Can you embed a HubSpot form in an email?

Looking for the best way to get your newsletter subscribers on board with your next big idea. You can try out some of these free online tools or use the ones that are already integrated into popular apps like Slack, Mailchimp and Facebook Messenger. But what about creating forms directly within emails?

There's no point sending someone an email they have to open up separately and then click through multiple pages just to fill in information. Instead, why not create a simple one-page web form right inside their inbox? That’s exactly what HubSpot does—and so much more than simply adding surveys. The company also helps businesses build marketing automation workflows, manage customer service portals and even integrate CRM systems.

HubSpot CEO Dharmesh Shah has been named by Forbes as one of America's Top 10 Entrepreneurs under 40 years old (2014) and was named #2 most innovative SaaS startup at TechCrunch Disrupt NY 2015 (#1 being Dropbox). He's definitely doing something right because HubSpot now boasts over 200 million users around the world who've signed up to receive its services. It's important to note that HubSpot offers two kinds of business solutions — those focused on lead generation and sales conversion, which we'll discuss here.

So how do you add a form to an email? Is there any limitation to where you can send this type of message from? And finally, how would you go about integrating such a form into other software platforms? We're going to answer all three questions today.

How do you attach a survey to an email?

This process will vary depending on whether you want to embed a single page or multi-step form. If you only need a quick questionnaire, then you may be able to skip straight ahead to step 2 below. However, if you're looking to collect data across several different steps and move them towards actionable follow ups later, then read on!

To begin, head over to https://forms.hubspot.com/. From here, look for the Create New Form button located near the top center of the screen. This should take you to a blank canvas upon which you can design your own customized form. Fill in details like title, description, subject line and input fields for each question. When done, hit save and wait while the form gets uploaded. Now that it's live, you can start testing out various messages until you find one that works well. Once you’ve found the perfect template, save it by clicking on “Save Changes” in the upper right corner of the screen.

From there, select "Send Email" from the dropdown menu beside "Form Type." A pop-up window will appear asking you to choose between Single Page or Multi Step Form. For our purposes, we're interested in using a multi-step form since we want to gather specific information before moving forward. So make sure to check off "Multi-Step," otherwise you might end up with a bunch of people filling out similar surveys.

Finally, enter the name of your recipient(s), the URL link for the form and optionally, additional commentaries explaining the purpose of the survey. Hit Send To Everyone if you don't plan on sharing the results privately. Otherwise, pick a group of recipients, set up a password protection feature and then share the resulting link via email. Anyone who clicks on the link will immediately be taken to the embedded version of the form.

Once filled out, participants will automatically be directed back to the original website where they can continue completing the rest of the collection process.

Can you embed Forms in email?

If you'd rather include a prebuilt survey option in an email, HubSpot allows customers to embed custom HTML code in emails. In order to accomplish this task, first log in to the dashboard and navigate to My Account followed by Customizations. Then select Embed Code. Afterward, search for Embed Survey Link and copy down the unique ID number. Next, open up an email app, paste in the code and voila! Your survey is ready to be sent.

For example, let's say you wanted to offer respondents another incentive when taking part in a survey. One tactic HubSpot recommends is offering points based on responses. Here's how it looks in English:

Here's how it appears in Spanish:

You could also opt for a reward system like Amazon's Kindle ebooks. Just replace every instance of "survey respondent" with the word ebook.

Another cool thing about this method is that you can customize the appearance of your questionnaires without having to touch a single line of code. As long as the user has access to internet connectivity, he or she will be able to complete the entire process without ever leaving the email app.

Now that we know how to embed a survey in an email, let's explore whether or not it's possible to embed a hubspot form in an email. What we mean by this is, can we embed a form built by us into an email created by others?

The short answer is yes, but you won't be able to embed HubSpot into Gmail natively. There is currently a workaround available though. You may recall earlier mentioning that HubSpot provides both types of solution packages — those aimed at generating leads and converting prospects. Well, the same holds true for integration.

