App Tutorial

Step-by-Step Guide to Creating HubSpot Forms

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
February 21, 2024
TL;DR

Creating a form in HubSpot involves selecting a form type, customizing fields, and setting post-submit actions. Forms can be integrated into HubSpot or external pages.

  • Navigate to your landing or website pages in HubSpot.
  • Customize form settings, fields, and post-submit actions.
  • Publish or update to make changes live.
  • For pop-up forms, navigate to Marketing > Lead Capture > Forms, customize, and publish.

Automate your HubSpot workflow with Bardeen to enhance efficiency. Learn more at https://www.bardeen.ai/download.

How to Create a Form in HubSpot

Creating a form in HubSpot allows you to capture information from your visitors and leads. The process involves selecting a form type, customizing the form fields, and deciding what happens after a form is submitted. HubSpot forms can be added to HubSpot pages, external pages, or used as standalone form pages.

  1. In your HubSpot account, navigate to your landing pages or website pages.
  2. Hover over an existing page with a form module and click Edit, or create a new page.
  3. In the page editor, click the form module. If your page does not currently have a form module, learn how to add modules to a page.
  4. On the Content tab in the left panel, customize the form's settings for this page:
    • Form title: enter a name for the form.
    • Choose a form: select a form for this page. To use an existing form, click the dropdown menu and select a form. To create and use a new form, click Actions > Create new form.
  5. To edit your form fields, button text, and data privacy and consent options, click to expand the Form content section and configure your form content.
  6. Customize your post-submit actions in the Thank you section to configure what happens after a form is submitted.
  7. Click Publish or Update to take these changes live.
Automate your HubSpot processes to enhance efficiency. Check out Bardeen's Create HubSpot ticket playbook.

How to Create a Pop-Up Form in HubSpot

Pop-up forms in HubSpot are designed to capture leads and can be added to any blog post, landing page, or website page hosted on HubSpot. These forms are particularly useful for engaging visitors and capturing information without redirecting them to another page.

  1. In your HubSpot account, navigate to Marketing > Lead Capture > Forms for Professional and Enterprise accounts, or Marketing > Forms for Starter and Free accounts.
  2. Click Create form and select your form type. To create a pop-up form, select one of the following form types: Pop-up box, Dropdown banner, Slide in left box, or Slide in right box.
  3. Customize your callout text, featured image, and theme color on the Callout tab to grab your visitors' attention.
  4. On the Form tab, customize the form displayed after a visitor clicks the callout. Add and customize fields, form button text, GDPR options, and language.
  5. Configure what happens after a visitor submits your pop-up form on the Thank you tab.
  6. Customize the targeting for your pop-up form to determine when and where the pop-up form appears on your site.
  7. Use the Automations tab to configure follow-up actions after the form is submitted.
  8. Preview your pop-up form to ensure it appears as expected on different devices.
  9. Once you're satisfied with the setup, click Publish to take your pop-up form live.

Note: The pop-up forms tool is being sunset, and starting 17th July, users will no longer be able to create or clone pop-up forms. However, existing pop-up forms can still be edited, deleted, and unpublished.

Learn how automating HubSpot can improve email open rates and book more deals for your team. Read more.

Automate HubSpot Tasks with Bardeen: Efficiency Unlocked

While creating a form in HubSpot is a crucial step towards gathering leads and information, automating your HubSpot processes can significantly enhance your efficiency and productivity. By using Bardeen, you can automate various tasks related to form submissions and beyond, ensuring a seamless flow of data and interactions within your HubSpot account.

  1. Create HubSpot ticket: Automatically generate support tickets from various triggers, improving your customer service and issue tracking.
  2. Add a new row to Airtable, when HubSpot contact is created: Seamlessly sync new HubSpot contacts to an Airtable base, enhancing your CRM and sales prospecting processes.
  3. Create a new Notion page, when a HubSpot company is created: Organize company-related information by automatically creating a dedicated Notion page for each new company added in HubSpot.

These automations facilitate a more connected and automated workflow within your HubSpot environment, enabling you to focus more on strategic tasks. Explore these possibilities by downloading the Bardeen app at Bardeen.ai/download.

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