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How do I create a contact form in HubSpot?



How do I create a contact form in HubSpot?


HubSpot is one of today's most popular marketing platforms for small businesses. It offers several tools that help with managing email lists, lead generation, CRM (Customer Relationship Management), social media management, etc. The platform also has its own built-in Contact Form feature. But how does this work exactly? And what else could be done once it’s set up? We'll show you everything you need to know below!

Let’s start by learning more about creating a simple form within HubSpot. Then we’ll move on to adding some additional features like sending emails from said form as well as inserting links into the form itself. Finally, you will learn how to customize the look of your new form. Let’s get started!

How do I Create a Fillable form in HubSpot?

Creating a basic form is easy enough. When you first log into your account, select "Contact Us" under Forms at the top menu bar. This opens a window containing all available templates. You should see something similar to the image above. Clicking on any template gives you full access to edit their content and design. Once you have selected a specific template, click the blue button next to it. A pop-out box will appear over your chosen template. From here, just drag and drop your desired fields onto the page. These are the same fields found in other places throughout HubSpot such as Lead Generation Forms, Landing Pages, Blog Posts, etc. Fields vary depending on which template they're located within so make sure to check out each individual section if necessary.

Once you've dropped your fields into place, just hit save. That's it – now your form is complete! To preview it, simply open it using a browser tab. If you want to test/view the result before publishing, there is no need to publish it since it was saved locally to your computer. Just go ahead and share it online via different methods. For example, send it to yourself via Gmail then upload it to Google Drive. Or copy the link and use it when sharing directly elsewhere on the web. Note that if you plan on doing this later, remember to delete it after testing because it would take forever otherwise.

How do I create a form field in HubSpot?

After completing the steps mentioned above, you may notice that certain elements don't seem quite right. Maybe there aren't very many choices available. Or maybe the formatting doesn't match the rest of the template. Don't worry - this happens often but don't fret. Simply hover over the element until the mouse cursor turns into a pointer. Now left-click anywhere inside the field. This action highlights the entire field and allows you to change anything that needs changing without having to retype every word.

If you find yourself needing to adjust multiple items, try holding down Command + Left Arrow key combination while selecting. Doing this will allow you to highlight multiple objects simultaneously.

You can even resize text boxes by clicking the bottom right corner and dragging it inward. Alternatively, you can type numbers into these fields too.

This method works great for resizing images as well. Just hold Shift and press Right Arrow key while hovering over an object.



How do I create a contact us form in HubSpot?

Now that our initial form is completed, let's talk customization. One thing worth mentioning is the ability to embed this form anywhere on your website. So instead of linking to your custom HTML file, people can enter their details straight through your homepage. Here's how to accomplish this:

Click on Contacts in the upper navigation menu bar.

Select Embed.

Enter the URL where you wish to attach the form.

Hit Save Changes.

That's pretty much it. Your embedded form should automatically update whenever someone enters data into it. However, if it isn't working properly please refer back to the instructions provided earlier regarding saving your customized version of the form offline.

In addition to embedding your form on your webpage, you can choose whether to display it only temporarily or permanently. There are two ways to achieve this. First, you can either toggle between Visibility On Page Load and Auto Display settings. Second, you can remove the code altogether. To do this, follow step 2 above but instead of hitting Embed, click Remove Code.

Finally, if you'd like to control who sees the form, you can easily lock it behind a login screen. Do this by going to Settings & Security & Login Screen. Select Yes under Enable Login Screen.

Here's another tip: if you ever decide to redirect users offsite, you can still maintain control of the form. Under the Security heading, scroll down to the Secure Submissions option. By checking this setting, users will not be able to submit data unless they sign into HubSpot themselves. Otherwise, anyone with internet access can enter whatever they want by bypassing this protection entirely.

To further enhance security, consider enabling CAPTCHA validation. This prevents automated submissions from robots and spiders. To enable it, head over to Settings & Security & Captcha Validation. Check the box labeled Require Captcha Submission to view the form.

How do I add text to HubSpot form?

Adding text to your form is fairly straightforward. All you need to do is double click the item you wish to format. Any existing words will remain untouched though. Instead, you must focus on changing font size, color, alignment, etc. Luckily, HubSpot makes this process extremely easy thanks to their preloaded themes. Try experimenting with various colors and fonts until you come across something pleasing. Below is an example of what a finished product might look like.

As a final note, you can actually insert graphics into your forms as well. This means you can include pictures, logos, stickers, videos, hyperlinks, etc. To do this, select Insert Image. Afterward, browse around on your desktop for suitable assets. Make sure to keep the dimensions relatively uniform since HubSpot crops images based on device resolution. Also, ensure that the image contains relevant keywords. Lastly, give the graphic a name and description. Hit OK once you’re satisfied.

How do I customize my form?

