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

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?

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.​​

This topic was automatically closed 30 days after the last reply. New replies are no longer allowed.