What is a HubSpot form and how to create one

In this video, we'll Explore what a HubSpot form is and how to create one.

A HubSpot form is a built in tool that lets you collect information from website visitors.

You can gather things like name, phone number, email or any custom data you choose and use it to build your contact database.

Whenever someone fills out the form, they will be added to your CRM as a contact.

To create a HubSpot form, login to your HubSpot account.

From the main menu choose Marketing then click on Forms.

On the top right corner you will see Create Form.

Click on it.

Now we need to choose the form editor.

HubSpot currently offers two form builders the Form Editor and the Legacy Form Editor the form editor is HubSpot's newer recommended experience.

It offers a more modern interface so supports multi step forms and conditional logic, and also improved customization and better integration with automation and CRM features.

And the Legacy Form Editor is the older version.

It still works, but it has limited customization, fewer advanced features, and HubSpot is gradually moving away from it.

That's why in this video we are using the Form Editor Now.

I'm going to click next.

Next you need to select either a pre made template you can see them here, or start from blank to build your own.

I'm going to start from scratch.

I'm going to use this template to Then give your form a name to identify it later.

I'm going to call this Webinar Registration Form.

Once your blank form is ready, you'll add fields that collect the data you want.

By default, the email field is required for form submissions.

To create contacts, HubSpot will check whether an email address is valid before allowing a user to submit the form.

To create a new field, you need to navigate to the menu here on the left.

Click on the add icon here and drag and drop the field that you want to add.

I'm going to go with the single line text here.

Give a name to your field.

Let's go with website URL.

And what's important, you need to link this to HubSpot property.

So let's see if I have a website URL property here.

Yes, so I'm going to link this to a website URL property.

You can add a placeholder text, let's say enter your website URL.

Next we have a help text here, which is an informational text below the fields label to help the visitors complete the field.

We have the default value here.

It's a value that will be submitted for the field by default unless the visitor changes it.

You can also make fields, required if needed by toggling the required field here on and off.

You can also use a hidden form field to pass a value into property without requiring contacts to fill in the corresponding form field, for example when you can use it.

When a contact submits a requested demo form, let's say, or any other form, you may want them to automatically have a specific status.

Let's say you want to set their status to new.

You can use a hidden field to set a value of new to the status field, without the contact filling out that form field.

You can also enhance your form by adding additional elements like text, images or security by clicking on add icon again then going to other and drag and drop image heading or whatever you want.

I can add a heading here as an example so you can see how it works and name it.

Webinar registration form.

In this case I want to remove this one so it looks nicer.

If you're happy with your form, click on review and update.

Then review all the information.

If everything seems correct, click update You can then embed the form on your website landing page or share it directly with a standalone link.

To test and make sure my form works, I'm going to copy the link, open it in a new tab.

You can see my information is pre filled so let's submit.

Okay form submitted now.

I'm going to go back to HubSpot, close the form, go back from the main menu, I'm going to go to Contacts, CRM, then Contacts and I'm going to try to find myself.

You can see that my information is here, so my form works.

If you want to know how to customize your HubSpot forms to fit your brand colors and how to embed them into your website, watch the next video.