With HubSpot's robust editor comes the ability to completely personalize your form. Take advantage of this power by choosing a background style. Next, pick a theme. Last but certainly not least, modify the title of the form. You can also play around with the layout and appearance of the form itself. Each part of it can contain tabs, buttons, sliders, etc. Plus, you can apply filters to alter things like transparency, opacity, scale factor, etc. Feel free to experiment with these effects to get creative.

The last piece of advice is perhaps the easiest to provide. Always bear in mind that the best way to optimize your forms' performance is to manually collect user traffic rather than relying solely on HubSpot's system. Meaning, always strive to improve upon your forms whenever possible.

HubSpot is one of today's most popular marketing platforms for website owners who need help growing their business online. It offers powerful tools that allow businesses to improve lead generation through effective digital strategies. One such tool is its Contact Us form feature which allows users to easily communicate with potential customers via email.

The platform also has several other features like CRM integration, eNewsletter management and social media integration. However, this article will focus on how to create a simple Contact Form within HubSpot.

For those new to HubSpot, it lets you build websites as well as mobile apps at no extra charge if they're based on HTML5. The free plan gives you access to limited templates but still works great for small business needs. If you want to get started, here's what you should know before purchasing any subscription plans from HubSpot:

1. How do I create a multi step form in HubSpot?

There are four types of forms available in HubSpot: Single Step Forms, Multiple Choice Forms, Check Boxes, and Multi Select. Each type of form serves different purposes depending on whether you would like to collect only basic data from your visitor (Single Step) or multiple choices from your visitors (Multiple).

2. Start by creating a New Page

On top of the left side menu bar, click Pages " + Add New Page. A window pops up where you can enter all relevant details for your new page. You'll see two tabs called Basic Settings and Advanced Settings, each containing fields specific to that section. For instance, under Basic settings, there are sections such as Name, Website URL, Email Address etc.

3. Enter Your Content into the Template

Once you've completed entering your content, go to Edit Mode by clicking on the pencil icon next to the preview button. From the editing mode, you then have control over the design elements including images, text boxes, buttons, checkboxes, lists, charts, tables etc. Once everything looks good, hit Done Editing and Save Changes. This saves your changes directly to your file so don't make too many mistakes when adjusting your layout!

4. Adding Fields to the Layout

Now that you've created your first page, let's start adding some fields to it. On the right hand sidebar, select Field Editor. Then choose whichever field type suits your purpose best. There are plenty of prebuilt layouts that you can use. Alternatively, you may be interested in building custom fields by selecting Customize Fields. After choosing either option, click on the blue plus sign (+). Make sure to name your field properly. Now simply drag and drop your newly added field onto your desired position.

5. Set Up Your First Option Button

After dragging and dropping your field onto the template, you'll notice a few things happen automatically. Firstly, the editor populates itself according to the value of your selected field. Secondly, an edit box appears at the bottom of the screen which shows whatever value was entered previously by the user. Lastly, a set of instructions appear above your chosen field. All these actions occur because of something known as conditional logic. Basically, conditional logic states that certain conditions must exist for certain outcomes to take place.

6. Setting Up Conditions

Conditional Logic consists of IF/Else statements which determine what happens when certain criteria are met. To configure your first condition, follow the steps below.

Click on the green arrow icon underneath your image.

Select Conditional Logical Statement.

Enter your preferred value in Value 1.

Enter your preferred value in Value 2.

Hit OK.

7. Configuring the Second Condition

To complete your second condition, repeat the same process as described earlier but replace Value 1 with Value 3. And again, change Value 2 accordingly. Hit OK once done.

8. Creating More Options Buttons

Repeat the previous steps until you reach the last condition. Finally, after configuring the last condition, you're able to proceed further. Go back to your main panel and click on the red circle icon beside your image. Choose More Actions. Here you have more than one action you could perform, namely Open Links, Display Message, Send Mail, Run Script etc. Simply scroll down till you find Open Link. Click on it and input the link address of the webpage you wish to open upon pressing Submit.

9. Renaming Your Fields & Saving Changes

You now have successfully configured your first Contact us form. Next, we just need to rename our fields and save the changes. Go to File"Save As and give your form a title. Confirm the changes made, then press Publish. That's it! You're now ready to test out your final product.

10. Test Your Contact Us Form

Accessing your form is easy. Just visit yourwebsiteaddress.com/?form=contact_us. Remember to remove /?from the end of your web address, otherwise nothing will load. Upon accessing your form, you'll receive a popup asking you if you'd like to submit your form. By checking off Yes, you confirm your submission.

11. Submitting Your Contact Form

If you haven't already, head over to your domain registrar account. Login to your dashboard and look for Manage Domains. Under Domain Management, locate the appropriate row corresponding to the website whose Contact Us form you intend to publish. Right beneath the navigation bar, you'll see a list of domains currently managed. Scroll down and select your intended domain.

