Two tiers
1. Catalog + Connections
Admins open Integrations in the left rail. Use the Catalog tab to enable providers and paste global API keys. Use the Connections tab for reusable OAuth / named accounts (for example multiple Salesforce orgs). Credentials stay encrypted for the whole panel.
2. Form-level feed
On each form, open the hub Integrations tab to enable feeds, pick a Connection when required, choose lists/pipelines, and map blocks to CRM fields.
Configure a form feed
1
Open the form hub
From the Flex Forms list, open the form. Use the top hub tabs (Insights, Submissions, Share, Integrations).
2
Open Integrations
Select the Integrations hub tab. You will see every provider that is already connected globally.
3
Enable the feed
Turn on the provider you need (for example HubSpot). If it is missing entirely, an administrator still needs to add credentials under the left-rail Integrations page.
4
Choose destination and map fields
Pick the list, audience, or pipeline. Map each form block to the provider’s property keys (API names, not display labels).
5
Save and test
Save, then submit a real test on the fill URL to confirm the payload arrives correctly.
Enterprise options
Primary email required
Primary email required
Many CRMs reject contacts without an email. If a feed needs identity, add an Email block and mark it primary before enabling the feed.
Conditional routing
Conditional routing
Use Conditional integrations so only matching submissions leave Flex Forms (for example Department = Sales → HubSpot).
Custom webhooks
Custom webhooks
For tools without a native driver, use Webhooks to
POST the full submission JSON to your endpoint.