wiki/knowledge/hubspot/bluepoint-gravity-forms-hubspot-mapping.md · 891 words · 2026-01-09

Bluepoint: Gravity Forms → HubSpot Mapping Fix

Overview

Bluepoint's Gravity Forms were not populating HubSpot contact fields correctly due to several mapping mismatches. This article documents the root causes and the step-by-step fix applied during the 2026-01-09 check-in, which can serve as a repeatable template for fixing other Bluepoint forms and similar integrations.

Related meeting: [1]
Client: [2]

Root Causes

  1. Single Full Name field — Gravity Forms had one combined Full Name field. HubSpot's contact object requires separate First Name and Last Name properties; there is no native mapping target for a combined name field.
  2. Mismatched dropdown values — The Product Interest dropdown in Gravity Forms used different option labels/values than the Product property in HubSpot (e.g., "Cash to Card Kiosk" vs. "Cash ATM"). HubSpot dropdown mapping requires exact string matches.
  3. No HubSpot feed configured — The form had no HubSpot feed set up in Gravity Forms settings, so no data was being pushed to HubSpot at all.

Fix: Step-by-Step

1. Split Full Name into First Name + Last Name

  1. In the WordPress admin, go to Forms → [Target Form] → Edit.
  2. Drag two Single Line Text fields onto the form.
  3. Label them First Name and Last Name respectively. Mark both as required.
  4. Find the original Full Name field. Do not delete it — it holds historical entry data.
    - In the field's Advanced tab, set Visibility to Hidden (not just hide the label).
    - Drag the hidden field to the bottom of the form, below the submit button area.
  5. Click Save Form.

Why keep the old field? Deleting it would orphan historical entries. Hiding it preserves the data without showing it to new visitors.

2. Align Dropdown Options to HubSpot Property Values

HubSpot's Product property had these exact values:
- Reverse ATM
- Cash ATM
- Battery Kiosk
- Digital Advertising

  1. In the Gravity Forms editor, find the Product Interest (or equivalent) dropdown field.
  2. Edit each choice so the value matches the HubSpot property option exactly — no trailing spaces, no alternate phrasing.
  3. Remove any options that don't exist in HubSpot (e.g., "Cash to Card Kiosk").
  4. Click Save Form.

Key principle: For Gravity Forms → HubSpot dropdown mapping, the Gravity Forms choice value must be an exact string match to the HubSpot property option internal value.

3. Create a HubSpot Feed in Gravity Forms

  1. In the WordPress admin, go to Forms → [Target Form] → Settings → HubSpot.
  2. Click Add New to create a feed.
  3. Configure:
    - Feed Name: Use a descriptive name (e.g., "Website Contact Form Feed").
    - Lead Status: New
    - Lifecycle Stage: Lead
  4. Under Map Contact Fields, map each form field to its HubSpot property:
Gravity Forms Field HubSpot Property
First Name First Name
Last Name Last Name
Email Email
Phone Phone Number
Organization Name Company Name
Product Interest Product
Message Message
  1. Click Save Settings.

Note on Company Name: HubSpot's Company is a separate object from Contact. The Company Name field on a contact record is a text property — it does not automatically create or link a Company object. This is a known HubSpot limitation.

4. Flush the WP Engine Cache

After saving form and feed changes, flush the site cache so visitors see the updated form:

  1. In the WordPress admin top bar, click WP Engine.
  2. Go to Caching → Clear All.

Caution — publish date trap: During this session, saving the homepage with a future publish date (Jan 9, ~3:19 PM MT) accidentally scheduled the page offline, causing a 404. Fix: edit the page, set the publish date to a past date (e.g., Jan 8), and republish. Always verify the publish date when touching page settings.

5. Test the Integration

  1. Open the live form in an incognito/private browser window.
  2. Submit a test entry using a tagged email address (e.g., yourname+test@domain.com) and a recognizable org name (e.g., "Test Org").
  3. In Gravity Forms, go to Forms → [Form] → Entries and confirm the submission appears.
  4. In HubSpot, go to Contacts and find the test contact. Verify:
    - First Name and Last Name populated separately
    - Company Name populated
    - Product field populated with the correct dropdown value
  5. Delete the test contact from HubSpot after verification.

Rename Forms in HubSpot

Generic form names like "G Form 3" make reporting difficult. After fixing each form:

  1. In HubSpot, go to Marketing → Forms.
  2. Hover over the form, click Actions → Rename.
  3. Use a descriptive name, e.g.:
    - "Website Contact Form"
    - "PMAX Landing Page Form"

Scope: Apply to All Bluepoint Forms

This fix was demonstrated on one form (the main contact form). The same process must be applied to all other Bluepoint Gravity Forms. Before starting each form:

Assigned to: Karly Oykhman (see [1] action items)

Sources

  1. 2026 01 09 Check In Wkarly
  2. Index
  3. Hubspot Gravity Forms Integration Overview
  4. Wp Engine Cache Management