Next, you'll see a window showing your current DNS configuration. Look for TXT records and copy them. These are basically important strings of characters located in your domain registrar's database. They contain information regarding your website, such as IP addresses and hostnames. Head over to Google Chrome. Input the following string of characters: dnslookup [yourdomain]| grep 'Address' | awk -F '[:,.]{3}$' '/^[0-9\.]+.[0-9]+:[0-9]+:[0-9]+:[0-9]+:[0-9]+($|"[)]?' {print $2;} END {if ($NF "/mail") print "mail."NR".mx"}'.txt`

This command searches through the txt files stored in your computer and displays the mail servers associated with your domain. Copy the output for future reference.

12. Accessing Your Contact Us Form

With your DNS server information copied to your clipboard, head over to your browser. Type your domain followed by.com, then paste the contents of your DSN lookup result. Press Enter and wait for the results to display. Depending on your hosting provider, your page might redirect you to another login prompt instead. You can resolve this issue by opening the security tab on your hosting company's admin panel and changing the password to match your domain registrar account.

13. Viewing the Results

In case your form doesn't work, try viewing your hosted version first. Otherwise, navigate to https://www.example.com/yourwebsiteaddress/. When visiting your published Contact Us form, your browser should direct you to your homepage.

14. Sending Yourself An E-Mail

Your Contact Us form is now live on your website. Before sending yourself an email, ensure that you have linked your HubSpot account to your Gmail account. Also, note that while testing your Contact Us form, you won't receive an immediate response due to technical limitations. Thus, it is recommended to send your message to yourself. Navigate to your Contact Us form and look for the Email me label near the upper part of the page. You'll see an email address labeled as YOURSELF.

15. Checking Your Delivery Status

It's time to send ourselves an email. Visit your Contact Us form again and look for the Email Me label. Within the resulting dialogue box, input YOUR NAME@YOURDOMAIN.COM without quotation marks. Hit Send. Wait for 10 minutes and view your inbox. If you received a bounce error, it means that your recipient isn't registered with HubSpot yet. Try logging in to his/her account within 24 hours and resending your email. Alternatively, you may consider contacting HubSpot support for assistance.

16. Changing Your Theme Color

Changing your theme color requires going to Appearance>Customization>Colors. Ensure that your custom colors are visible on both light and dark themes. Change your background color to black by placing a tick next to Background. Now change the font color to white by clicking Font Colors. Repeat the procedure with Header Text Color and Footer Text Color.

17. Publishing Your Contact Us Form

Finally, upload your Contact Us form to your website by navigating to Tools " Publishing. This method is suitable for publishing your own personal form or for public figures wishing to keep their privacy safe. Once uploaded, you can modify the appearance of your form by making edits to the style sheet. With HubSpot, you're not required to register to gain full control over your Contact Us form. Instead, it provides advanced functionalities, allowing you to customize your experience to suit your requirements.

HubSpot's FormBuilder is one of our favorite tools for creating engaging landing page experiences. We love it because it makes it easy to build custom webforms with ease. It also has some cool features like automatic data collection that make it even more powerful. However, if you're looking for ways to use this tool outside of its default settings, we've got something else for you! Here's how to embed HubSpot forms on any website, as well as adding a form directly into an email message.

When you first log into your account at hubspot.com, you'll see a tab called "Insert". This tab contains all sorts of different objects (like images, charts, etc.) which you may want to insert onto a webpage. The good news is that the process is exactly the same for inserting a form -- just click the dropdown menu under "Object" and select "Embed Object", then choose "Contact Form." You should be able to drag and drop it wherever you'd like on your site. If not, don't worry - there are still plenty of other ways to embed forms below.

If you have multiple websites set up within your account, they will each show their own version of the form. For instance, if you have two sites named Site 1 and Site 2, when someone clicks on the embedded form, they'll go to Site 1. Then, once they enter info within the form, they'll end up on that specific site instead of the main homepage. Don't worry though, since you can easily change where people land after entering info by changing the URL of the form itself. Just head over to Settings > General " Tracking & URLs and select your preferred destination domain.

Now let's move on to putting a form inside an email...

How do I get a form from HubSpot?

The easiest way to pull out a form from HubSpot is simply clicking on the Embed button. Once you do so, a popout window containing the entire code necessary for including the form will appear right next to the object selection box. Copy this HTML code and paste it somewhere safe, such as Notepad. Now whenever you send yourself an email, you can include a HubSpot form without having to write much extra code. Just replace whatever text appears between the brackets with your desired details.

