App Tutorial

Guide to Adding Dropdown Menus in HubSpot Forms (4 Steps)

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

To add a dropdown to a HubSpot form, access the form editor via Marketing > Lead Capture > Forms, then add a new field by selecting the dropdown option. Customize it directly in the editor or by editing the contact property.

This guide simplifies the process of enhancing your forms with dropdowns and dependent fields for a better user experience.

Enhance your marketing efficiency by automating form customization tasks with Bardeen.

Adding a Dropdown to a HubSpot Form

Creating and customizing forms in HubSpot allows for the collection of valuable information from visitors and contacts. Among the various form fields that can be added, dropdown menus are particularly useful for presenting a list of options to the user. This guide will walk you through the process of adding a dropdown to a HubSpot form, customizing it, and enhancing your form with dependent fields and custom styling.

Automate your HubSpot workflows and integrate seamlessly with tools like Salesforce, LinkedIn, and Slack. Integrate HubSpot with Salesforce, LinkedIn, and Slack for a more efficient multi-channel outreach and instant alerts.

HubSpot Form Dropdown

To add a dropdown to a HubSpot form, you must first access the form editor. Navigate to Marketing > Lead Capture > Forms in your HubSpot account. Either create a new form or edit an existing one. In the form editor, you can add a new field by searching for the dropdown select option or by creating a new property to use as a dropdown field. Once added, you can customize the dropdown options directly within the form editor or by editing the original contact property to add new options.

HubSpot Customize Form

Customizing a form in HubSpot goes beyond merely adding fields. You can arrange form fields, including dropdowns, side by side, and insert rich text areas between fields for additional context or instructions. This customization is done within the form editor, where you can drag and drop fields to rearrange their order or place them next to each other. For adding content between form fields, use the Paragraph (RichText) element to incorporate text, links, or images.

While manually customizing forms is crucial, automation can elevate your efficiency. Download the Bardeen app and explore our automation playbooks for HubSpot.

HubSpot Form Dependent Fields

Dependent fields in HubSpot forms allow for dynamic interactions based on user input. To add dependent fields, hover over the field you want to be the trigger in the form editor and select the edit option. Navigate to the Logic tab and define the conditions under which the dependent field should be displayed. This feature is particularly useful for creating forms that adapt to the user's responses, providing a more personalized and efficient form-filling experience.

HubSpot Custom Form Fields

Creating custom form fields in HubSpot enables the collection of specific information that is relevant to your business. To add custom fields to a form, use the Create new tab in the form editor. You can select from various field types, including text, date, file upload, and more. Customizing the field options allows you to set default values, make fields required or hidden, and use placeholder text to guide users. Remember, custom fields can also be made dependent on other fields, enhancing the form's interactivity and relevance to the user.

Discover how Bardeen's automation playbooks can streamline your HubSpot processes, such as automatically updating Airtable when a new contact is created. Start by adding a new row to Airtable when a HubSpot contact is created.

Automate Your HubSpot Tasks with Bardeen Playbooks

While manually adding a dropdown to a HubSpot form is an essential skill for digital marketers, automation can significantly enhance your workflow and efficiency. Bardeen offers a suite of automation playbooks that integrate seamlessly with HubSpot, allowing you to automate repetitive tasks, ensuring your focus remains on strategy and creative execution. Experience the power of automation by downloading the Bardeen app at https://www.bardeen.ai/download.

  1. Add a new row to Airtable, when a HubSpot product is created: This playbook automatically adds a new product to Airtable whenever you create one in HubSpot, streamlining your product management process.
  2. Add a new row to Airtable, when a HubSpot company is created: Keep your Airtable bases updated in real-time by automatically adding new company information from HubSpot, enhancing your CRM strategy.
  3. Add a new row to Airtable, when HubSpot contact is created: Automatically update your Airtable base with new contact information from HubSpot, ensuring your lists are always current and accurate.

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