How to Create a HubSpot WordPress Form

Key highlights

• HubSpot’s WordPress plugin allows easy integration of custom forms to capture leads directly on your site.
• Forms created with HubSpot’s plugin can enhance customer engagement and improve lead tracking and conversion.
• WPForms plugin offers a streamlined way to create HubSpot forms, making it simple to capture leads and organize contacts.
• Optimizing forms with short fields, clear CTAs and mobile-friendly designs can significantly boost conversions.
• With HubSpot forms, you can transform your WordPress site into an effective lead-generation tool without coding skills.

Introduction

If you run a WordPress website, you would know how crucial it is to capture leads and keep website visitors more engaged. It’s key to growing your customer base and building long-term relationships. So, what’s one of the best ways to do this? Custom forms!

That’s where HubSpot comes in. As a leading CRM platform, HubSpot offers a form builder that integrates seamlessly with WordPress. This means you can easily manage leads, track conversions and automate your marketing tasks—all within the HubSpot ecosystem (Without even having to leave your WordPress website).

Additionally, HubSpot’s WordPress plugin makes adding forms to your site incredibly easy. Whether you’re looking to add a contact form, newsletter signup or event registration, this plugin has you covered. By just following a few steps, you can connect your WordPress website to HubSpot’ contact management platform and start collecting leads—no tech skills needed, at all!

What’s more? This integration doesn’t just make your WordPress site look polished. It transforms it into a tool for your sales process by building strong and long-lasting customer relationships.

In this guide, we’ll walk you through creating a HubSpot form on WordPress along with creating the same using Bluehost too! From installing the plugin to customizing and embedding your form, we’ll cover it all. With HubSpot’s features and WordPress’s flexibility, you’ll be on your way to creating a site that’s both engaging and lead-driven. Let’s get going!

Prerequisites for creating a HubSpot form in WordPress 

Before diving into setting up a HubSpot form on your WordPress site, let’s cover a few essentials. This will make the process smooth and hassle-free for you. Hence, the best results!

Setting up forms in WordPress with HubSpot doesn’t require advanced technical skills. Just a few preparatory steps to make everything flow seamlessly. Here’s a quick overview:

• Basic understanding of HubSpot and WordPress
  To begin with, basic familiarity with both HubSpot and WordPress is important. This will help you streamline the entire form creation process. Additionally, it will make it easier to customize and embed forms as needed.
• Active HubSpot account
  You’ll need an active HubSpot account to access the form builder and CRM features. If you don’t have one, you can create a free HubSpot account to get started.
• WordPress website access
  Ensure you have the credentials to access your WordPress site. This allows you to install plugins and make necessary configuration changes.
• HubSpot WordPress plugin installation
  The HubSpot WordPress plugin is key to integrating HubSpot forms. You can download it from the WordPress plugin repository or directly install it via your WordPress dashboard.
• Updated WordPress version
  To ensure optimal performance and compatibility, keep your WordPress installation updated to the newest version. This ensures that the HubSpot plugin will work seamlessly with your site.

With these prerequisites in place, you’re ready to start building and embedding HubSpot forms on your WordPress website! Next, we’ll dive into two methods for embedding these forms: directly through HubSpot plugin and using WPForms plugin for even easier setup. Let’s take a look at both the options!

A step-by-step guide on creation of HubSpot form in WordPress 

Creating a HubSpot form on your WordPress site is super easy and incredibly effective! Thanks to the HubSpot plugin, you can design and customize forms without needing any technical expertise. Whether you’re looking to add a contact form, newsletter signup or event registration, the process is quick and hassle-free. Because at the end, it’s all about making your site work harder for you!

The plugin is all you need to create and embed forms directly on your site’s pages or posts. It’s a streamlined way to enhance lead capture and track engagement without extra hassle. Let’s learn how:

Step 1: Install the HubSpot WordPress plugin

• Log into your WordPress admin Dashboard. In the left sidebar, click on “Plugins” and then select “Add New Plugin.”

• Search for “HubSpot” in the search bar to find the official HubSpot WordPress plugin.

• Install and activate this seamless CRM plugin by clicking “Install Now” and then “Activate” once it’s installed.

Step 2: Connect HubSpot to your WordPress website

• Once activated, go to “HubSpot” in the left-hand menu.
• You’ll be prompted to log in to your HubSpot account (or create one if you don’t have one already).

Step 3: Create a new form in HubSpot

• In your HubSpot account, navigate to “Forms” in the menu to learn about the 3 steps.

• Click “Create Form” and select the type of form you want (e.g., embedded form, pop-up form). You can customize by adding fields to the form (like name, email etc.), customize the design and set up any follow-up actions (such as thank-you messages or email notifications)

• Choose a template that best suits your needs.

Once done, you’ll see that your form is ready.

Step 4: Embed the HubSpot Form on your WordPress site

• Once the form is designed, click on it to generate an embed code.

• In your WordPress page or post editor, paste the copied shortcode where you want the form to appear.

By following these simple steps, you’ll be able to seamlessly add HubSpot forms to your website or specific WordPress pages where you wish to gain traction. The result would be more leads, more engaged visitors and your marketing skyrocketing to the next level!