In addition to helping companies automate many tasks associated with digital marketing, HubSpot also integrates nicely with the following common cloud applications: Salesforce, Zoho, Microsoft Office 365, Box, Citrix Systems, Twitter, LinkedIn, Tumblr, Groupon and Instagram. Essentially, anything running on a server can connect seamlessly with HubSpot.

We'll show you how to easily incorporate HubSpot into Slack, MailChimp and Facebook Messenger.

Can I embed Google form in Gmail?

Gmail doesn't support direct embedding of Forms within the platform. Therefore, the easiest way to bring together Google Forms with third party messaging programs is to utilize Zapier. Basically, if you're unfamiliar with Zapier, it acts as a middleman that connects separate pieces of technology. With Zapier installed on your computer, you can perform actions whenever certain criteria are met. By connecting HubSpot to Facebook Messenger, WhatsApp and Gmail, you can trigger forms to be embedded within conversations.

First things first, install Zapier onto a Windows PC. Then download the HubSpot extension [No Longer Available]. Finally, launch Zapier and sign in with your Zapier account credentials.

Next, visit the Integrations section in your browser. Under Services, scroll down until you reach Social Media & Messaging. Click on Connections. Once here, expand Messages and drag in Facebook Chat.

Click Save changes once again and test out your newly connected accounts. Whenever you write an email to friends or family members, you can pull in a HubSpot form by typing "embeddedformnamehere". In my case, I'm trying to embed a contact request form called "Get Started", so I typed GetStarted().

After hitting Enter, the form will instantly appear within the text field. All responders will see it displayed at the bottom of their chat windows.

However, keep in mind that this particular function only works with Facebook messenger. Since WhatsApp uses encrypted communications, it cannot accept external content.

Can you embed a Google form in Outlook?

Unfortunately, Outlook doesn't allow for embedded forms either. Although there is technically a hacky way to achieve this effect. Simply put, Outlook utilizes OLE objects to interact with outside files. These functions require special permissions and aren't readily accessible to everyone. Luckily, there is another tool that can help bridge the gap.

It's called Kofax. Unlike Outlook, Kofax supports embedding of almost any file format including PDF documents, Excel spreadsheets, PowerPoint presentations and Word docs. Best yet, users can upload images, videos and audio files too. Also, unlike Outlook, Kofax lets you collaborate remotely with team members situated anywhere in the world.

Kofax can be accessed in a variety of ways. First, you can download the desktop application and run it locally on your machine. Another alternative is to view the file through the company's secure portal. Lastly, you can also export the document and place it on your personal cloud storage drive.

By downloading the Kofax mobile app, you gain access to all of the features mentioned above. Users can effortlessly import documents, edit them and extract relevant data. Additionally, you can leverage the program to scan receipts, digitize paper records and convert scanned photos into JPEG pictures.

When exporting, the app makes it easy to organize everything into folders and labels.

Lastly, if you feel overwhelmed by the fact that you have to switch between five different programs, worry not. HubSpot recently released an intuitive interface designed specifically for nontechnical teams. Called Smart View, it consolidates the majority of the company's products into a few easy-to-navigate tabs.

Smart Views comes packed full of handy widgets. Most importantly, you can quickly embed a variety of social media posts, landing pages and blogs using preset templates. Furthermore, Smart Views is compatible with third-party integrations like WordPress, Zoom Meetings, Discord and Trello.

Smart views is currently free for 30 days. Afterwards, it costs $29 per month.

Have something to add to this story?

HubSpot has some great tools for marketers. You can easily create surveys, lead forms and landing pages with their drag-and-drop builder. However, they have one feature that seems to be missing – the ability to embed a Survey Monkey or Typeform questionnaire into your emails.

I’m looking for a way to send my newsletter subscribers a quick “hey check this out!” questionnaire via email, but don't want to use just any old survey tool like SurveyMonkey or TypeForm. I'd rather use something more customizable where I have control over how questions are asked, as well as being able to customize what information gets collected (e.g., name + email) when people respond. Is there a way to embed these types of surveys directly from HubSpot's "create" page so we can then insert them into our own newsletters? Or maybe someone else already figured it out -- please let me know below! Thanks! 

