Small Business Management – Forms Pro Implementation Guide

Product: Small Business Management – Forms Pro
Version covered: 1.1.9

This guide covers Forms Pro licensing, conditional logic, file uploads, webhooks, analytics, CRM workflow events, Bulk Email journey triggers, HubSpot integration and Transactional Email routing.

Purpose and dependency model

Forms Pro is the advanced form automation add-on. It builds on Forms Free and adds premium controls for complex form workflows. It should be installed only after Forms Free is active.

Area	Detail
Requires	Small Business Management – Forms Free.
Adds	Conditional logic, file uploads, webhooks, analytics, CRM follow-up actions, workflow events, Bulk Email journey triggers and HubSpot sync.
Email routing	Uses Transactional Email for notifications when available.
Publishing	Supports Pro shortcode and Elementor widget paths.

Installation and licence activation

1. Install Forms Free.
2. Install Forms Pro.
3. Activate the Forms Pro licence.
4. Confirm the Pro dashboard, conditional logic, webhooks and analytics screens load.
5. Run a test submission through every enabled Pro action.

Conditional logic and file uploads

• Use conditional logic to show only relevant fields.
• Keep file upload limits conservative.
• Allow only required file types.
• Explain file requirements to the user before upload.
• Store and delete uploads according to your privacy policy.

HubSpot integration

Forms Pro can sync successful submissions to HubSpot when configured with a private app token. Use HubSpot only when the customer intentionally wants a separate external CRM/marketing handoff.

1. Create a HubSpot private app with the required contact permissions.
2. Paste the private app token in Forms Pro HubSpot settings.
3. Enable HubSpot sync.
4. Map lifecycle stage, company and phone fields where required.
5. Submit a test form and confirm the HubSpot contact is created or updated.

CRM and Bulk Email actions

Forms Pro can create CRM follow-up actions and trigger Bulk Email journeys. Use these for clear business processes only, such as “Quote Request → create task” or “Newsletter Signup → start welcome journey”.

Webhooks and analytics

• Use webhooks only for trusted endpoints.
• Never send more personal data than required.
• Log webhook failures for troubleshooting.
• Use analytics to improve form conversion and reduce unnecessary fields.

Go-live checklist

• Take a full file and database backup before installing on a production site.
• Install on a staging site first when replacing an older build or changing roles.
• Confirm the required parent plugin is active before activating a Pro or Enterprise add-on.
• Use a non-admin test user to confirm menu access and permissions.
• Create one test record, run through the full workflow, and only then import or enable real customer data.