Pre-fill form from Hubspot

Use a user email to pull their Hubspot data and pre-fill form fields

Overview

This rule runs after a user email is collected on Step 1 and the step is submitted. The email is used to query the Hubspot account to fetch other information about the user to prefill onto Step 2.

This pattern can be used to look up any Hubspot records based on any field or combination of fields (email, Salesforce ID, etc.)

Rule Logic

// Get user's entered email
const email = hubspotEmail.value;

const API_ENDPOINT = `https://api.hubapi.com/contacts/v1/contact/email/${email}/profile`;

// Issue request to HubSpot to fetch contact data
const data = await feathery.http.GET(API_ENDPOINT);
const properties = data.properties;

// Update Feathery fields with data pulled from Hubspot
hubspotFirstName.value = properties.firstname.value;
hubspotLastName.value = properties.lastname.value;

API Connector

Under the API connectors tab, create a connector with the following configuration:

• Base URL: https://api.hubapi.com

• Allowed Endpoints: /contacts/v1/contact/email

• Headers:

  • Authorization: Bearer {{hubspot_token}}

Fill in hubspot_token with your Hubspot hapikey or an access token.