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Building Custom Forms in HubSpot: A Step-by-Step Guide

HubSpot is a powerful marketing, sales, and service platform that allows businesses to attract, engage, and delight customers. One of the key features of HubSpot is the ability to create custom forms that can be used to capture leads, gather feedback, or collect information from visitors. In this guide, we will walk through the process of building a custom form in HubSpot, step-by-step.

Step 1: Create a New Form

To start, log in to your HubSpot account and navigate to the Forms section in the left-hand menu. Click the Create button to create a new form. You will be prompted to give your form a name, and choose a template or start from scratch.

Step 2: Design Your Form

Once you have created your form, you can begin designing it by adding fields, customizing the layout, and styling it to match your brand. You can add various types of fields, such as text fields, email fields, drop-down menus, and more. To add a field, simply click on the field type you want to add, and drag it onto the form.

Step 3: Add form actions

In this step, you will be able to set the action that happens once the form is submitted. You can choose to redirect the visitor to a specific page, send an email notification, or even to create a task in your CRM. This will give you the flexibility to take different actions based on the information that you’ve captured.

Step 4: Customize the Form Settings

Next, you will want to customize the form settings to ensure that your form is configured correctly. This includes adjusting the form confirmation message, setting the form to be visible or hidden, and managing the form’s submissions. You can also enable or disable certain fields, or make them required or optional.

Step 5: Embed the Form on Your Website

Finally, you will want to embed the form on your website so that visitors can fill it out. To do this, simply copy the form’s embed code and paste it into the HTML of the page where you want the form to appear. You can also use the form in your emails and other marketing campaigns.

In conclusion, building custom forms in HubSpot is a simple process that can help you to better understand your customers, capture more leads, and streamline your marketing, sales, and service processes. With a little bit of planning, design, and customization, you can create forms that are tailored to your specific needs and goals.

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