How to create a form in HubSpot

Creating a form in HubSpot allows you to collect leads, capture customer details, and grow your contact list. Follow these simple steps to build and publish a form in HubSpot quickly and correctly.

1. Log in to Your HubSpot Account

Go to hubspot.com and click Log in.
Enter your email and password.
From your dashboard, ensure you are in the correct account if you manage multiple portals.

2. Navigate to the Forms Tool

In the navigation bar, click Marketing.
A dropdown menu will appear.
Click on Forms.

3. Create a New Form

Click the Create form button.
Choose Form Editor.
Click Next.

4. Choose a Template

Select either:
- Blank template (to build from scratch), or
- A pre-designed template.
The form editor will open.

5. Add and Edit Form Fields

In the left panel, browse available fields.
Drag and drop fields into your form preview.
Click on any field to:
- Make it required.
- Edit the label.
- Add help text.
To create a new field, click Create new property.

6. Configure Form Options

Click the Edit step on form submit.
Set what happens after submission:
- Display a thank-you message, or
- Redirect users to a page.

7. Style and Preview Your Form

In the navigation bar, click Styling.
Adjust basic styling settings if needed.
Click Preview to see how your form will appear on desktop and mobile.

8. Publish the Form

Click Review and update in the top-right corner.
Review your settings.
Click Update.

9. Add the Form to Your Website

Click Get embed code.
Copy the embed code provided.
Paste the code into your website’s HTML where you want the form to appear.

(Alternatively, select a HubSpot page if you’re adding it directly to a HubSpot landing page.)

What is HubSpot

HubSpot is an all-in-one CRM platform designed to help businesses attract visitors, generate leads, and manage customer relationships. It offers a range of tools across marketing, sales, customer service, and content management. One of its most widely used features is the Forms tool, which allows users to capture contact information directly from their website.

HubSpot forms automatically sync with the built-in CRM, meaning every submission creates or updates a contact record. This makes it easier to track interactions, segment audiences, and trigger automated workflows. Whether you’re collecting newsletter sign-ups, demo requests, or general enquiries, HubSpot forms integrate seamlessly with landing pages, emails, and automation tools. For beginners, the drag-and-drop editor makes form creation straightforward without requiring coding knowledge, while still offering advanced configuration options for growing businesses.

Benefits of using HubSpot to create a form

Using HubSpot to create forms gives you more than just a way to collect data. It connects lead capture directly to your CRM, automation, and marketing tools for a more streamlined process.

1. Automatic CRM Integration

Every time someone submits your form, their details are automatically stored in HubSpot’s CRM. If the contact already exists, their record is updated instead of duplicated. This keeps your database organised and ensures your sales and marketing teams always have accurate, up-to-date information without manual data entry.

2. Built-In Automation Options

HubSpot allows you to trigger actions after form submission, such as sending follow-up emails, assigning leads to sales reps, or enrolling contacts into workflows. This saves time and ensures no lead is missed. Even simple automations can significantly improve response times and engagement rates.

3. Easy Customisation Without Coding

The drag-and-drop editor makes it simple for beginners to build professional forms quickly. You can customise fields, set required inputs, add help text, and adjust post-submission settings without technical knowledge. This flexibility allows businesses to create forms tailored to specific campaigns or goals.