Manage Legacy Form Fields in Hubspot

Managing legacy form fields in Hubspot is essential when you need to update contact properties, refine form options, or adjust how data is collected on older forms that still power key lead capture points on your website.

This guide walks through how to edit legacy form fields, control which properties appear, and configure options such as validation, required status, and dependent fields based on the official documentation.

Accessing Legacy Forms in Hubspot

To start working with legacy form fields, you must first open the correct form editor inside your Hubspot account.

1. In your Hubspot account, navigate to Marketing > Forms.
2. Locate the legacy form you want to edit in the forms dashboard.
3. Click the form name to open the legacy form editor interface.

Once the legacy editor loads, you can see the list of existing fields and any options associated with each one.

Edit Existing Hubspot Legacy Form Fields

Every form field in the legacy editor is linked to a Hubspot contact property. You can adjust how each property appears on the form without changing the underlying stored value.

1. In the left sidebar of the legacy editor, hover over the field you want to change.
2. Click the field name to open its Field options panel.
3. Use the configuration options to change labels, help text, placeholder values, and other display settings.

These settings control the visitor experience while keeping the main property data structure consistent with your CRM.

Configure Hubspot Field Display Options

The legacy form editor provides several display controls so you can match form fields to your content and user expectations.

Change the field label

The label is the text visitors see next to the form field, and you can adjust it without changing the property name in Hubspot.

1. Open the field’s options panel.
2. Edit the Label field to the text you want users to see.
3. Save your changes to update the label on the form.

This helps you maintain internal naming conventions in your CRM while using visitor-friendly language on the front end.

Edit help text and placeholder text

Use help text and placeholders to clarify what information should go in a Hubspot field.

• Help text: Appears under or near the field to give additional instructions.
• Placeholder text: Appears inside the field before the user types, then disappears when data is entered.

To configure this information, edit the corresponding fields in the options panel and save.

Set fields as required or optional

You can decide whether a visitor must complete a specific Hubspot property before submitting the form.

1. In the field options panel, locate the Required checkbox.
2. Select it to make the field mandatory.
3. Clear it to allow form submission without that field.

Use required fields carefully to balance data quality with conversion rates.

Customize Choice-Based Fields in Hubspot

Dropdowns, radio buttons, and multiple checkboxes in legacy forms use predefined options that map to discrete values in Hubspot properties.

Edit choices for dropdowns and radio selects

For single-select fields such as dropdowns or radio buttons, you can manage the available options.

1. Open the options panel for the choice-based field.
2. In the Options area, add, remove, or rename individual choices.
3. Reorder options to prioritize the most commonly selected values.

Any changes to option labels should still align with how you intend to segment and report on contacts in your CRM.

Manage multiple checkbox options

Multiple checkbox properties allow visitors to pick more than one value. In the legacy Hubspot form editor you can:

• Add new checkbox options that reflect new services or preferences.
• Delete options you no longer track.
• Adjust the order so common selections appear near the top.

Always verify that new options map correctly to the corresponding property in your database to preserve reporting accuracy.

Set Progressive Fields in Hubspot Legacy Forms

Progressive fields allow Hubspot to gradually ask for more information from returning visitors by swapping in new questions once a property is already known.

1. Open the legacy form editor for the relevant form.
2. Select a field and mark it as eligible for progressive profiling if available in your legacy interface.
3. Configure which fields should appear as replacements when the original value is already stored for that contact.

This technique helps you keep forms short for repeat visitors while still collecting deeper data over time.

Configure Hubspot Dependent Form Fields

Dependent fields let you show or hide specific properties depending on how users answer an initial question.

Choose a dependent parent field

First, decide which Hubspot field will control the visibility of others.

1. Select the field that will act as the parent (for example, a dropdown for “Contact Type”).
2. Open its advanced options and enable the dependent logic feature if available.

Set up child fields and rules

Once the parent is set, you can link child fields that appear only when certain values are chosen.

1. Add or select the field you want to show conditionally.
2. In the dependency settings, specify the parent field and the value that triggers the child field.
3. Repeat for any additional child fields based on different parent responses.

This logic keeps Hubspot forms concise while still allowing you to collect detailed information from relevant contacts.

Validation and Formatting in Hubspot Forms

Validation rules ensure that the data entering Hubspot meets minimum formatting or content standards before submission.

Enable basic validation

For properties like email, phone number, or numeric fields, legacy forms often support simple validation checks.

• Email fields can verify that the input is in email format.
• Numeric fields can restrict input to numbers only.
• Certain text fields can be limited by length.

Check the field options for any validation settings and enable them where appropriate.

Use placeholder and default values

Default values can pre-populate certain Hubspot fields when you want to suggest a typical response or speed up data entry.

1. Open the field options panel.
2. Set a Default value that will appear automatically when the form loads.
3. Save the form so the default is applied to new submissions.

Always verify that default values make sense for most visitors so they don’t skew your data.

Save and Test Your Hubspot Legacy Form

After adjusting legacy fields, confirm that everything works as expected before using the form in campaigns.

1. Click Save in the legacy editor to store your changes.
2. Use the form preview to test field visibility, validation, and dependent logic.
3. Submit a test entry and verify that the corresponding Hubspot contact record shows the correct property values.

If needed, repeat the process to fine-tune labels, required settings, or conditional rules.

Further Resources for Hubspot Forms

You can review the original documentation about editing legacy form fields directly on the official support page: Edit your form fields (legacy).

For broader strategy around forms, funnels, and marketing automation that work alongside Hubspot implementations, you can also explore consulting resources at Consultevo.

By carefully configuring labels, options, validation, and dependencies, your legacy Hubspot forms can continue to collect clean, structured data that supports accurate reporting and effective marketing workflows.

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