HubSpot Integration: Missing Options to Add Form to Notes and Send Attachments When Creating Contact

Hi

I'm new to jotform and the hubspot integration - I can't see where the options to add form to notes and send attachments are when I'm integrating by creating a contact - I believe these fields should be at the bottom.

Please advise.

Thanks

Hi Well_Organised,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding your question about the HubSpot integration options to add form data to notes and send attachments when creating a contact, these settings are indeed part of the integration but may not always be immediately visible depending on your setup.

Here’s how it works:

• The Send Attachments option allows you to attach a PDF copy of the form submission and any uploaded files to the HubSpot record.
• The Add Form Fields to Note option lets you add notes to the HubSpot record created from the form submission, including customizing the note title and selecting which form fields to include.

These options are usually found in the integration settings after you select the action (like creating a contact) and authenticate your HubSpot account. They should appear towards the bottom of the integration setup screen.

If you do not see these options in your HubSpot integration settings, it might be due to your account or plan limitations. This feature is included in all Jotform plans, but if missing, it may require further investigation.

Here is an example of how these settings look in the integration interface:

If these options are not visible, please ensure you have completed the initial integration steps correctly and saved your settings. If the problem persists, it may require further support investigation.

Give it a try and let us know how it goes.

I can see the options on the other integrations but not create contact. I believe integration is set up correctly.

Hi Well_Organised,

Thank you for the additional information. Based on the details, the options to add form fields to notes and send attachments are available in the HubSpot integration but may not appear when using the Create Contact action specifically.

These options are generally found in other integration actions like creating deals or tickets, but for the Create Contact action, the integration interface currently does not show the settings for adding notes or sending attachments at the bottom.

This is expected behavior in the current integration setup. The Create Contact action focuses on mapping form fields to HubSpot contact properties and updating existing contacts.

If you require the functionality to add notes or send attachments, you might consider using other available actions like creating deals or tickets, which support these options.

Let us know if you want guidance on setting up those actions or if you have any other questions about the integration.

Give it a try and let us know how it goes.

Took me a second to realize those missing options aren’t actually a bug but just how the integration works. The “create contact” action is pretty limited, so notes and attachments simply don’t show up there, even though they exist elsewhere. Ran into similar constraints while connecting tools like Phonexa, so switching the action type usually solves it.