Connect one website form to HubSpot with an owned next action.

The handoff to check

If a form currently ends in an email notification, decide which HubSpot record should follow. A contact alone is not necessarily a distinct project enquiry, and repeated submissions need an agreed rule.

Try the fictional workflow demo →

Start with the form and subscription you have

Check whether the source is a HubSpot form, an external form with a supported connector or a webhook/API source. Confirm the customer’s HubSpot edition, property access and task/workflow capabilities. An upgrade or third-party connector is never assumed to be included in £950.

Separate a contact from an enquiry

Agree whether the next record is a contact update, deal or another supported structure. Choose field mappings and a duplicate rule. If an existing contact makes a new project request, the acceptance examples should show how that request remains distinguishable.

Check delivery and recovery

Test complete and incomplete submissions, a repeated submission and a rejected destination write. Confirm that the enquiry has an owner, status and dated next action or a visible exception. No portal-wide cleanup, historical migration or unsupported workflow entitlement is promised.

The bounded deliverable

• One enquiry source: one web form or one shared inbox
• One destination: HubSpot or Google Sheets
• Extraction of available contact or company details, enquiry type, work scope, postcode or service area, domestic or commercial context, requested timing, drawings, urgency and preferred contact method
• An owner, status and dated next action on every created record
• A visible human review queue for uncertain or incomplete records
• A basic team notification
• Acceptance testing against up to 30 historical examples supplied by your team
• Short operating and handover documentation
• Customer-owned accounts and operational data

The 14-day delivery window starts once the agreed access, sample enquiries and acceptance rules are available.

£475 at the agreed start; £475 after documented acceptance. Third-party software fees are excluded. The pilot does not include autonomous pricing, quoting, revenue guarantees or CRM replacement.

Read the full scope, exclusions and acceptance criteria →

Check the fit

Fits: One existing website form, a customer-owned HubSpot portal and an agreed record/ownership rule.

Outside this pilot: Full portal rebuilds, subscription upgrades, all-site form migrations or attribution warehouse projects.

Can the pilot work with HubSpot Starter?

The fit check must verify the actual plan and required actions. We first assess supported native capabilities. Any connector or feature limitation is documented before scope acceptance; no upgrade is assumed.