Thanks for reaching out! It sounds like you may need help from a marketing agency specializing in digital strategy. If you're interested in learning about marketing agencies specializing in digital strategy, click here. We offer services such as website development, social media management, SEO, content creation, etc. Our team would love to chat further regarding your project needs. Please reach out directly at 888.346.6649 ext 3.

Yes, you can embed a survey in Email using HubSpot Forms. But you will require technical expertise. Also make sure to take care while building multiple tabs on single web page. This could cause problems later on. The best option is to contact HubSpot support and request them to add the functionality. They should be happy to assist you.

You can also try using Zapier integration between Gmail & HubSpot. In order to achieve this, first log into your HubSpot account and go to Integrations tab > Add Integration > Create New Integration. Then select Zapier service from the dropdown. Follow the steps after selecting the Zapier Service. After completing those steps, follow the process mentioned above by creating a Form within HubSpot Forms editor. Once completed, copy all ID codes and paste them into Google Sheets. Finally, integrate Zapier with Gmail. Now whenever you open an email draft inside Gmail, the embedded form link will show up automatically. 

Once done, you'll get two options - either download the data file or import the sheet containing responses directly into Excel. Both ways work perfectly fine. Hope this helps!

Here is a tutorial which shows how to embed typeform into hubspot. https://www.youtube.com/watch?v=nKqBxkH1Xh4&t=8s

Hi Tina! Yes you can embed a survey in Email using HubSpot Forms. To embed a survey through email, you must first set up a Campaign in HubSpot. Here's how...

Go to Settings > Campaign Management

Select "Create campaign" button under "Campaign settings".

Click on "Edit Template" next to "Select template".

From the templates library, choose Surveys and fill in required fields.

Hit Save Changes.

Go back to previous screen and change "Send Emails Using" field to "Email".

Enter the email address you wish to receive responses from.

Choose whether you wish to allow recipients to reply.

Check "Enable Auto Responses."

Build your survey and hit save changes again.

Wait until your survey goes live.

Open your browser, enter the URL of your survey, and complete it.

Send the email to the same address used earlier.

Let us now look at why you cannot simply include an HTML version of the survey instead of sending it as an email attachment? When you send the survey as an email attachment, the recipient receives only the results of the survey without allowing them to answer each individual question. On the other hand, sending the survey as HTML code allows users to view the entire survey before answering it. Moreover, this method gives them the freedom to skip any question they feel uncomfortable with. Therefore, in case of large scale polls, sending it as an email attachment might not be practical due to time constraints.

The good news though is that you can still embed a survey in your email even if you send it as an attachment. Just keep the following points in mind:

Make your survey short and concise. Make sure your survey does not exceed 10 minutes.

Do not attach images to your survey. Instead, put them in separate files and upload them to Dropbox. Linking to external websites reduces the performance of your survey.

If you plan to collect user feedback, ensure that your survey includes a space for comments.

Hope this helps! For additional assistance, please visit our community forum. Thank you!

Your answer was helpful. Can you tell me where exactly the embedding happens. Do you mean on a pop up window? And can you provide me with a sample of the html code?

Hello, I'm afraid not. There isn't anyway right now to embed a survey made in HubSpot onto an email. As far as I know, currently this capability doesn't exist yet. I've tried many times to find a solution myself, but unfortunately haven't been successful.

However, there are several alternatives that you can consider:

Surveymonkey: A very popular choice among both businesses and individuals. Allows you to build custom surveys in seconds and share links to your survey via email, text message, Twitter, Facebook, LinkedIn, etc. Free signup, easy customization and analytics features along with mobile compatibility makes it a strong competitor compared to HubSpot.

