Instructions: CRM Hubspot Form set-up

Setting up the Hubspot form to work with Google Sheet

Steps to set up the Goggle Sheet to call the correct Client Intake Form CIF

1. Grab the FormID from Hubspot.

Can find it when you select publish

<!–[if lte IE 8]>
<script charset=”utf-8″ type=”text/javascript” src=”//js.hsforms.net/forms/v2-legacy.js”></script>
<![endif]–>
<script charset=”utf-8″ type=”text/javascript” src=”//js.hsforms.net/forms/v2.js”></script>
<script>
hbspt.forms.create({
region: “na1”,
portalId: “21148881”,
formId: “10c61839-5a23-4c12-8af8-e03ac044a52a
});
</script>

 

2. Open the Google Script for the FCP Live-In CIF form

https://script.google.com/home/projects/16y6psG9jTlbpltGs2AnbHn2TUmlPdV4WqrXuqOQ6aJInl6RqLyq5aZNQ/edit

3. Find the form section within the script

///////////////////////////////////
//CREATES HUBSPOT FORM IN SHEETS UI
///////////////////////////////////

hbspt.forms.create({
region: “na1”,
portalId: “21148881”,
formId: “10c61839-5a23-4c12-8af8-e03ac044a52a“,

4. Change the FormID to the correct form

5. Save it

6. Go to the Google sheet that holds the spreadsheet

https://docs.google.com/spreadsheets/d/1vZXLyzhQePm1eXA-klB_6VAPVh4q4Ft7oP1M8lUlS9c/edit#gid=0

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