Setting Up Contact Forms with HubSpot

Where to find this

Navigate to Services → HubSpot Forms tab.

Overview

Create forms on your website that automatically send inquiries to your HubSpot CRM.

What You'll Need

• HubSpot connected (see previous article)
• An idea of what information you want to collect

Form Types

You can create two types of forms:

Type	Purpose	Where Data Goes
Contact Form	General inquiries, quotes, questions	HubSpot Contacts
Service Form	Support requests, complaints, issues	HubSpot Tickets

Creating a Form

1. Access HubSpot Forms

   • Go to Services → HubSpot Forms tab.

2. Choose Form Type

   • Decide if you want a Contact Form or Service Form.

3. Select or Create Form

   • Use an existing HubSpot form:
     • Select from the dropdown list of your HubSpot forms.
     • Settings will load automatically.
   • Create a new form:
     • Click the Create New Form button.
     • Enter a name for your form.
     • Configure the fields you want.

4. Configure Fields

   • Each form has default fields. You can:
     • Toggle fields on/off: Use the toggle to show or hide fields.
     • Reorder fields: Drag fields to change their order.
     • Edit labels: Click on a label to change what customers see.
     • Add custom fields: Include additional HubSpot properties.

   Default Contact Form fields:

   • Name
   • Email
   • Phone
   • Message

   Default Service Form fields:

   • Name
   • Email
   • Subject
   • Priority
   • Category
   • Description

5. Save Your Form

   • Click the Save Changes button to activate your form on your website.

Managing Your Forms

To make changes:

1. Return to Services → HubSpot Forms tab.
2. Edit fields or settings as needed.
3. Click Save Changes to apply changes.

Viewing Submissions

Contact Forms:

1. Go to HubSpot → Contacts.
2. Find the new contact.
3. View their details and form submission.

Service Forms:

1. Go to HubSpot → Service → Tickets.
2. Find the new ticket.
3. Respond to the customer's request.

Tips for Better Forms

• Keep it short: Only ask for essential information. Fewer fields = more submissions.
• Make key fields required: Ensure you always get the essentials (email, message).
• Use clear labels: Help customers understand what to enter.
• Test your forms: Submit a test entry to ensure everything works.

Troubleshooting

• Form submissions not appearing?

  • Check your HubSpot connection is active.
  • Allow a few minutes for sync.
  • Verify the form is properly saved.

• Fields missing?

  • The field must exist as a property in HubSpot. Create the property in HubSpot first, then add it to your form.

Additional Features

• Multi-Site Scope: Choose whether the form applies to the current site or all sites.
• Archive Option: Remove forms by archiving them in HubSpot if no longer needed.