How to create a form under specific Business Unit in HubSpot?

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1

Hi there,

We have 2 Business Units in HubSpot (let’s call them A and B for simplicity.) A contact can be in A or B or in both A and B.

When I add HubSpot integration to the Gravity form, a new form is created in HubSpot. This form is always created under our default Business Unit A.

This causes a problem for us because we need it to be created under Business Unit B and not under A.

I can use Workflow in HubSpot to remove Business Unit A - but it doesn’t help because I don’t know if the user was in Business Unit A before we add him via the form.

Any ideas on how to solve it?

2

At this time, there is no way to control the business unit where the form is created when using our HubSpot Add-On. If you think this would make a good addition to Gravity Forms HubSpot Add-On, I recommend adding a note to our product roadmap. Click the blue plus in the lower left on this page to add a note for our product team:

Thank you.​​