How to Create and Manage Forms in Hubspot

Forms in Hubspot let you capture contacts, qualify leads, and sync data directly into your CRM, all without needing custom code. This guide walks you through every major step of creating, customizing, and using forms inside your portal.

Accessing the Hubspot forms tool

Before you build your first form, you need to open the forms tool in your account.

1. Log in to your account dashboard.
2. Navigate to your marketing tools menu.
3. Open the forms section to see your existing forms and creation options.

From here, you can create new forms, clone existing ones, and manage submission data.

Creating a new Hubspot form

When you are ready to build a new form, use the built-in editor to define structure and behavior.

1. Click the button to create a new form.
2. Choose a form type, such as an embedded form, standalone page form, or popup style.
3. Select a template layout or start from a blank form if you prefer full control.
4. Name your form so your team can recognize its purpose later.

After you choose the basic configuration, the form editor opens so you can customize fields and design.

Configuring fields in your Hubspot form

Form fields determine what data you collect from visitors. The system connects each field to properties in your database.

Selecting and ordering fields in Hubspot

1. In the left sidebar, browse available properties such as email, first name, last name, and phone.
2. Drag fields onto the form preview area.
3. Reorder fields by dragging them up or down to match your preferred flow.

Use only the fields required for your goal to reduce friction and improve completion rates.

Editing individual field options in Hubspot

Each field includes configuration settings you can adjust.

• Change label text to match your brand voice.
• Set placeholders and help text for added clarity.
• Mark important fields as required.
• Choose input types such as dropdown, checkbox, radio select, or single-line text.

Save changes as you go to avoid losing your setup work.

Styling and layout for Hubspot forms

Consistent styling helps forms blend into your pages and improve user trust.

Basic styling controls in Hubspot

Within the form editor you can usually manage:

• Field width and alignment
• Submit button text and color (depending on theme and template)
• Spacing between fields
• Header and description text above your form

For more advanced styling, you can adjust settings from your theme or use style overrides in your website templates.

Multi-step form options in Hubspot

In some accounts, you can create multi-step or progressive forms by splitting fields across several views or by using conditional logic. This is useful for longer forms where you want to avoid overwhelming visitors with too many fields at once.

Setting form options and behavior in Hubspot

Form options control what happens when a visitor submits, how you handle existing contacts, and how you send notifications.

Submission and follow-up settings

Key submission settings usually include:

• Thank you message or redirect URL: Show an inline confirmation or send visitors to a dedicated thank-you page.
• Notification emails: Configure internal alerts so your team is notified when specific forms are submitted.
• Contact creation rules: Automatically create new contacts or update existing records based on email address or other identifiers.

Make sure your thank-you experience matches the promise you made on the page hosting the form.

Consent and compliance settings in Hubspot

If you operate in regions with privacy regulations, configure consent settings appropriately.

• Add checkboxes or text to explain how you use data.
• Provide links to your privacy policy.
• Use consent options for communications such as email subscriptions.

Review your legal requirements with your compliance team and reflect them in every relevant form.

Using progressive profiling in Hubspot

Progressive profiling lets you shorten forms for returning visitors while still gathering more data over time.

1. Identify a set of core fields that always remain visible.
2. Define additional fields to appear only when earlier data is already known.
3. Apply these rules in the form options so visitors see fewer questions on each visit.

This approach reduces friction and helps you collect richer profiles without long one-time forms.

Embedding Hubspot forms on your website

Once your form is ready, you can place it on any supported page.

Copying the embed code from Hubspot

1. Publish your form from the editor.
2. Locate the embed code option.
3. Copy the generated script or iframe snippet.

This snippet can be added to your website or landing pages to display the form and capture submissions.

Adding your form to pages and blogs

You can place forms on different types of pages:

• Landing pages built inside your portal.
• Website pages built with the CMS editor.
• External sites by pasting the embed code into your HTML.
• Blog posts using modules or custom code blocks.

Always test your live page to confirm the form loads correctly and captures test submissions.

Analyzing form performance in Hubspot

After your form is live, monitor performance to improve conversion rates.

• Track total views, submissions, and conversion rate.
• Compare performance across different pages or offers.
• Review submission details to understand which fields are most critical.

Use these insights to adjust your fields, messaging, and layout to better match visitor behavior.

Best practices for optimizing Hubspot forms

To improve lead quality and conversion, follow a few practical guidelines.

• Keep the number of fields as low as possible for top-of-funnel offers.
• Use clear labels and error messages.
• Test different button copy on your submit button.
• Align questions with the value of the content or offer on the page.
• Review performance regularly and refine based on data.

These practices help you balance data collection with user experience.

Additional resources for mastering Hubspot forms

To go deeper into configuration details, review the official product documentation. You can find a full walkthrough of the tool at the Hubspot forms creation guide.

If you need strategic help implementing forms as part of a broader marketing and CRM strategy, you can explore consulting resources at Consultevo.

By using the native forms editor, configuring smart options, and embedding forms thoughtfully, you can turn your portal into a streamlined lead capture engine that scales with your campaigns.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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