Coral Bridge Documentation

How to turn Gravity Forms submissions and WooCommerce orders into HubSpot Deals with PDFs attached. Purchase Coral Bridge and get started today.

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INSTALL & CONNECT

Coral Bridge is a WordPress plugin, and purchases unlock access to a .zip file download.

Upload & activate the plugin

First, login to the WordPress administrative dashboard.

  1. Upload the .zip file at Plugins → Add New Plugin → Upload Plugin, or unzip the compressed plugin file and upload the coralbridge directory to the wp-content/plugins folder.
  2. Activate Coral Bridge in the Plugins list.
  3. If you will send Gravity Forms submissions to HubSpot, activate Gravity Forms. If you will send WooCommerce orders to HubSpot, activate WooCommerce.
  4. Visit Settings → Coral Bridge.

Copy license key and activate the site

  • Visit the Membership Account page at breakfastco.xyz/membership-account and copy the License Key.
  • Visit Settings → Coral Bridge in the WordPress administrative dashboard and paste the license key.
  • Press the Save Changes button.
Screenshot of HubSpot's Create Service Key screen showing the name and scopes required for Coral Bridge.

Create & load HubSpot credentials

  1. Login to hubspot.com.
  2. Copy the Portal ID below the company name in the global toolbar menu (or on this page) into the matching field on the Coral Bridge settings page.
  3. Create a Service Key in HubSpot at Settings → Integrations → Service Keys. Name it Coral Bridge for HubSpot so HubSpot activity clearly identifies this plugin.
  4. Grant these scopes: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read, crm.objects.deals.write, crm.objects.owners.read, files, and tickets.
  5. Copy the key and paste it into the Service Key field on the Coral Bridge settings page. HubSpot issues it in the same pat-… Bearer format as a legacy private app token.
  6. Press the Save Settings button to validate and save the credentials.

Coral Bridge is now active and ready for Gravity Forms feed configuration or WooCommerce order sync.

Gravity Forms

Gravity Forms feeds send form submissions to HubSpot. Add a Deals feed when a quote, RFQ, or application should become a HubSpot Deal with the document already on it. Add a Contacts feed when you only need to create or update contacts.

HubSpot Contacts Feed

Creates or updates HubSpot CRM Contacts when forms are submitted.

  1. Login to the WordPress administrative dashboard.
  2. Visit the Forms menu and choose a form to integrate with HubSpot CRM.
  3. Visit the form’s Settings → HubSpot Contacts menu in the row action links on the forms list, or edit the form and choose Settings → HubSpot Contacts.
  4. Press the Add New button to create a new feed.
  5. Choose a name for the feed like “HubSpot Contacts Feed 1”.
  6. Map form fields to HubSpot Contact fields for Email, First Name, Last Name, Phone, Street Address, City, State/Region, Postal Code, Country/Region, and Contact Owner.
  7. Map form fields to any other Contact property using the Contact Properties field map. This list contains every Contact property like Additional email addresses, Pipeline, and WhatsApp Phone Number.
  8. To prevent Contacts from being created based on a user choice on the form, Enable Condition in the Conditional Logic section to define when the feed should run or not run.
  9. Press the Save Settings button to validate and save the feed.

HubSpot Deals Feed

Creates or updates the HubSpot contact, creates the deal, uploads form file fields, and generates a PDF of the submitted fields. Associates new deals with contacts by email address. Creates contacts if the email address is not found.

  1. Login to the WordPress administrative dashboard.
  2. Visit the Forms menu and choose a form to integrate with HubSpot CRM.
  3. Visit the form’s Settings -> HubSpot Deals menu in the row action links on the forms list, or edit the form and choose Settings -> HubSpot Deals.
  4. Press the Add New button to create a new feed.
  5. Choose a name for the feed like “HubSpot Deals Feed 1”.
  6. Map form fields to HubSpot Contact fields for Email, First Name, Last Name, Phone, Street Address, City, State/Region, Postal Code, and Country/Region.
  7. Map form fields to HubSpot Deal fields for Deal Name, Pipeline, Deal Stage, and Deal Owner.
  8. Map form fields to any other Deal property using the Deal Properties field map. This list contains every Deal property like Amount, Priority, and Deal Status.
  9. Under Additional Options, leave Attach PDF enabled to generate a PDF of the submitted fields and attach it to the HubSpot deal. Requires an active Coral Bridge license. Gravity PDF is not required.
  10. To prevent Deals from being created based on a user choice on the form, Enable Condition in the Conditional Logic section to define when the feed should run or not run.
  11. Press the Save Settings button to validate and save the feed.