How to create HubSpot form in WordPress using WPForms

Creating a HubSpot form in WordPress with WPForms is a quick way to gather leads and manage contacts. WPForms, a popular form builder, lets you design custom forms easily with its drag-and-drop builder. This makes it simple to create forms in just a few minutes.

When you connect WPForms to your HubSpot account, any data submitted through the form goes directly to HubSpot. This way, you can capture and organize leads without needing to enter information manually.

This integration is ideal for anyone who wants to streamline lead management. WPForms’ HubSpot connection ensures contact details, like emails and names, are captured instantly. This helps you nurture leads more effectively, making it easy to grow your contact list right from your WordPress website. To create a HubSpot form in WordPress using WPForms, follow these steps:

Step 1: WordPress dashboard login and WPForms check

• In your WordPress dashboard, navigate to WPForms » Addons.

Step 2: Upgrade to WPForms Elite (premium version of the plugin)

• Locate the HubSpot addon and click “Upgrade Now”. Once upgraded, it will activate automatically.

Step 3: Connect WPForms to your HubSpot account

• Go to WPForms » Settings and select the Integrations tab.
• Click on HubSpot to expand its settings, then click Add New Account.
• A prompt will appear to connect to your HubSpot account. Log in with your credentials and authorize the connection.

Step 4: Create a new form

• Navigate to WPForms » Add New to launch the form builder.
• Choose a template or start with a blank form.
• Use the drag-and-drop builder to add and customize fields as needed.

Step 5: Integrate the form with HubSpot

• Within the form builder, go to the Marketing tab and select HubSpot.
• Click Add New Connection, provide a nickname for internal reference, and click OK.
• Choose your HubSpot account and set the desired action (e.g., Create/Update Contact).
• Map the form fields to the corresponding HubSpot properties to ensure data is correctly transferred.

Step 6: Embed the form on your website

• After configuring the form, click Save.
• To add the form to a page or post, use the WPForms block in the WordPress editor or insert the form’s shortcode.

Note: You will be able to access HubSpot addon and follow these steps only with the premium version. So, ensure you have the WPForms premium plugin pre-installed, as the HubSpot addon is exclusive to this plan.

By following these steps, you can seamlessly integrate HubSpot forms into your WordPress site using WPForms, enhancing your lead capture and CRM capabilities.

Now that you’ve got your HubSpot form set up on your WordPress website, let’s take it to the next level. After all, a form is only useful if it’s actually converting visitors into leads!

Tips for optimizing HubSpot Forms for conversion 

Here are some bonus tips to help you optimize your HubSpot forms for better conversion rates:

Keep it short and sweet

No one likes filling out long forms. Focus on gathering only the most essential information to start. The fewer fields you have, the more likely visitors are to complete the form. For example, try asking just for their name and email address to keep it simple.

Use multi-step forms for complex requests

If you need more detailed information, consider breaking the form into multiple steps. Multi-step forms can feel less overwhelming, making it easier and more user-friendly, encouraging completion.

Use clear and compelling CTAs

Your call-to-action (CTA) is what drives people to submit their details, so make it stand out! Use action-driven language like “Get Started” or “Claim Your Offer” to create urgency. Ensure to make it clear what visitors will gain from filling out the form.

Offer value

Visitors are more likely to submit their details if they’re getting something in return. Whether it’s a free e-book, a newsletter or access to exclusive content, make sure what you offer is something that resonates with your audience.

Make it mobile-friendly

Mobile devices are the source of a large portion of website traffic, so it’s crucial that your HubSpot form is mobile-optimized. Ensure that the form adjusts properly on all screen sizes. This helps in providing a seamless experience for users on the go.

Test and tweak

One of the best ways to optimize forms is by running A/B tests. Try different headlines, button text and form layouts to see what works best for your audience. Even small changes can have a big impact on conversion rates.

Leverage smart fields and progressive profiling

Use HubSpot’s smart fields to personalize forms for returning visitors. You can also enable progressive profiling to gather more information gradually over multiple visits.

Add social proof

Including testimonials or trust signals (like security badges) near your form. This can boost credibility and encourage visitors to fill it out. Social proof reassures visitors that they’re making the right choice.

By following these tips, you can improve your HubSpot forms’ performance and increase the chances of converting visitors into valuable leads!

Conclusion

Setting up a HubSpot form in WordPress is a straightforward process that can greatly enhance your website and improve contact management. By following the steps above, you can easily design, embed and customize forms to collect visitor information. This helps you grow your website forms and contact management call lists and improve your CRM efforts using HubSpot CRM.

With the right setup, HubSpot forms can turn anonymous site visitors into valuable leads. Once you’ve created and optimized your HubSpot form, you’ll be ready to effectively get site visitors, capture leads and engage with your audience.

The HubSpot WordPress plugin makes this process seamless. It allows you to easily integrate HubSpot and powerful forms directly into your WordPress website without any coding required. In addition, by leveraging the free HubSpot CRM and its form-building capabilities, you can enhance your ability to nurture and manage contacts and convert leads into long-term customers.

So, it’s time to put these tips into action and start turning your WordPress website into a powerful tool for lead generation!

FAQs