Create a HubSpot form on your WordPress website lets you efficiently capture leads and collect customer information.
With HubSpot forms, you can track submissions, automate follow-up emails, and nurture leads using CRM tools.
This integration boosts your marketing efforts, enhances customer engagement, and drives conversions while maintaining a smooth user experience. It also centralizes customer interactions and optimizes your marketing campaigns.
In this blog, we will learn two distinct methods to create a HubSpot form for your WordPress website, which will make your site more engaging and interactive.
Benefits to Create a HubSpot Forms
Before learning how to build a HubSpot Form, let’s first understand the benefits to create a HubSpot form. This section will show the advantages of making a HubSpot form for a WordPress website.
HubSpot is a widespread platform that lets you grow your organization through marketing and sales. It offers numerous tools, including a content management system, customer relationship manager, form builder, email marketing, live chats and chatbots, and more.
Among all these tools, HubSpot Form Builder is the best tool for WordPress websites. It allows you to build customized forms for lead generation and business growth. Its drag-and-drop feature enables you to create specialized forms with zero technical expertise.
Using HubSpot Form Builder for your site provides many benefits, such as customization, specialized fields, and more. Here are some advantages of operating HubSpot for creating forms:
- Drag-and-drop feature to build pop-up or embedded forms
- Style form according to the company’s goals and brand
- Directly save the information into your company’s database
- Get blank and pre-designed templates according to your requirements
- Receive notifications with new form submissions to build a connection with users
Since you have learned all the benefits of using HubSpot as a form builder for your WordPress website, it’s time to discuss how to create a HubSpot form for your website.
Methods of Create HubSpot Form
There are two different methods for building a customized and interactive HubSpot form for your website. These two methods let you create a HubSpot form and pop-ups from different templates for lead generation.
HubSpot Plugin
It is one of the easiest ways to create a HubSpot form for your WordPress website. Please install and activate the HubSpot plugin on your site to create a form using it.
After activating the HubSpot plugin, it will be added to the new menu item of your WordPress admin sidebar. Afterwards, click on the HubSpot option to open the plugin.
Now, create an account for the HubSpot dashboard. Log in to your account by entering your username and password. Click on the “Login” button to open the dashboard.
Once you have logged into your account, HubSpot will ask your permission to continue using this account.
To continue, click the “Continue with this account” button.
After that, WordPress will ask your permission to connect the HubSpot account with the WordPress website.
Hit the “Connect Website” to move ahead with the website.
After connecting HubSpot and the WordPress website, head to the WordPress dashboard. Click the “Forms” button under the HubSpot section to continue creating forms.
Now, you are heading towards the “Forms” page, where you can create a form by clicking the “Create a Free Form” button.
In the next step, you must choose the form type and click the “Next” button at the top to initiate the process.
We are creating an “Embedded Form,” so we will choose the same for form creation.
Once you select the form type, you will move towards the HubSpot template library.
Now, choose the template you want to add, such as Registration or Contact Us. Then, hit the “Start” button to proceed.
Selecting the template will open the form builder, which you can use to customize your form. You can customize the template by dragging and dropping fields from the left side to the right side.
After customizing the form, click the “Submit” button at the top right corner of the page.
After submitting the form, you will see a pop-up stating “Review and Publish.” To publish your form, scroll down the page and click the “Publish” button.
Once you click the “Publish” button, a pop-up window with a short code will appear on your screen.
Copy this short code and embed the form to your site’s pages wherever you want.
WP-Forms
Another method to create a HubSpot form is using the WP-Forms. Over 6 million people use this drag-and-drop WordPress form builder with a HubSpot integration add-on.
You can add a WP-Forms plugin to activate this plugin for your WordPress website.
Once you activate the WP-Forms plugin, go to the “Add-ons” tab in the WP-Forms section of the dashboard.
You will now be directed to the “WP-Forms Add-ons” page, where you will see the “HubSpot” add-on. To upgrade this add-on, click on the “Upgrade Now” button.
You will move to the “WP-Forms Account” page. Scroll down to the “HubSpot Add-on” section and click the download button.
Then, you can easily install and activate this add-on just like you activated the plugin.
For the next step, go to WP-Forms and head towards the “Settings” from the WordPress dashboard. In the dashboard, select the “Integrations” tab.
In the Integrations list, you will see HubSpot. Against the HubSpot option, click the arrow button to expand the section, and click the “Add New Account” button to add your account.
After adding your account, you will see a prompt on the screen asking you to log in to your HubSpot account by entering your login credentials.
When you log into your account, click the “Continue with this account” button to click the form creation.
Then, a pop-up will appear asking permission to connect WP-Forms with the HubSpot account. Click on the “Connect App” button to move ahead.
Once you have connected the WP-Forms with HubSpot, head to the WordPress dashboard and return to the “Integrations” screen. Here, you will see “Connected” against the HubSpot section.
Select the “Add New” button to create a HubSpot Form under the WP-Forms section.
Then, choose the form template you want to build from the WP-Forms library.
After selecting the desired form template, you will directed towards the WP-Forms interface. Here, you can edit the form template.
Click on the “Marketing” button under the menu bar on the left-hand side. You will see HubSpot under the list of integrations.
Choose the HubSpot option, which will open a pop-up. Then, hit the “Add New Connection” button at the top.
Under WP-Forms, add a nickname for your HubSpot form. To save your name, hit the “OK” button.
Now, allow the WP-Forms permission to add your HubSpot account and choose the action plan.
Select the account from the dropdown and choose “Action to Perform” according to the content you want to collect.
Then, select the details you need from the visitors, including Name, Email address, lead status, and more.
Now, customize your form from the form builder with the drag-and-drop feature.
Add the information you want to collect and your HubSpot account.
After finishing the customization, click the “Embed” button at the top right of the form builder.
It will open a pop-up saying “Embed in a Page” with two options. To add the form to a new page, click the “Create New Page” option. To add a form to a pre-existing page, click the “Select Existing Page” option.
Then, select the desired page from the dropdown menu. Click the “Let’s Go” button to embed the form.
Afterward, you will be directed to the selected page, where you will see that the form has already been embedded.
To make your form live, click the “Publish” button at the top right corner.
Now, your HubSpot form is live on your WordPress website.
Conclusion
Create a HubSpot form for your website brings more leads and makes your site more interactive. Hence, to create a HubSpot form, you must align it according to your website’s theme and brand. These two methods are the best to create a HubSpot form for your website as they provide the easiest methods to customize the forms. This step-by-step tutorial assists you in making an interactive HubSpot form according to your preferences. We hope that this blog will be helpful for you.
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