Typeform: Another excellent alternative to HubSpot Forms. With its intuitive interface and easy setup, Typeform offers flexibility and ease of designing various interactive elements including surveys, quizzes, poll, contests, registration forms, etc. Unlike HubSpot, Typeform provides automatic notification upon completion. Besides, Typeform integrates seamlessly with third party apps such as Mailchimp, Constant Contact, PayPal, Salesforce, Zoho CRM, Shopify eCommerce Storefront, Square, Eventbrite, etc. So, you can rest assured that your customers won't miss out on anything important.

Thank you for writing in. Unfortunately, no. At least not at the moment. Although, it's worth mentioning that most leading companies nowadays leverage cloud platforms when developing applications. These cloud solutions usually come with built-in integrations that eliminate the need for developers to write complex software programs themselves. For example, Amazon Web Services (AWS), Microsoft Azure Cloud Platform, SAP HANA Cloud platform, Oracle Cloud Infrastructure, IBM SmartCloud Application Foundation, etc. Since HubSpot utilizes AWS, it's highly unlikely that they'll ever implement this feature. Nevertheless, I hope you found the answers you were searching for. Have a nice day!

There is no direct way to embed the survey into the mail. Your best bet is to convert the survey to PDF format and then send it via email. The reason behind doing this conversion is because the original source (survey maker) uses different coding language than HubSpot.

To convert the survey to pdf format, go to My Forms section in HubSpot Forms Editor. Next, select the survey you wish to convert.

Then click on the pencil icon beside the "Save as pdf" button located on top left corner of the screen.

This opens up a popup box.

Click on the blue arrowhead located on top right side of the box.

A small menu bar appears.

From that menu bar, select Export.

Next, give a descriptive title for your document.

Finally, click on the green OK button.

Now, you can export your survey as a PDF file.

Afterwards, you can attach this file to an email and forward the same to your subscriber list.

Let us now look at why you cannot simply include an HTML version of the survey instead of sending it as an email attachment? When you send the survey as an email attachment, the recipient receives only the results of the survey without allowing them to answer each individual question. On the other hand, sending the survey as HTML code allows users to view the entire survey before answering it. Moreover, this method gives them the freedom to skip any question they feel uncomfortable with. Therefore, in case of large scale polls, sending it as an email attachment might not be practical due to time constraints.

The good news though is that you can still embed a survey in your email even if you send it as an attachment. Just keep the following points in mind:

First off, make your survey short and concise. Make sure your survey does not exceed 10 minutes.

Second, do not attach images to your survey. Instead, put them in separate files and upload them to Dropbox. Linking to external websites reduces the performance of your survey.

Third, avoid linking your survey to another site. Keep everything contained within your domain.

Fourth, if you intend to collect user feedback, ensure that your survey includes a space for comments.

Fifth, make sure to enable anonymous commenting. Otherwise, your potential customer may refuse to participate.

Sixth, make sure your survey complies with CAN-SPAM Act requirements.

Lastly, test your survey thoroughly prior to launch.

Hopefully, this solves your problem. Good luck!

We've all been there. You're writing an email, and you want to include something for your recipient — maybe a link or attachment of some sort. But what happens when that file isn't exactly right for the receiver's operating system (OS)?

Or how about this scenario: Your boss asks you to send out weekly reports via Slack, but he only wants you to use Google Drive as your report editor because his team uses G Suite. How can you get around this restriction without getting fired? Well, here are two ways!

This article will focus on using HubSpot forms within emails. If you don’t have any experience with HubSpot yet, be sure to check out our beginner guide to creating effective landing pages and follow along with these steps below.

After reading through these instructions, you should now know how to embed a HubSpot form into an email, which allows you to create custom e-signatures while also providing recipients with access to more information from their contacts. It also gives you the ability to ask for additional details from your audience before sending them over to another site.

If you need help setting up your HubSpot account, we recommend checking out our detailed overview of HubSpot. Once your account is ready, let's move onto making your first embedded form!

How do I embed a form in an Outlook email?

