Using the HubSpot + Wix App is as simple as installing. Here is a quick step-by-step guide of what you can do with it:
- Login into your Wix account, and select the site that you’ve added the integration to.
- On the left-hand side, select “Customer Management.”
- Select “Import Contacts.”
- Installing the app will not automatically sync your Wix contacts to HubSpot. After you install the app, contacts will sync from Wix to HubSpot when they are created or updated. If you would like all of your Wix contacts to sync to HubSpot after you install the app, we recommend that you manually import them
- If you want to add a new contact, click “Add New Contact” and fill out the necessary information, including name, email, phone, and address.
- All of this information will sync automatically to HubSpot. If there isn’t an email address or contact record already in HS, that will be created.
- If you want to edit a contact, simply choose the contact from the list in the Wix editor and make your updates.
- You can edit the same information that you can when creating a new contact. The updates will sync automatically to HubSpot.
- To test your form data to make sure it’s syncing, navigate to whichever site or sites you have the integration on, head to your forms, submit your information then login into HubSpot to confirm.
- All the Wix standard form submission data will automatically appear on the HubSpot contact timeline as an event. You can use this data to make lists and enrollment criteria for workflows within HubSpot.
- In HubSpot, navigate to your contact’s record, select “Filter by” under “Activity” and choose “Wix App” under “Integrations” to see all your Wix form submission data for that record!