HubSpot + Form workflows

7-day trial
Free templates
Setup included

MESA is the fastest way to automate HubSpot to Form. MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.

hubspot logo icon
Start when...
Personalize with built-in tools...
form icon
Then, do this...

Ready to integrate HubSpot with Form? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

Get started →

Build any workflow with these HubSpot and Form steps

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more HubSpot docs in our knowledge base.

Why automate HubSpot to Form?

HubSpot to Form automations get more done in less time. Automate the everyday tasks holding back your potential growth.

hubspot logo icon
360-Degree Customer View

Get a comprehensive view of each customer's interactions with your Shopify store. From the pages they've visited to the products they've purchased, all this information is at your fingertips. Use these insights to tailor marketing efforts that enhance the customer experience.

hubspot logo icon
Automate Marketing

Say goodbye to manual marketing efforts. With HubSpot, you can set up automated email campaigns triggered by specific customer behaviors on your Shopify store. It's all about the right message at the right time, and HubSpot makes it effortless.

hubspot logo icon
Streamlined Sales Process

Integrating HubSpot CRM with Shopify enables you to create a seamless sales pipeline. Manage leads, convert them into customers, and nurture those relationships for repeat sales, all within one platform. HubSpot CRM not only helps you sell but also helps you sell smarter.

form icon
Start a product return with MESA Forms.

Let customers start the return process directly form the Shopify order details.

form icon
Send contact page forms to an email inbox.

Collect contact form submissions and route them to your company's inbox.

form icon
Collect customer birthdays for loyalty campaigns.

Create marketing campaigns to connect with customers on their birthdays.

background: abstract lines

Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Ongoing optimization

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.

Learn how to automate Form

How To Automate Customer Support On Your Shopify Store
How To Automate Customer Support On Your Shopify Store
  • Shopify Guides
  • 12 min

In today’s competitive e-commerce landscape, customer support is no longer just an afterthought – it’s a crucial factor that can...

How to manage returns and exchanges on Shopify
How to manage returns and exchanges on Shopify
  • Shopify Guides
  • 12 min

Efficiency is critical when helping customers manage returns on Shopify; the last thing you want is to cause more grief...

7 Customer Service Support Mistakes And How To Avoid Them
7 Customer Service Support Mistakes And How To Avoid Them
  • Shopify Guides
  • 12 min

Whether the business is big or small, customer support mistakes play a vital role in its success. If the customer...

11 Marketing Automation Workflows for Shopify Stores
11 Marketing Automation Workflows for Shopify Stores
  • Shopify Guides
  • 12 min

The fast-paced world of e-commerce demands efficiency, and marketing automation is no exception. With the right automation workflows in place,...

How to add a Shopify post purchase survey on your Order status page
How to add a Shopify post purchase survey on your Order status page
  • Workflow Tutorials
  • 12 min

One of the most effective ways to understand your customers is by asking the right questions at the right time....

How to add Shopify email signup to Mailchimp, Klaviyo, and Omnisend
How to add Shopify email signup to Mailchimp, Klaviyo, and Omnisend
  • Workflow Tutorials
  • 12 min

This tutorial shows you how to make Shopify email signup and connect submissions to any marketing platform using Forms by...

Start a Return with Forms by MESA
Start a Return with Forms by MESA
  • Workflow Tutorials
  • 12 min

This tutorial will show how to start a return in Shopify using Forms by MESA in just a few quick...

How to save a Shopify customer birthday to notes
How to save a Shopify customer birthday to notes
  • Workflow Tutorials
  • 12 min

This workflow tutorial will show you, step-by-step, how to add birthdays on Shopify customers to notes in just a few...

Delivering Happiness: Workflows for the Best Post-Purchase Experience
Delivering Happiness: Workflows for the Best Post-Purchase Experience
  • Shopify Guides
  • 12 min

Shoppers say that delivery is the most important part of the online shopping experience. That makes it extremely important to...