FlexiFunnels × HubSpot Integration Guide | Step-by-Step Setup

Modified on Thu, 23 Apr at 6:04 PM

What This article Covers

This article walks you through the complete native integration between FlexiFunnels and HubSpot CRM. By following both parts, every lead who submits a form and every customer who makes a purchase on your FlexiFunnels pages will automatically sync into HubSpot.


  • Part 1 — HubSpot Setup: Create a contact list and generate your API access token
  • Part 2 — FlexiFunnels Setup: Connect HubSpot via the Autoresponder Integration settings


PART 1 — HubSpot Setup

Step 1 — Create a Contact List in HubSpot

  1. Go to: CRM → Contacts → Lists

  2. Click Create list

  3. Select Contact-based list

  4. Name your list
    • Example: FlexiFunnels Leads, Webinar Registrants
  5. Click Save

Tip: Create separate lists for different funnels/products.


Step 2 — Create a Private App (Legacy App)

⚠️ Note: “Private Apps” are now called Legacy Apps

Steps:

  1. Open Settings (⚙️)


  2. Go to Integrations → Legacy Apps


  3. Click Create a Legacy app
    • Name: FlexiFunnels Integration



Set Required Scopes

Add the following permissions:

  • crm.objects.contacts.read → Read contacts
  • crm.objects.contacts.write → Create/update contacts
  • crm.lists.read → Fetch lists (Important)
  • crm.lists.write → Add contacts to lists
  • crm.objects.deals.read → Read deals
  • crm.objects.deals.write → Create deals


Create App & Get Token

  1. Click Create app
  2. Go to Auth tab
  3. Click Show token → Copy

? Keep this token secure


Scope Summary

ScopePurposeUsed For
contacts.readRead contactsBoth
contacts.writeCreate/update contactsBoth
lists.readFetch listsBoth
lists.writeAdd contacts to listBoth
deals.readRead dealsPurchases
deals.writeCreate dealsPurchases

PART 2 — FlexiFunnels Setup

Step 1 — Go to Settings

  1. Login to FlexiFunnels
  2. Open Dashboard
  3. Click Settings


Step 2 — Autoresponder Integration

  1. Click Autoresponder Integration
  2. Click Add Autoresponder
  3. Select HubSpot



Step 3 — Enter Details

  1. Add Account Name
    • Example: My HubSpot CRM
  2. Paste Access Token
  3. Turn Integration Toggle ON
  4. Click Save / Connect

⚠️ If lists don’t appear → Missing crm.lists.read scope


Step 4 — Connect to Funnel

Integration with form- https://help.flexifunnels.com/support/solutions/articles/36000578524-standard-integration-inside-flexifunnels

Integration with product- https://help.flexifunnels.com/support/solutions/articles/36000308272-set-rules-in-product-settings

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