Create HubSpot companies & tasks from Jotform submissions with Google Sheets

🛠️ Workflow: Jotform → HubSpot Company + Task Automation Automatically create or update HubSpot companies and generate follow-up tasks whenever a Jotform is submitted. All logs are stored to Google Sheets for traceability, transparency, and debugging. --- ✅ Use Cases - Capture marketing queries from your website’s Jotform form and immediately create tasks for your sales or SDR team. - Enrich HubSpot companies with submitted domains, company names, and contact data. - Automatically assign tasks to owners and keep all form submissions logged and auditable. - Avoid manual handoffs — full automation from form submission → CRM. --- 🔍 How It Works (Step-by-Step) 1. Jotform Trigger The workflow starts when a new submission is received via the Jotform webhook. Captured fields include: name, email, LinkedIn profile, company name, marketing budget, domain, and any specific query. --- 2. Create or Update Company in HubSpot + Format Data - The “Create Company” node ensures the submitted company is either created in HubSpot or updated if it already exists. - A Formatter (Function) node standardizes the data — names, email, LinkedIn URL, domain, marketing budget, and query text. - It composes a task title, generates a follow-up timestamp, and dynamically assigns an owner. --- 3. Loop & HTTP Request – Create HubSpot Task - The workflow loops through each formatted item. - A Wait node prevents rate limit issues. - It then sends an HTTP POST request to HubSpot’s Tasks API, creating a task with: - Subject and body including the submission details - Task status, priority, and type - Assigned owner and associated company --- 4. Loop & HTTP Request – Set Company Domain After tasks are created, another loop updates each HubSpot company record with the submitted domain. This ensures all HubSpot companies have proper website data for future enrichment. --- 5. Storing Logs (Google Sheets) All processed submissions, responses, errors, and metadata are appended or updated in a Google Sheets document. This provides a complete audit trail — ideal for debugging, reporting, and performance monitoring. --- 🧩 Node Structure Overview | Step | Node | Description | |------|------|--------------| | 1️⃣ | Jotform Trigger | Receives form submission data | | 2️⃣ | HubSpot Create Company | Ensures company record exists | | 3️⃣ | Formatter / Function Node | Cleans & structures data, assigns owner, generates task fields | | 4️⃣ | Wait / Delay Node | Controls API call frequency | | 5️⃣ | HTTP Request (Create Task) | Pushes task to HubSpot | | 6️⃣ | HTTP Request (Update Domain) | Updates company domain in HubSpot | | 7️⃣ | Google Sheets Node | Logs inputs, outputs, and status | --- 📋 Requirements & Setup - 🔑 HubSpot Private App Token with permissions to create companies, tasks, and update records - 🌐 Jotform Webhook URL pointing to this workflow - 📗 Google Sheets Credentials (OAuth or service account) with write access - ✅ HubSpot app must have crm.objects.companies.write and crm.objects.tasks.write scopes - ⚠️ Add retry or error-handling branches for failed API calls --- ⚙️ Customization Tips & Variations - Add contact association: Modify the payload to also link the task with a HubSpot Contact (via email) so it appears in both company and contact timelines. - Use fallback values: In the Formatter node, provide defaults like “Unknown Company” or “No query provided.” - Dynamic owner assignment: Replace hash-based assignment with round-robin or territory logic. - Conditional task creation: Add logic to only create tasks when certain conditions are met (e.g., budget > 0). - Error branches: Capture failed HTTP responses and send Slack/Email alerts. - Extended logs: Add response codes, errors, and retry counts to your Google Sheet for more transparency. --- 🎯 Benefits & Why You’d Use This - ⚡ Speed & Automation — eliminate manual data entry into HubSpot - 📊 Data Consistency — submissions are clean, enriched, and traceable - 👀 Transparency — every action logged f