# Doc: https://www.hipaatizer.com/docs/integrations/hubspot

> LLM view for https://www.hipaatizer.com/docs/integrations/hubspot

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## Integrate HIPAAtizer Forms with HubSpot: A Step-by-Step Guide

# HubSpot Integration

This guide walks you through connecting a HIPAAtizer form to your HubSpot CRM.

:::::warning[Important Notice]
**HubSpot is not HIPAA-compliant by default.**
You must not send fields containing Protected Health Information (PHI) to HubSpot **unless your organization has an executed Business Associate Agreement (BAA) with HubSpot** and has taken all required steps to configure your account for HIPAA compliance.

By default, HIPAAtizer only sends non-PHI metadata (e.g., submission links).
👉 [What counts as PHI?](https://www.hipaatizer.com/blog/understanding-protected-health-information-phi-and-hipaa-regulations/)
:::::

---

## Authenticate Your HubSpot Account

- In the **Integrations** menu, select **Integrated Accounts**.

  ![Select Integrated Accounts](https://www.hipaatizer.com/docs/assets/images/1-1-d87e303348414d9d3e35d6380fc2d9e6.png)

- Choose **HubSpot** as your integration option, then click **Authenticate your HubSpot Account**.

  ![Select HubSpot](https://www.hipaatizer.com/docs/assets/images/2-2-404d3e65d86c9abffb7e922090eee0e7.png)
  ![Authenticate Button](https://www.hipaatizer.com/docs/assets/images/3-1-2e8bb44e355c0045bab10b2f2dba29e1.png)

- When the HubSpot confirmation page appears, click **Connect app** to complete authentication.

  ![Connect App](https://www.hipaatizer.com/docs/assets/images/4-1-bb0d3bee0206eede8d84f554042f34c5.png)

---

## Integrate Your Form

- Go to the **My Forms** section and choose the form you want to integrate.

  ![Select Form](https://www.hipaatizer.com/docs/assets/images/5-1-75f2bce3ce53b5679c771d16c2e79e04.png)

- Click the **Form Settings** icon.

  ![Form Settings](https://www.hipaatizer.com/docs/assets/images/6-1-a26d6e1173ae7e841ae64942217eaa96.png)

- Open the **Integrations** tab and select **HubSpot**.

  ![Integrations Tab](https://www.hipaatizer.com/docs/assets/images/7-1-970d436c1b51cf8e063f8bf5b4710889.png)

- Check the box labeled
  **"Automatically create or update a contact in your HubSpot account when the form is submitted."**
  This will display the field mapping options.

  ![Enable HubSpot Integration](https://www.hipaatizer.com/docs/assets/images/8-1-73c56a88b31b5e9fdfe6ce8c9734f809.png)

- Match each HIPAAtizer form field to the corresponding HubSpot field to ensure accurate data transfer.
  ⚠️ **Avoid mapping fields that contain PHI unless your HubSpot account is HIPAA-configured with a signed BAA.**

  ![Field Mapping](https://www.hipaatizer.com/docs/assets/images/9-1-f7ec5afda925945040248705fc0dcdc2.png)

- Click **Save** to finalize your integration settings.

  ![Save Integration](https://www.hipaatizer.com/docs/assets/images/10-1-392dfd1111e8034acd285f73a1e40271.png)

---

## Test the Integration

### Submit the Form

- After saving, HIPAAtizer will automatically create a corresponding form in HubSpot.
  You can view it under **Marketing → Forms** in your HubSpot dashboard.

  ![View HubSpot Form](https://www.hipaatizer.com/docs/assets/images/image-1-1-f41113438c5b6e92ce16130180d1cf4b.png)

- Create a test submission by opening the form and using the **Embed Form** icon to generate a shareable link or QR code.

  ![Embed Form](https://www.hipaatizer.com/docs/assets/images/11-1-70c88c468cf8b33ca2e20745b572c6b3.png)

### Review the Submission in HubSpot

- After submitting the form, go to **Contacts** in your HubSpot account.
  A new contact should appear.

  ![New Contact](https://www.hipaatizer.com/docs/assets/images/12-1-215023912a0ee76e0ca9372d6d7aeadb.jpg)

- In the contact record, click the **HIPAAtizer** tab in the right sidebar.
  From here, click **Actions** to:
  - View the submission
  - Download a PDF or CSV
  - Access the submission log
  - Edit or delete the submission

  ![Access HIPAAtizer Submission](https://www.hipaatizer.com/docs/assets/images/13-1-2b1179f8e8ecdd1e2bb5fff879b962ad.jpg)

---

✅ Your HIPAAtizer form is now successfully integrated with HubSpot.

If you need help or have questions, feel free to contact our support team at
[support@hipaatizer.com](mailto:support@hipaatizer.com)