Manage Your Forms in Hubspot: Complete How-To Guide

Managing forms in Hubspot is essential for capturing quality leads, tracking submissions, and keeping your CRM data clean. This guide walks you through how to create, edit, organize, delete, and restore forms using the forms tool so your marketing, sales, and service teams stay aligned.

Accessing the Form Dashboard in Hubspot

Before you can manage anything, you need to reach the main forms dashboard in your Hubspot account.

1. Log in to your Hubspot account.
2. In the main navigation bar, go to Marketing > Forms (or search for “Forms” in the global search).
3. You’ll land on the forms index page where all your forms are listed.

From this dashboard, you can create new forms, open existing ones, review performance, and clean up old assets.

Understanding the Hubspot Forms Index

The forms index in Hubspot is your control center for every form you’ve created. The layout typically includes filters, a search bar, and a table of all forms.

Key columns on the Hubspot forms table

• Name: The internal name of your form, which you can click to open and edit.
• Type: Indicates if it’s a regular form, popup form, embedded form, or another supported type.
• Views: How many times the form has loaded on pages.
• Submissions: The total number of successful form submissions.
• Conversion rate: Submissions divided by views, shown as a percentage.
• Last updated: When the form was most recently edited.

Use the search bar to quickly locate a form by name or apply filters to focus on form types or ownership.

Create a New Form in Hubspot

You can build new lead capture assets directly from the forms index.

1. In the forms dashboard, click Create form.
2. Select the type of form you want, such as:

• Regular form for pages and landing pages
• Popup form for on-page lead capture
• Embedded form to use on external sites

3. Choose a template or start from scratch.
4. Drag and drop fields from the left sidebar onto the form canvas.
5. Configure options like follow-up emails, notifications, and form language.
6. Click Publish when you’re ready to use the form.

After publishing, you can add the form to Hubspot pages, embed it on external websites, or use it in campaigns.

Edit Existing Hubspot Forms

Editing existing forms in Hubspot lets you optimize performance and keep your data model consistent.

Open and adjust form fields

1. From the forms index, click the form name you want to edit.
2. On the editor screen, use drag-and-drop to reorder or remove fields.
3. Click any field to change label, placeholder text, or validation rules.
4. Add new fields from the left sidebar as needed.

Changes you make to a published form will automatically update wherever the form is used, including Hubspot-hosted pages and embedded locations.

Form options and submission settings

Within a form’s Options tab, you can usually configure:

• What happens after a submission (thank-you message or redirect URL).
• Form submission notifications to specific users or teams.
• Follow-up email settings to nurture new contacts.
• Consent fields and legal basis options for data privacy compliance.

Make sure any changes align with your CRM and reporting strategy so that submissions integrate smoothly into your existing Hubspot workflows.

Organize Forms in Hubspot for Better Management

As you scale, you’ll have many forms for different campaigns. Good organization makes reporting and updates easier.

Use filters and search

• Filter by type to view only popup forms, embedded forms, or regular forms.
• Filter by owner to see forms created by you or specific teammates.
• Use the search bar to find a form by partial name.

Naming conventions for Hubspot forms

Create a consistent naming system, for example:

• [Lifecycle Stage] – [Asset Name] – [Channel]
• Example: Lead – Ebook: SEO Checklist – Website

This helps you quickly identify the purpose and placement of each form in Hubspot reporting and campaigns.

View Form Performance in Hubspot

Monitoring metrics helps you improve conversions and lead quality.

1. Open a specific form from the index.
2. Navigate to the form’s Performance section.

Typical performance metrics include:

• Views and unique views
• Total submissions and new contacts created
• Conversion rate over time
• Top pages where the form is used

Use these insights to test new field combinations, adjust calls-to-action, and optimize page placement inside Hubspot.

Delete and Restore Forms in Hubspot

Over time, some forms become outdated. You can clean up the forms index while still preserving important historical data.

How to delete a form

1. In the forms dashboard, check the box next to the form you want to delete.
2. Click the Delete option in the table toolbar or from the More actions menu.
3. Confirm the deletion when prompted.

Deleting a form typically prevents new submissions, but it does not remove historical submission records from the CRM in Hubspot.

Restore a deleted form

If you mistakenly delete a form, you may be able to restore it from the recycle or restore area, depending on your account configuration and data retention period.

1. Go to your account’s restore or recycle section (if available in your subscription).
2. Find the form by name or deletion date.
3. Select the form and click Restore.

Once restored, the form can be used again on pages or embedded externally, and previous submissions remain associated with the relevant contact records.

Use Hubspot Forms Across Pages and Campaigns

Forms are central to lead capture across your marketing ecosystem.

Add forms to Hubspot pages

1. Open a Hubspot landing page or website page in the editor.
2. Add a form module to your layout.
3. Select the appropriate form from the dropdown list.
4. Publish or update the page.

The form’s appearance and behavior follow what you configured in the forms tool.

Embed forms on external sites

1. Open the form in the editor.
2. Locate the Embed or Share section.
3. Copy the embed code snippet.
4. Paste it into the HTML of your external site.

Submissions from embedded locations still create or update contacts inside Hubspot, giving you one consistent hub for all lead data.

Best Practices for Managing Hubspot Forms

Follow these tips to keep forms maintainable and high-performing.

• Regularly review the forms index and archive or delete outdated forms.
• Avoid creating near-duplicate forms when a single, reusable form will work.
• Test new fields or layouts on a small number of forms before rolling out widely.
• Align naming conventions with your teams so everyone understands form purposes.
• Check performance reports monthly to identify low-converting forms and optimize them.

Additional Hubspot Resources

To go deeper into technical details for managing your forms, see the official Hubspot knowledge base article on forms management here: Manage your forms in Hubspot.

If you need strategic help implementing form best practices, automation, or integrations, you can also consult specialists at Consultevo for advanced Hubspot enablement and optimization support.

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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