Typeform Responses to HubSpot Contacts for Financial Services

# Typeform Responses to HubSpot Contacts - Financial Services

## Purpose
Implement to capture leads from interactive content like quizzes and assessments directly into your sales pipeline.

## When to Use
Automatically create or update HubSpot contacts from Typeform survey and quiz responses with custom field mapping and lifecycle stage assignment.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (HubSpot or Zapier)

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## Typeform Responses to HubSpot Contacts

### Overview
Automatically create or update a HubSpot contact whenever someone completes a Typeform survey, quiz, or assessment, capturing their responses as custom properties for personalised follow-up and segmentation.

### Prerequisites
- Typeform account (Basic plan or above for integrations)
- HubSpot CRM (Free or above)
- Zapier account (Free plan works for a single-step Zap)
- Typeform form already built and published

### Setup Steps

**Step 1: Prepare HubSpot custom properties**
Before setting up the integration, create custom contact properties in HubSpot for any Typeform responses you want to store:
- Go to HubSpot > Settings > Properties > Contact Properties > Create Property
- Examples:
  - "Assessment Score" (Number type)
  - "Business Challenge" (Dropdown type)
  - "Company Size Range" (Dropdown type)
  - "Typeform Source" (Single-line text)

**Step 2: Create a new Zap in Zapier**
Log in to Zapier and click "Create Zap". Name it "Typeform to HubSpot Lead".

**Step 3: Configure the Typeform trigger**
- App: Typeform
- Trigger event: "New Entry"
- Account: Connect your Typeform account
- Form: Select the specific form you want to connect
- Test: Complete a test submission of your Typeform and verify Zapier retrieves the response

**Step 4: Configure the HubSpot action**
- App: HubSpot
- Action event: "Create or Update Contact"
- Account: Connect your HubSpot account
- Set "Deduplicate on" to "Email" to prevent duplicate records

**Step 5: Map fields**

| Typeform Field | HubSpot Property | Notes |
|---------------|------------------|-------|
| Email question | Email | Required, primary identifier |
| Name question | First Name / Last Name | Split if using a single name field |
| Phone question | Phone Number | If collected |
| Company question | Company Name | If B2B |
| Quiz score | Assessment Score | Custom property |
| Multiple choice answer | Business Challenge | Custom dropdown property |
| Rating / Opinion scale | Satisfaction Rating | Custom number property |
| Form ID or title | Typeform Source | Track which form generated the lead |
| Hidden fields (UTM) | UTM Source, UTM Medium | If using Typeform hidden fields for tracking |

**Step 6: Set contact properties**
In addition to the mapped fields, set these static values:
- Lifecycle Stage: "Lead" (or "Marketing Qualified Lead" for assessment completions)
- Lead Source: "Typeform"
- Lead Status: "New"

**Step 7: Add a follow-up action (optional)**
Consider adding a second action to trigger immediate follow-up:
- Option A: Send a Slack notification to your sales team
- Option B: Enrol the contact in a HubSpot workflow for automated email follow-up
- Option C: Create a HubSpot task for a sales rep to call within 24 hours

**Step 8: Test the integration**
1. Complete your Typeform with realistic test data
2. Wait 1-2 minutes for the Zap to trigger
3. Open HubSpot and search for the test contact
4. Verify all standard and custom properties are populated correctly
5. Check that lifecycle stage and lead source are set
6. If follow-up actions are configured, verify they triggered correctly

### Error Handling
- **Missing email:** Add validation to your Typeform to require the email field. Without email, HubSpot cannot create or match a contact.
- **Partial completions:** Typeform only triggers on completed submissions by default. Partial responses are not sent.
- **Custom property mismatch:** If a Typeform answer does not match a HubSpot dropdown option, the field will be left blank. Ensure your Typeform options match HubSpot property options exactly.
- **Duplicate submissions:** The "Create or Update" action handles duplicates by updating the existing record with the latest responses.

### Maintenance
- Update field mappings whenever you modify your Typeform questions
- Add new HubSpot custom properties before adding corresponding Typeform questions
- Review lead quality monthly to ensure the Typeform is attracting qualified leads
- Test the full flow after any Typeform design changes to confirm data still maps correctly

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**Complexity:** simple | **Setup time:** 10 minutes | **Tools:** HubSpot, Zapier

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.