First things first...let's take care of business by opening Microsoft Office 365 and navigating to File " New.... Then select Blank Document under Page Setup. This opens up a blank document inside Word. Now, find Form Gallery at the bottom left corner of the screen. From here, click Create Form. A pop-up window appears asking you where you'd like to save the form. Select Embed then choose whether you would like to upload from a URL or enter direct code.

Now that you've created the form, click Save As " Other. In the following menu, change the name of your new document so it reflects whatever title you wish to give your form. For example, “New Contact Information." Next, head back to the previous page and select Publish Form. On the next window, scroll down until you come across Customize Content. Here, type in the text you wish to appear on your form. Make sure to keep formatting consistent throughout your content. Lastly, hit publish again and close the program.

Next, open outlook.com and log into your inbox. Click compose and begin typing in your message. When composing, look for the blue bar on the top of the screen labeled Quick Parts. Highlight the box containing the word [Embedded] and press Enter. The contents of your new form will automatically show up beneath the highlighted section. Hit Send Email once finished.

When viewing your newly sent email, users should receive a prompt saying they just received a new message. They'll have the option to view the attached PDF or visit the website linked directly within the body of your email.

Note: You may notice that the preview image shown above looks different than what was originally published during creation. That's because whenever someone receives the embedded version of your email, it updates itself based on whichever device they are currently accessing it on. So, if you were viewing the original publication, yours might not match theirs. However, no worries! We still got you covered.

How do I add HubSpot form to HTML?

In order to embed a HubSpot form into HTML, you must first download the free Chrome extension called Forms To Go. After installing the extension, make sure to restart your browser. Open up your favorite webpage and navigate to the area where you want to place the form. Right click anywhere within the white space of your web page and select Insert " Form. Drag and drop the form widget wherever you’d like it to go.

Once complete, the tool should generate the necessary HTML code needed for embedding your form. Head over to the official HubSpot documentation for step-by-step instructions on how to integrate your own HTML codes into your webpages.

How do you embed a form in HTML?

Alright, so now that we've taken care of the technicalities, it's time to figure out where to actually insert those HTML codes. There are many different places that you could possibly place the embeds, such as the header, footer, sidebar, etc., however, the easiest way to do so is simply inserting them between the tags that already exist on your web page.

For instance, if you wanted to stick your form within the main body, you could easily do so by placing it after the heading tag, H1, and before the closing h1 tag. Or if you decided to incorporate multiple forms on one single web page, try separating each of them with the br tag.

Here's an example of how basic HTML codes work:

H2 Hello World

p Lorem Ipsum Dolor Sit Amet

span Some Span Text

a Bold Link Anchor

b Italicized & Underlined Link Anchor

i Hyperlink With Emphasis

" Double Quoted String

With the exception of the double quoted string, all other codes listed above should be placed within the brackets. Simply copy and paste the relevant source code provided by the HubSpot extension or website. Be certain to pay attention to line breaks, spacing, and indentation to avoid errors.

Where do I put the HubSpot embed code?

The final piece of the puzzle is figuring out where to input the actual embed code. First off, you probably won't have much luck trying to place them in the sidebars. Those sections aren't even visible on most websites unless you manually enable them. Instead, try looking towards the header and footers. These areas tend to stay present on almost every web page. Just remember to always leave room for the form widget and anything else that comes along with it.

To learn more about incorporating HTML code into your website, consider visiting W3Schools. From there, browse through the tutorial videos located toward the middle portion of the homepage. Most importantly, refer to the HTML Codes tab. Upon clicking on it, you'll immediately see examples of various HTML elements, including images, buttons, tables, paragraphs, links, lists, blockquotes, preformatted text, and many others. It includes helpful descriptions regarding the purpose and function of each element.

Also, be aware that adding too many scripts and CSS files can slow down performance. Try keeping your number of external resources limited, especially ones used for styling purposes.

Lastly, if you ever run into problems, feel free to contact us and we'll be happy to assist you further.