How to Use HubSpot Forms to Generate More Leads

Are you looking for a way to generate more leads? If so, you should consider using HubSpot forms.
HubSpot forms are a powerful tool that can help you capture more leads and convert them into customers.

HubSpot offers an easy-to-use form tool used to generate more leads for your business.
With HubSpot forms, you can create custom forms within landing pages that are optimised for conversion.
Additionally, HubSpot's forms tool integrates with the rest of the HubSpot platform, making it easy to track and manage your leads.

In this blog post, we'll take a look at how HubSpot forms work and how they can help you generate more leads.

What are HubSpot Forms

HubSpot Forms are a feature of the HubSpot marketing platform that allows businesses to create and embed forms on their website or landing pages. These forms are designed to capture information from website visitors, such as their name, email address, job title, company, and other relevant details. 

HubSpot Forms are customizable, allowing businesses to tailor the forms to their specific needs and requirements. Businesses can choose from a range of form fields and format options, including dropdown menus, checkboxes, and text fields. Additionally, businesses can use HubSpot's drag-and-drop form builder to create forms quickly and easily, without requiring any coding or technical skills.

One of the key benefits of using HubSpot Forms is that the information captured is automatically synced with the business's HubSpot CRM (customer relationship management) system. This means that businesses can easily manage and organize their leads and contacts in one central location. 

HubSpot Forms also offer a range of features to help businesses optimize their lead generation efforts. For example, businesses can set up lead nurturing workflows that automatically send follow-up emails to form submissions. They can also set up progressive profiling, which shows different form fields to returning visitors based on the information already collected. 

Overall, HubSpot Forms are a powerful tool for businesses looking to capture leads and grow their customer base. With their customizable options, integration with HubSpot's CRM system, and lead optimization features, HubSpot Forms make it easy for businesses to generate, manage, and nurture leads from their website visitors.

How HubSpot Forms Can Help You Generate More Leads

Types of HubSpot Forms

There are various types of HubSpot forms, with the main ones being: static, embedded, and pop-up.

Static forms are the most basic type of form.
They are simple HTML forms that you can embed on your website. Static forms are not optimised for conversion and do not integrate with the rest of the HubSpot platform.

Embedded forms are more complex than static forms.
They are designed to be embedded in your website and can be customised to match your website's look and feel. Additionally, embedded forms integrate with the rest of the HubSpot platform, making it easy to track and manage your leads.

Pop-up forms are the most complex type of form.
They appear as a popup on your website and can be customised to match your website's look and feel and can be used to capture leads and gather information from potential customers. Pop-up forms also integrate with the rest of the HubSpot platform, making it easy to track and manage your leads.

Pop-up forms are triggered to appear based on certain conditions, such as when a visitor scrolls to a certain point on the page or clicks a specific button. This makes them a useful tool for capturing leads at the right moment in the customer journey. By customising and integrating your pop-up forms, you can increase the number of leads you capture and improve your lead conversion rate.

Dropdown banner forms are pop-up forms that appear as a banner at the top or bottom of the page. These forms can be triggered to appear based on certain conditions, such as when a visitor scrolls to a certain point on the page or clicks a specific button.

Slide-in left box forms are pop-up forms that appear in a box on the left side of the page. These forms can be triggered to appear based on certain conditions, such as when a visitor scrolls to a certain point on the page or clicks a specific button.

Slide-in-right box forms are pop-up forms that appear in a box on the right side of the page. These forms can be triggered to appear based on certain conditions, such as when a visitor scrolls to a certain point on the page or clicks a specific button.

Each of these Pop-up form styles has its own benefits and can be used in different ways to capture leads and gather information from potential customers.

HubSpot Forms Callout

HubSpot Forms Callout is a feature that allows you to add a callout button to your website that triggers a pop-up form when clicked. This is a useful way to capture leads and gather information from potential customers in a non-intrusive way.

To use the HubSpot Forms Callout feature, you will need to create a pop-up form in the HubSpot Forms tool. Once you have created your form, you can then add the callout button to your website using the HubSpot tracking code. When a visitor clicks the callout button, the pop-up form will appear on the page.

You can customise the appearance and behaviour of the callout button, such as its size, colour, and position on the page. You can also specify the conditions under which the button will appear, such as on certain pages or after a certain amount of time has passed.

Overall, the HubSpot Forms Callout feature is a useful tool for capturing leads and gathering information from potential customers in a non-intrusive way.

HubSpot Forms Thank you pages vs inline message

When a visitor submits a form on your website, you can choose to display a thank you page or an inline message as confirmation.

