FlexFormz syncs donation and contact data directly into HubSpot in real time. Every submission creates or updates a contact record automatically, so your team can trigger workflows, segment audiences, and launch follow-up campaigns the moment a donor engages — no manual imports, no data gaps.
FlexFormz connects to HubSpot via API, automatically routing contact and donation data to the correct records at the moment a form is submitted. No manual exports, no middleware, just clean, reliable data flowing into your CRM.
When a form is submitted, FlexFormz checks HubSpot for an existing contact using the email address as the matching key. If a match is found, the contact record is updated automatically. If no match exists, a new contact is created with all submitted data mapped to the appropriate HubSpot properties, keeping your database clean and free of duplicates.
FlexFormz can set or update a contact’s lifecycle stage in HubSpot at the moment of submission. This allows your team to automatically segment first-time donors, recurring donors, and route each group into the right HubSpot workflow without any manual steps.
Custom Fields let you map any field captured in FlexFormz directly into HubSpot contact or deal properties. Define which fields sync, how they’re labeled, and where they land in HubSpot keeping your CRM data structured exactly the way your team needs it.
Connecting FlexFormz to Hubspot takes just a few steps inside your dashboard. No developers, no technical configuration, and no third-party tools needed. Most teams complete the setup in under 15 minutes.
Sometimes you need immediate clarity. Our FAQs provide quick answers to common questions about setup, support, integrations, security and ongoing care.
FlexFormz syncs contact information, donation details, gift designations, recurring gift data, and any custom fields you’ve mapped through Custom Fields. Each submission creates or updates a HubSpot contact record automatically.
FlexFormz checks for an existing contact in HubSpot using the email address as the matching key before creating a new record. If a match is found, the existing record is updated automatically keeping your database clean and free of duplicates.
Yes. Because FlexFormz creates or updates contacts in HubSpot in real time, any workflow that uses a contact property or lifecycle stage as a trigger will fire automatically. This includes welcome sequences, thank-you emails, major gift alerts, and re-engagement campaigns.
Yes. That’s what Custom Fields are for. You decide which fields sync, how they’re labeled, and which HubSpot contact or deal property they map to. This works for both standard and custom properties in your HubSpot account.
Yes. By default, FlexFormz sends data to HubSpot the moment a form submission is received. Contact records are created or updated immediately, so workflows and automations can trigger without delay.
Most teams are fully connected in under 15 minutes. No coding or developer support is required just follow the step-by-step setup guide in our documentation.
Our support team is available via email. We also offer a full documentation library and step-by-step guides for the HubSpot integration.
If you don’t see your questions, our team is always ready to help. Our support team is available to guide you through every step of the integration — from initial setup to advanced field mapping. Whether you prefer, email, or documentation, help is always within reach.
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