Capture a lead into the CRM from a form

Publish a Floogos form (or receive the lead via a webhook from your landing page) and let every submission create the contact in your CRM instantly. No more copy-pasting between the inbox and the CRM.

Scenario

A visitor fills a contact form on your site. You want it to appear automatically as a contact in HubSpot (or as a Lead in Salesforce), ready for sales to work, and to notify the team channel.

How the workflow is built

1. FormTrigger — the Floogos public form that captures name, email, company and message.
2. HubSpot: Create object (hubspotCreateObject) with object_type: contacts and the contact properties:

   { "email": "{{data.email}}", "firstname": "{{data.name}}", "company": "{{data.company}}" }

   (or Salesforce: Create record with sobject: Lead and {"LastName":"{{data.lastname}}","Company":"{{data.company}}","Email":"{{data.email}}"}).
3. Slack / Telegram — a heads-up to the sales channel with the new lead and its CRM id.
4. webresponse — confirms to the visitor that their message was received.

Key points

• In HubSpot, properties is a flat key-value map; in Salesforce, fields go in the fields JSON. Use property/field names exactly as they exist in your CRM.
• Avoid duplicates: if the lead might already exist, use Salesforce: Upsert by external id (by email or your own id) instead of create, or search first with HubSpot: Search objects.
• A malformed email or an unknown property is a non-retryable validation error: the node returns the CRM’s exact reason so you can fix it.

Related nodes

• HubSpot and Salesforce — the CRMs.
• Forms — how to publish a Floogos form.
• CRM Integrations — the full picture.