A thank you page is a separate page on your website that is displayed after a form is submitted. You can customise the content and design of the thank you page to match your brand and provide additional information or resources to the visitor.

An inline message is a message that appears on the same page as the form after the form is submitted. Inline messages are usually shorter than thank you pages and do not require the visitor to navigate to a new page.

Both thank you pages, and inline messages can be used to confirm to the visitor that their form submission was successful and provide additional information or resources. Which one you choose will depend on your specific goals and preferences. Thank you pages may be more effective for providing more detailed information, while inline messages may be more convenient for the visitor.

HubSpot Popup Form Targeting

HubSpot Form Targeting is a feature that allows you to customise the appearance and behaviour of your forms based on the visitor's location, device, and other characteristics. This can be useful for providing a more personalised and relevant experience for your visitors and increasing the effectiveness of your forms.

To use the HubSpot Form Targeting feature, you will need to create a form in the HubSpot Forms tool and then specify the targeting conditions for the form. For example, you can choose to show the form only to visitors from a specific location, using a specific device, or who have visited a certain page on your website.

You can also use Form Targeting to customise the content and design of your forms based on the visitor's characteristics. For example, you can show different form fields or calls-to-action to visitors from different locations or using different devices.

Overall, the HubSpot Form Targeting feature is a useful tool for providing a more personalised and relevant experience for your visitors and increasing the effectiveness of your forms.

HubSpot Form Options

HubSpot Forms offers a variety of options that allow you to customise the appearance and behaviour of your forms. Here are some of the options available:

1. Form design:
   You can choose from a range of design templates or create a custom design for your form. You can also customise the layout and style of your form, including the font, colour scheme, and background.

2. Form fields:
   You can choose which fields to include on your form and customise their labels and placeholder text. You can also specify whether a field is required or optional.

3. Form behaviour:
   You can specify how your form behaves after it is submitted, such as whether to show a thank you page or an inline message, or redirect the visitor to a different page. You can also choose whether to send a confirmation email to the visitor after the form is submitted.

4. Form targeting:
   You can use the Form Targeting feature to customise the appearance and behaviour of your forms based on the visitor's location, device, and other characteristics.

5. Form integration:
   You can integrate your forms with other tools, such as email marketing platforms or CRM systems, to automate your lead management process.

By using these options, you can customise your HubSpot Forms to meet the specific needs of your business and improve the effectiveness of your forms.

HubSpot Forms Automation

HubSpot Form Automation is a feature that allows you to automate actions based on the submission of a form. This can be useful for streamlining your lead management process and saving time.

To use the Form Automation feature, you will need to create a form in the HubSpot Forms tool and then specify the automation actions you want to take when the form is submitted. For example, you can choose to send a confirmation email to the visitor, add them to a specific email list, or update their record in your CRM system.

You can also use Form Automation to trigger other actions based on the submission of a form. For example, you can choose to send a follow-up email or start a HubSpot workflow based on the visitor's form submission.

A simple workflow in HubSpot Forms is a set of automated actions that are triggered based on the submission of a form. HubSpot Workflows allow you to automate tasks and streamline your lead management process.

To create a simple workflow in HubSpot Forms, you will need to create a form and then specify the actions you want to take when the form is submitted. For example, you might want to send a confirmation email to the visitor, add them to a specific list in HubSpot, or update their record in your CRM system.

To create a workflow in HubSpot Forms:

1. Go to the Workflows tool in your HubSpot account.
2. Click the Create workflow button.
3. Select the Forms trigger and choose the form you want to use for the workflow.
4. Specify the actions you want to take when the form is submitted, such as sending an email or updating a record in your CRM system.
5. Preview and test your workflow to ensure it is working as expected.
6. Activate the workflow and monitor its performance.

By creating simple workflows in HubSpot Forms, you can automate tasks and streamline your lead management process.
Overall, the Form Automation feature is a useful tool for automating actions based on form submissions and streamlining your lead management process.

How HubSpot Forms Work

HubSpot forms are designed to help you capture more leads. They work by allowing you to create forms that are embedded in your website. When a visitor fills out the form, their information is sent directly to your HubSpot account. From there, you can follow up with the lead and try to convert them into a customer.

There are a few things that make HubSpot forms different from other forms. First, HubSpot forms are designed to be mobile-friendly. This means that they will look great on any device, including phones and tablets. Second, HubSpot forms come with pre-built templates that make it easy to create beautiful forms. Finally, HubSpot forms integrate with other HubSpot tools, making it easy to track your leads and customers.

