Forms

Use this capability family for HubSpot form creation, updates, and archival.

At A Glance

Supported actions	Bridge or hybrid actions	Access used
3	0	forms

Common Requests

• Create a form with expected fields and follow-up behavior.
• Update a form name or configuration after confirming the target form.
• Archive a form that should no longer collect submissions.

Review Checklist

• Confirm the target portal is correct.
• Check the operation names, target assets, and required access.
• Resolve missing-permission warnings before execution.
• Review operation results after execution.
• Review fields, labels, consent language, and follow-up behavior before publishing form changes.
• Confirm archived forms are no longer embedded or linked from active pages.

Supported Actions

Action ID	What it does	Execution	Required access	Main details
create_form	Create a HubSpot form.	Does not require the bridge extension	forms	definition
delete_form	Archive a HubSpot form.	Does not require the bridge extension	forms	form ID
update_form	Update a HubSpot form.	Does not require the bridge extension	forms	form ID, updates

Action Details

Create a HubSpot form

Create a HubSpot form. The draft records definition for review.

• Action ID: create_form
• Change type: Create
• Execution: Does not require the bridge extension
• Required access: forms
• Main details reviewed in the plan: definition
• Planning notes:
  • Use canonical form fieldType values: datepicker, dropdown, email, file, mobile_phone, multi_line_text, multiple_checkboxes, number, payment_link_radio, phone, radio, single_checkbox, single_line_text. Prefer single_line_text for names/company, phone for phone numbers, email for email, and multi_line_text for messages.
  • Split longer forms into multiple fieldGroups of 3 or fewer fields. A group may also contain richText instead of fields.
  • Include validation: {} on normal fields unless stricter validation is needed; email fields are rejected without validation.
  • For dropdown, radio, multiple_checkboxes, and payment_link_radio fields, provide non-empty options with label/value pairs.

Archive a HubSpot form

Archive a HubSpot form. The draft records form ID for review.

• Action ID: delete_form
• Change type: Delete
• Execution: Does not require the bridge extension
• Required access: forms
• Main details reviewed in the plan: form ID

Update a HubSpot form

Update a HubSpot form. The draft records form ID, updates for review.

• Action ID: update_form
• Change type: Update
• Execution: Does not require the bridge extension
• Required access: forms
• Main details reviewed in the plan: form ID, updates

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