Required Deal Properties

Here’s what HubSpot has to say about required deal properties:

When creating a new deal, you should include the following properties in the request: dealname, dealstage, and if you have multiple pipelines, pipeline. If a pipeline isn’t specified, the default pipeline will be used.

https://knowledge.hubspot.com/properties/hubspots-default-deal-properties

Coral Bridge validates data mappings to ensure deal creation is successful.

Attach PDF

HubSpot Deals feeds generate a PDF of the submitted fields and attach it to the deal in the background. File uploads from the form are uploaded to the deal as well.

  • The setting is Attach PDF under Additional Options on the HubSpot Deals feed. The checkbox label is Generate a PDF of this submission and attach it to the HubSpot deal.
  • Attach PDF is on by default, including for existing feeds that do not have the setting saved yet. Disable it on a feed if that form should create a deal without a generated PDF.
  • Generated PDFs require an active Coral Bridge license.
  • Gravity PDF is not required. Coral Bridge generates its own PDF of the submitted fields.
  • If Gravity PDF is installed and generates PDFs for the entry, those PDFs are uploaded to the HubSpot deal too.

Entry Notes

When a Gravity Forms feed runs, a note is saved with the form entry confirming the corresponding change made in HubSpot. PDF upload success and failures are also recorded as entry notes.

Screenshot of a Gravity Forms entry notes section in the administrative dashboard. A HubSpot Deals feed created a note that reads "Coral Bridge created a HubSpot Deal with name: CoreyHere176723. View on HubSpot"

WooCommerce

Coral Bridge can create or update HubSpot Contacts from WooCommerce billing details, or create HubSpot Contacts and Deals from WooCommerce orders. When deal sync is on, you can attach a PDF of the admin New order email, including line items, to the deal.

  1. Login to the WordPress administrative dashboard.
  2. Confirm the HubSpot Service Key and Portal ID are saved at Settings -> Coral Bridge.
  3. Visit WooCommerce -> Settings -> Integration -> Coral Bridge for HubSpot.
  4. Choose what Coral Bridge should create when an order enters a selected status: Do not sync WooCommerce orders to HubSpot, Create HubSpot Contacts, or Create HubSpot Contacts and Deals.
  5. Select one or more Trigger Statuses. Coral Bridge runs when an order enters any selected status. The default status is Processing.
  6. If creating deals, choose the HubSpot Deal Pipeline. Save after choosing a pipeline to refresh the Deal Stage list, then choose the stage for new WooCommerce deals.
  7. Optionally choose a HubSpot Owner. The selected owner is assigned to both contacts and deals.
  8. Customize the Deal Name Template if needed, and choose whether Coral Bridge should append -1, -2, etc. when a generated deal name already exists.
  9. If creating deals, optionally enable Attach PDF to upload a PDF of the WooCommerce admin New order email, including line items, to the HubSpot deal. Requires an active Coral Bridge license.
  10. Press the Save changes button.
Screenshot of the page at WooCommerce > Settings > Integration > Coral Bridge for HubSpot. Shows inputs to enable the feature and control what WooCommerce order statuses trigger the HubSpot integration.

WooCommerce Contacts

Contacts are matched by billing email address. If a contact already exists in HubSpot, Coral Bridge updates it. If no contact is found, Coral Bridge creates one.

WooCommerce contact sync sends the billing email, first name, last name, phone, street address, city, state/region, postal code, and country/region.

WooCommerce Deals

Deal sync always creates or updates the contact first so the deal can be associated with that contact. WooCommerce deals include the generated deal name, order total as the amount, selected pipeline, selected deal stage, and selected owner when configured.

Upload new order email PDF

When deal sync is enabled, you can attach a PDF of the WooCommerce admin New order email, including line items, to the HubSpot deal. The order document lands on the deal in the background.

  • The setting is Attach PDF at WooCommerce → Settings → Integration → Coral Bridge for HubSpot. The checkbox label is Upload New order email PDF to HubSpot deal.
  • The checkbox is available when Create HubSpot Contacts and Deals is selected. It is off by default.
  • Coral Bridge generates the PDF from the WooCommerce admin New order email, including line items.
  • Requires WooCommerce, the admin New order email, and an active Coral Bridge license.

HubSpot Deal Name

Design the deal name using the following dynamic tags. The default deal name template is {billing_last_name}{billing_first_initial}{order_date:mdy}.

Available tags

  • {billing_first_name}
  • {billing_first_initial}
  • {billing_last_name}
  • {billing_email}
  • {order_id}
  • {order_number}
  • {order_date:mdy}
  • {order_total}
  • {currency}
  • {status}
  • {site_name}

WooCommerce Order Notes

Coral Bridge adds WooCommerce order notes for successful syncs and for errors such as a missing HubSpot Service Key, invalid billing email address, or HubSpot API failure. PDF upload success and failures are also recorded as order notes.