How to Create HubSpot Forms

Now that we've looked at the benefits of using HubSpot forms, let's take a look at how to use them.

1. Create a form:
First, create a form using the HubSpot forms tool. Choose a design and layout that is optimised for conversion and reflects your brand. To create a HubSpot form, log in to your HubSpot account and go to Sales > Forms. Then, click the Create Form button.

2. Select a template:
Next, you'll need to select a template for your form. HubSpot offers a variety of templates that you can use, or you can create a custom form.

3. Customise your form:
Once you've selected a template, you can customise your form to match your brand. Select the fields you want to include on your form. These might include name, email, phone number, and any other information you want to collect from your leads.

4. Add a call to action:
Add a call-to-action (CTA) button to your form, such as "Sign Up" or "Download Now." This will encourage your visitors to take the next step and submit their information.

5. Embed your form:
After you've customised your form, you'll need to embed it on your website. HubSpot forms can be embedded on your WordPress website using the Gutenberg editor, theme editor or HubSpot's WordPress plugin. You can also Embed your form on your HubSpot CMS website or create a landing page for it. Make sure the form is prominently displayed and easy for visitors to find.

6. Send follow-up emails:
Finally, you can send follow-up emails to your leads. This helps you stay in touch with your leads and build relationships.

By following these steps, you can use HubSpot forms to generate more leads for your business.

Creating Custom Forms and Landing Pages

With HubSpot forms, you can create custom forms and landing pages that are optimised for conversion. HubSpot's forms tool makes it easy to create beautiful forms that are mobile responsive and fully customisable. Additionally, you can use HubSpot's drag-and-drop editor to easily add or remove fields from your form.

HubSpot also offers a wide variety of pre-built form templates that you can use to get started quickly. Simply select the template that best fits your needs, then customise it to match your brand. Once you're happy with your form, you can add it to a landing page or embed it on your website.

Tracking and Managing Your Leads

Another benefit of using HubSpot's forms tool is that it integrates seamlessly with the rest of the HubSpot platform. This means that you can easily track and manage your leads in one central location. With the forms tool, you can automatically route new leads to the appropriate sales rep, add leads to lists for nurturing, and set up notifications to alert you when a new lead comes in.

If you're looking for a way to generate more leads, you should consider using HubSpot forms. HubSpot offers many features such as automated emails, drip campaigns etc which could help increase sales

Tips for using HubSpot Forms 

When creating your forms, keep the following tips in mind:

1. Keep it simple:
Don't ask for too much information upfront. The goal is to get the lead's contact information so you can follow up with them later.

2. Use an attention-grabbing headline:
Your headline should be something that will make the lead want to learn more about your product or service.

3. Use strong calls to action:
Your call to action should be something that will motivate the lead to fill out your form.

4. Offer something valuable:
In order to get the lead's contact information, you need to offer something of value in exchange. This could be a white paper, e-book, or discount.

5. Follow-up:
Once you have the lead's contact information, be sure to follow up with them. This will help you build a relationship and eventually close the sale. 

6. Use progressive profiling:
Progressive profiling allows you to collect additional information about a prospect over time, rather than asking for everything at once. This can help increase the conversion rate of your forms.

7. Use social proof:
Social proof is the idea that people are more likely to take action if they see others doing it. Consider adding social proof to your forms, such as customer testimonials or the number of people who have already signed up.

8. Use form analytics:
Use form analytics to track the performance of your forms and identify areas for improvement. You can use tools like Google Analytics or HubSpot Forms Analytics to track metrics such as conversion rate, the average time to submission, and the number of form submissions.

9. Optimise your form for mobile:
With more and more people accessing the web on their mobile devices, it's important to optimise your forms for mobile. Make sure your forms are mobile-responsive and easy to use on smaller screens.

By following these tips, you can improve the effectiveness of your forms and capture more leads for your business.

Using HubSpot Forms at Different Stages of the Funnel

Designing HubSpot Forms for different stages of the funnel can help you capture more leads and convert them into customers. The funnel refers to the different stages of the customer journey, from awareness to consideration to decision. By creating forms that are tailored to each stage of the funnel, you can more effectively capture leads and guide them through the conversion process.

Here are some tips for designing HubSpot Forms for different stages of the funnel:

1. Awareness:
   At the awareness stage, visitors are just learning about your business and your products or services. To capture leads at this stage, use forms to offer valuable resources, such as eBooks or whitepapers, in exchange for contact information.

2. Consideration:
   At the consideration stage, visitors are evaluating whether your products or services are a good fit for their needs. To capture leads at this stage, use forms to offer demos, free trials, or consultations in exchange for contact information.

3. Decision:
   At the decision stage, visitors are ready to make a purchase. To capture leads at this stage, use forms to offer special discounts or promotions in exchange for contact information.

By designing your HubSpot Forms for different stages of the funnel, you can more effectively capture leads and guide them through the conversion process.

Non-HubSpot Forms like WordPress

If you're not using HubSpot CMS, there are other ways to use forms. 
Non-HubSpot forms are HTML forms on your external site that weren't created in HubSpot. When you install the HubSpot tracking code on your external page submissions to non-HubSpot forms will be collected in HubSpot.

With HubSpot forms, you can easily collect prospect information and use it to route leads to sales, send personalised follow-up emails, and more. 

If you're using WordPress, you can still use forms on your website by installing a WordPress plugin like Gravity Forms or Contact Form 7. These plugins will allow you to create and manage forms from your WordPress dashboard by using the HubSpot for WordPress Plugin.

Forms can be embedded on your WordPress website using the Gutenberg editor or a WordPress plugin, and they integrate seamlessly

When choosing a contact form plugin, be sure to consider the following:

1. Ease of use:
The plugin should be easy to use and allow you to create forms quickly.

2. Features:
The plugin should have all of the features you need, such as the ability to embed forms on your website, add custom branding, etc.

3. Pricing:
The plugin should be affordable and offer a free trial so you can test it out before committing to a paid plan.

4. Support:
The plugin should have good customer support in case you have any questions or need help.

Once you've selected a plugin, you can follow the instructions to install and activate it on your WordPress website. After that, you can create forms using the plugin's interface.

When creating your form, be sure to include a call-to-action and an offer of value so you can increase your chances of getting the lead's contact information. Once you have the contact information, be sure to follow up with the lead.

Analyse Forms

After you create a form, you can track and analyse your results to see how well it's performing. To do this, go to the "Analyse" tab in HubSpot and select "Forms."

Here, you'll be able to see how many people have viewed your form, how many have started filling it out, and how many have submitted it. You can also see which fields are getting the most responses and which ones are being left blank. This information can help you optimise your form so you can get more leads. You can use this information to improve your forms and get more leads.

If you're not using HubSpot, you can still track your forms' performance by installing Google Analytics on your website. With Google Analytics, you'll be able to see how many people are viewing your form, how long they're staying on the page, and where they're coming from. 

Manage Forms

After you create a form, you can manage it from the "Manage" tab in HubSpot. Here, you can edit your form, change its settings, and view submissions. You can also export your submissions as a CSV file so you can view them in a spreadsheet program like Microsoft Excel.

To manage your forms in HubSpot, you can use the Forms tool to create, edit, and delete forms, as well as track and manage your form submissions.

1. Go to the Marketing tab in your HubSpot account.
2. Click the Forms option in the left sidebar.

From the Forms tool, you can:

1. Create a new form:
   Click the Create a form button to create a new form using a template or from scratch.

2. Edit an existing form:
   Click on the name of the form you want to edit to access the form editor. From the editor, you can make changes to the form's design, layout, and behaviour.

3. Delete a form:
   Click on the name of the form you want to delete and then click the Delete button.

4. View and manage form submissions:
   Click on the name of the form you want to view submissions for and then click the Submissions tab. From the Submissions tab, you can view and manage individual form submissions.

By using the Forms tool in HubSpot, you can easily create, edit, and delete forms, as well as track and manage your form submissions.

Summary

HubSpot Forms are a valuable tool for businesses looking to collect leads on their website. These customizable forms come in various types, such as static, embedded, and pop-up, and are optimized for conversion. HubSpot Forms integrate seamlessly with HubSpot's other tools, making it easy to track and manage leads. 

With the Forms tool, businesses can easily collect prospect information, automate actions based on form submissions, and send personalized follow-up emails. HubSpot Forms also offer a range of options for customizing the appearance and behaviour of the forms, as well as the ability to analyze forms using the Forms Analytics tool.

By using best practices, such as progressive profiling and social proof, businesses can improve the effectiveness of their forms and capture more leads. Ultimately, HubSpot's forms tool is a powerful way to generate and manage leads with custom forms and landing pages, automatic lead routing, and integration with the rest of the HubSpot platform. 

If you're looking to increase the number of leads coming into your business, HubSpot's forms tool is a valuable option to consider.

If you want to learn more about HubSpot Marketing, see our guide to HubSpot Marketing Hub