How to Use the New Hubspot Forms Editor (Beta)

The new Hubspot forms editor beta gives you a faster, more flexible way to create and manage forms that capture the right data from your website visitors. This guide walks you step by step through creating, customizing, sharing, and analyzing forms in the updated experience.

Accessing the New Hubspot Forms Editor

Before you build your first form, you need to access the new editor in your account.

1. In your Hubspot account, navigate to Marketing > Forms.
2. Select the option to use the new forms editor beta (if prompted).
3. Click Create form to start building.

The new interface focuses on clarity and speed, with a left panel for fields, a central live preview, and settings on the right.

Creating a New Hubspot Form

Once in the tool, you can create a form that matches your conversion goal.

1. Click Create form.
2. Choose a form type, such as:
   • Embedded form
   • Standalone page form
   • Pop-up form (if available in your subscription)
3. Select a template or start from scratch.
4. Give the form a clear internal name so you can identify it later.

The new editor lets you see changes in real time, so you immediately understand how the form will appear to visitors.

Adding and Managing Fields in Hubspot Forms

The core of any form in Hubspot is the fields you add and how you configure them.

How to add fields in the Hubspot editor

1. In the left sidebar, browse your form fields library.
2. Drag a field into the form preview or click to add it.
3. Reorder fields by dragging them up or down in the layout.

Commonly used fields include:

• First name and last name
• Email address
• Phone number
• Company name
• Dropdown lists or radio selects for qualification

Configuring field options in Hubspot

Each field can be configured for better data quality.

1. Select a field in the preview.
2. In the right panel, edit options such as:
   • Label: What visitors see on the form.
   • Placeholder text: Example values that appear inside the input.
   • Required: Force visitors to complete the field before submission.
   • Help text: Short explanations or instructions.
3. Click Apply or similar to save the change.

Use only the fields you really need to reduce friction and increase conversion rates.

Customizing Hubspot Form Design

The beta editor includes styling options so your forms match your brand.

Styling your Hubspot form

1. Open the Style or Design tab in the editor (location may vary).
2. Adjust visual properties like:
   • Font styles and sizes
   • Field padding and spacing
   • Button color, shape, and text
   • Border radius and background color
3. Preview how the form looks on desktop and mobile.

Stick to your existing brand colors and typography so the Hubspot form blends into your website experience.

Editing form text and messages

Use clear, action-focused text across all copy areas.

• Edit the form title to describe what visitors get.
• Adjust field labels so they are simple and unambiguous.
• Customize submit button copy to reflect value, for example, “Get the guide” or “Request a demo”.

The new editor lets you update text inline, so you can quickly test different variations.

Configuring Hubspot Form Options and Behavior

Beyond design and fields, you must configure what happens after a visitor submits the form.

Submission settings in Hubspot

1. Open the Options or Settings tab for the form.
2. Choose what happens on submission:
   • Show a simple thank-you message on the same page.
   • Redirect to a dedicated thank-you page for deeper engagement.
3. Optionally, enable email notifications to internal team members when the form is submitted.

Using a dedicated thank-you page in Hubspot or your CMS makes it easier to track conversions and offer next steps.

Contact creation and deduplication

The new editor respects your account’s contact settings. When someone submits a form:

• Hubspot creates a new contact if one does not already exist.
• If a contact exists based on email or tracking, Hubspot updates that record.

This ensures cleaner CRM data and reduces duplicates.

Connecting Hubspot Forms to Follow-Up Actions

Forms are most powerful when connected to automated follow-up and nurturing.

Using Hubspot workflows with forms

1. After publishing your form, go to Automation > Workflows in Hubspot.
2. Create a new workflow with the enrollment trigger Form submission.
3. Select your specific form from the list.
4. Add actions such as:
   • Send a confirmation or welcome email.
   • Create a task for sales.
   • Update lifecycle stage or lead status.
   • Enroll contacts in a nurture sequence.

Align each form to a specific follow-up process so no lead is left unmanaged.

Routing leads from Hubspot forms

Use conditional logic inside workflows to route leads based on form responses. For example:

• Send high-intent demo requests to a dedicated sales rep.
• Assign trial signups to a customer success team.
• Route partner inquiries to a channel team.

This connects your form strategy to your sales and service motion.

Embedding and Sharing Your Hubspot Form

After configuration, you are ready to add the form to your website or landing pages.

How to embed a Hubspot form on your site

1. In the editor, click Publish.
2. Copy the generated embed code.
3. Paste the code into the HTML of the page where you want the form to appear.
4. Update and publish the page in your CMS.

The form will automatically sync submissions to your Hubspot CRM without additional integrations.

Sharing a standalone Hubspot form link

If you are using a standalone page form:

1. Publish the form from the editor.
2. Copy the shareable URL.
3. Use this link in emails, social posts, or chat widgets to collect responses.

Standalone URLs are ideal for quick campaigns where you do not want to modify your main website.

Analyzing Hubspot Form Performance

To improve results over time, you should regularly review performance data in Hubspot.

Key form metrics to track

• Views: How many times the form was seen.
• Submissions: Total completed forms.
• Conversion rate: Submissions divided by views.
• New contacts: Net new leads created.

Access these metrics from the forms dashboard or directly from the form detail view.

Optimizing Hubspot forms with data

Use performance data to guide your optimization plan:

• If views are low, improve traffic to the page hosting your form.
• If conversion is low, reduce the number of fields or clarify your offer.
• If lead quality is weak, add qualification questions or adjust follow-up logic.

Run controlled changes, publish, and compare results over time.

Helpful Resources for Advancing Hubspot Form Skills

To deepen your knowledge of the new editor, review the official documentation for the beta experience. You can find more technical details and the latest updates at this Hubspot forms editor beta article.

If you need strategic help optimizing forms, automation, or conversions across your entire platform stack, consider working with a specialist agency such as Consultevo, which focuses on data-driven digital growth.

By following these steps and best practices, you can use the new Hubspot forms editor beta to deliver cleaner data, stronger conversion rates, and more efficient lead management across your marketing and sales funnel.

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