How To Create Form In HubSpot

ByPastek Editor Hubspot

Introduction:

HubSpot offers a user-friendly and efficient way to build forms without any coding knowledge. With its drag-and-drop form builder, you can design personalized forms that align with your marketing objectives and engage your audience effectively.

Step 1: Access the Form Builder

  1. Log in to your HubSpot account.
  2. From the main menu, go to “Marketing” and then select “Forms.”

Step 2: Create a New Form

  1. In the forms dashboard, click the “Create form” button.
  2. Choose whether you want to start from scratch or use a pre-designed template. HubSpot provides various templates to suit different purposes, or you can build one from the ground up.

Step 3: Design Your Form

  1. Enter the form editor. Here, you can customize the form’s appearance, fields, and options.
  2. Use the drag-and-drop functionality to add form fields. Common fields include name, email, phone number, company, etc. You can also include custom fields to gather specific information relevant to your business.
  3. Arrange the fields in the desired order, and adjust their layout and styling to match your website’s design and branding.

Step 4: Set Form Options

  1. Configure form settings, such as thank-you messages or redirects after form submission.
  2. Enable form notifications to receive an email when a form is submitted, allowing you to follow up with leads promptly.
  3. Implement progressive profiling, a feature that enables you to show different form fields to returning visitors based on the data you’ve already collected about them

Step 5: Implement Form Integrations (Optional)

  1. Integrate the form with your HubSpot CRM to automatically capture and store form submissions as new contacts.
  2. You can also set up notifications to be sent to specific team members when a form is submitted, ensuring prompt follow-up.

Step 6: Preview and Test

  1. Before embedding the form on your website, use the preview option to check how it looks and functions.
  2. Test the form’s functionality by submitting it with test data to verify that it works as expected.

Step 7: Embed the Form on Your Website

  1. Once you’re satisfied with the form, click the “Publish” button.
  2. HubSpot provides different options for embedding the form on your website. You can use a HubSpot-hosted form URL, embed it directly on a page, or use a pop-up or slide-in form.

Step 8: Monitor Form Submissions and Results

  1. After your form is live, you can monitor its performance using HubSpot’s analytics and reporting tools.
  2. Track metrics such as form submission rate, conversion rate, and source of submissions to gain insights into the effectiveness of your form.

Sample: