Install the plugin
- navigate to Houzez >> Plugins section and locate HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics and click on the Install button.
- Once it is installed, activate the plugin.
- In your left sidebar navigate to HubSpot, create a new HubSpot account or log in to your existing HubSpot account.
Please note: if you use the HubSpot forms it will not be possible to use the Houzez CRM but you will have to use the CRM offered by HubSpot
- In the left sidebar menu in your WordPress account, navigate to HubSpot > Forms.
- Hover over the form you want to add to your website and click Copy shortcode. You can also create a new HubSpot form by clicking Create form.
- Navigate to Theme Options >>> Contact Forms and from the Agent form type menu select HubSpot
- Paste the shortcode into the Agent Contact Form and Agent Contact Form Bottom field
You can use the same procedure to create the forms for the agent details page or the form for scheduling a tour