How to Create and Edit Forms in Hubspot

Hubspot makes it easy to build powerful forms that capture leads, sync with your CRM, and track conversions across your website and campaigns.

This step-by-step guide explains how to create, customize, and manage forms so you can collect the right data and improve your marketing workflows.

Understanding Hubspot Form Types

Before you start building, it helps to understand the main form options in the Hubspot forms tool.

• Regular forms: Traditional embedded forms for website pages and landing pages.
• Pop-up forms (legacy): Older pop-up experience, now replaced with newer CTA tools in many portals.
• Standalone forms: Forms with their own shareable URL for quick distribution.

All form types allow you to collect contact data, store it in the CRM, and trigger automations.

How to Create a New Form in Hubspot

Follow these steps to set up a new form in your portal.

Step 1: Navigate to the Hubspot Forms Tool

1. Log in to your account.
2. In the main navigation bar, go to Marketing > Forms.
3. You will see a list of existing forms plus options to filter and search.

Step 2: Start a New Hubspot Form

1. Click Create form.
2. Choose your form type, such as Embedded form or Standalone page.
3. Click Next or Start to open the form editor.

The form editor displays a live preview on the right and field options on the left.

Step 3: Add and Arrange Form Fields

Use the left sidebar in the Hubspot editor to configure fields.

1. Under Fields, browse or search for properties like First name, Last name, Email, or any custom property.
2. Drag a field into the form preview to add it.
3. Reorder fields by dragging them up or down.

Click on any field in the preview to open its settings, where you can:

• Change the label.
• Set placeholder text.
• Make the field required.
• Configure progressive fields (if available) to show different questions over time.

Step 4: Edit Hubspot Form Options

Next, configure the form options to control what happens after submission.

1. Go to the Options tab in the editor.
2. Choose what the visitor sees after submitting:
   • Display a thank you message, or
   • Redirect to a thank you page URL.
3. Select whether to pre-populate fields with known contact data.
4. Enable or disable cookie tracking to associate submissions with contacts.
5. Decide how to manage contact creation and email opt-in behavior.

These settings directly affect how data flows into the CRM and how the visitor experiences the form.

Step 5: Set Up Form Notifications

Hubspot can send internal notification emails whenever someone submits the form.

1. Within the form editor, open the Options or Notifications section (label may vary by account).
2. Enter the email addresses of team members who should be notified.
3. Save your changes so notifications trigger on each new submission.

Notification emails include key contact details so sales or support can respond quickly.

Configuring Hubspot Form Style and Branding

You can style forms so they match your brand and website layout.

Adjust Hubspot Form Styling

1. Open the Style & preview or similar tab in the form editor.
2. Set colors for buttons, labels, and borders.
3. Choose fonts that match your site typography.
4. Preview how the form looks on desktop and mobile.

Some styling options may also be controlled at the theme or template level within your CMS.

Manage Form Language and Error Messages

To localize your forms:

• Select the form language for system text such as error messages.
• Customize default messages for required fields, invalid email, or submission success.

Consistent language and clear messaging improve the user experience and reduce form abandonment.

How to Embed Hubspot Forms on Your Website

After building your form, you can embed it on website pages or landing pages.

Get the Hubspot Embed Code

1. In the forms dashboard, find your form and click its name.
2. Click Share or Embed.
3. Copy the provided embed code snippet.

This JavaScript snippet loads the form on any compatible page.

Add the Hubspot Form to a Page

On your website or CMS:

1. Open the page editor.
2. Switch to HTML or code view where you want the form to appear.
3. Paste the embed code.
4. Publish or update the page.

If you use the Hubspot CMS, you can also add forms directly to pages via the page editor modules instead of copying code.

Editing Existing Hubspot Forms

You can update fields, options, and styling on any existing form without rebuilding it.

Open and Edit a Form

1. Go to Marketing > Forms.
2. Search for the form by name or filter by type.
3. Click the form name to open the editor.
4. Adjust fields, options, and styling as needed.
5. Click Update or Save to publish your changes.

Changes apply everywhere the form is embedded, so always review after editing.

Test Your Updated Hubspot Form

• Open a published page where the form appears.
• Submit test data using a non-critical email address.
• Confirm that:
  • The thank you message or redirect works.
  • Contact data appears correctly in the CRM.
  • Internal notifications are received, if configured.

Testing prevents broken experiences and ensures data quality.

Analyzing Performance of Hubspot Forms

Tracking performance helps you refine your forms and improve conversion rates.

Review Submission Metrics

1. In the forms dashboard, find your form.
2. Review metrics such as views, submissions, and conversion rate.
3. Compare similar forms to identify top performers.

You can also use reports and dashboards to analyze performance by source, campaign, or lifecycle stage.

Optimize Fields and Layout

Based on performance, you may want to adjust your Hubspot forms by:

• Removing unnecessary required fields.
• Grouping related fields logically.
• Using progressive fields to ask more over time.
• Testing different button text or placement.

Smaller, more focused forms often convert at a higher rate while still capturing vital information.

More Hubspot Resources

To dive deeper into specific configuration options and advanced form behavior, consult the official documentation at this Hubspot forms article.

If you need expert help implementing or optimizing forms as part of a broader inbound strategy, you can work with a specialist agency such as Consultevo.

By mastering forms and related tools, you can turn your Hubspot portal into a reliable engine for capturing leads, enriching contact data, and powering automation across your marketing and sales processes.

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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