Here's what my final email looked like using HubSpot's built-in form feature:

This method works great if you only need to embed one form per campaign. But if you need more than one, or you want to customize the appearance of the form further, you might find things start getting messy pretty quickly. To avoid this problem, we recommend taking advantage of HubSpot's API integration. By doing so, you can access your forms through JavaScript rather than copying/pasting HTML codes manually. First, navigate to https://app.hubspot.com/, scroll down until you see "Integrate With Your Apps Using Our REST APIs," and tap Enable Integration. Afterward, copy the following JSON string straight into a new file:

To test whether everything worked properly, visit http://www.yourdomainnamehere.com/form_test/. When you open it, you should see a simple form asking you to fill out three fields: name, phone number, and email address. Clicking Submit should immediately take you to another browser window with the results of your submission. If you would prefer to skip the whole testing step, try visiting your app's public index.html file instead.

Once you get the hang of it, integrating with your apps via JavaScript is actually much easier than editing HTML files manually. And while it doesn't provide quite as many customization options as the HTML editor does, it allows you to modify the look and feel of your forms very easily. Plus, it provides realtime feedback so you know exactly when users submit your form, and you can respond accordingly. One thing worth noting is that if you decide to integrate with your API later but forget to disable the form tracking feature in your app settings mentioned above, your users' responses won't count towards anything unless you enable it separately. So always keep track of when to activate that setting.

Another important point to note is that unlike regular HTML elements, you cannot edit the background color of your forms using Javascript. Only the colors used for buttons and labels can be changed.

Is HubSpot form Builder free?

You bet it is! There are no strings attached whatsoever, and you can run as many forms as you want without paying a cent. As long as you host your content elsewhere, you'll never incur additional fees. That said, if you plan on hosting your content exclusively on HubSpot, you can opt to upgrade to a premium subscription ($19/month) if you want to enjoy deeper functionality. You'll gain access to advanced analytics, integrations, multi-user support, video chat capabilities, and more.

Although these upgrades aren't required to use most of HubSpot's basic functions, they certainly come in handy during times when you really need help. They allow you to scale faster, handle bigger audiences, and manage hundreds of thousands of records at once. Since HubSpot offers several pricing plans, depending on what type of business you run, you can determine how expensive those upgrades will be for you individually.

In addition to being completely free, HubSpot's Basic plan comes equipped with tons of useful functionalities. These include unlimited contacts, customizable templates, lead capture forms, auto responders, surveys, polls, and more. If you ever run short on ideas, you can rely on HubSpot's prebuilt themes to save time. Or maybe you're interested in building a mobile app and need a robust backend to back it up. No matter what you want to achieve, HubSpot has you covered.

There are definitely perks to upgrading to Premium, especially if you're planning on running large campaigns in the future. Keep in mind however that HubSpot isn't necessarily meant to compete against big companies who employ dedicated marketing teams. Instead, it focuses on making life easier for small businesses. Because of this philosophy, HubSpot's prices tend to range anywhere from $9-$49 per month. Regardless of which package suits you best, HubSpot remains flexible enough to accommodate every budget.

Can I add a form to an email HubSpot?

Yes, absolutely! Although HubSpot recommends using their platform to design professional landing pages, it's perfectly fine to use this service to create forms as well. All you have to do is follow the steps outlined earlier, except instead of selecting "Email Content Manager" from the dropdown menu under "Edit Email Message", choose "HTML Editor".

Afterwards, you can either download the resulting.CSV file or upload it directly to your server. Depending on which option you pick, the resulting template will differ slightly. Either way, it will contain all of the necessary links to launch your form. Simply replace the placeholder text with your personal branding, subject line, and messages, and you'll now have a fully functioning survey ready to distribute to anyone willing to participate. For example, here's what mine looks like:

As you can tell, this particular approach is ideal if you already have a list of participants that you intend to invite to join. Otherwise, you could technically use this technique to create a standalone form on your website that people can sign up for themselves.

However, if you're going to stick with HubSpot to create your forms and collect user data, you should probably consider switching to MailChimp. Unlike HubSpot, MailChimp requires users to register before they can complete online surveys, so your potential customers must give you permission to communicate with them beforehand. Moreover, MailChimp limits you to 100 active subscribers, whereas HubSpot lets you reach millions of individuals without breaking the bank.

Lastly, if you don't have any experience coding your own scripts, we highly suggest learning how to programmatically interact with MailChimp. Doing so will significantly increase your productivity and reduce errors along the way. We recommend checking out this tutorial written specifically for beginners.



Can you put Forms in emails?

Technically speaking, yes. However, due to technical limitations, the quality of the response rate will vary greatly based on factors such as length, frequency, and importance level. Also, please remember that sending unsolicited mails is illegal in most countries, so proceed with caution. Lastly, we strongly recommend reading the full terms and conditions associated with HubSpot's services before proceeding.


Author

Mathieu Picard

CEO, Anyleads, San Francisco

We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.

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