Collecting contact details made easy
We know that the HubSpot platform makes life simple for businesses and customers alike. Before getting started with how you can create forms on HubSpot, let me tell you why using forms on the platform helps.
As a business, the forms help you collect information about your contacts as well as visitors. You can create forms to be added to your HubSpot pages or any external site.
There are two ways of adding forms to HubSpot – one is the non HubSpot form and the other is the HubSpot form.
1. Non HubSpot form
Non HubSpot forms are HTML forms on your external site that weren't created in HubSpot. You will have to install the HubSpot tracking code on your external page or use the HubSpot WordPress plugin to collect non HubSpot form submissions on the platform.
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It mainly depends on two factors: The tracking code and proper validations on fields. If there is no validation on the external form, then out of the submissions that are collected one would be partial and another complete. HubSpot can only collect form submissions if the tracking code loads successfully. If not, then the form submission will not be collected.
For form submissions to be collected in HubSpot, the form must:
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Be a static HTML form.
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Be wrapped in HTML.
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Have an email input field.
2. HubSpot Forms
By using HubSpot forms you can generate up to 1000 form fields with a dozen of different field types. For this, however, you will have to use the type that works best: Text, dropdown, radio select, check box, date picker and the likes.
Hubspot forms are created to gather important information about your visitors and contacts. Everyone who fills out your form will be automatically routed into HubSpot CRM. You can further manage your relationship with the lead or prospect by setting reminder tasks, calling them or sending them a personalised email.
By default the email field is required for form submissions to create contacts. HubSpot will check whether an email address is valid before allowing a user to submit the form. For form submission to create a contact record in HubSpot, the default email field must be used on your form. If not, then you must allow form submissions without email addresses to create contacts.
One of the biggest advantages of a HubSpot form is that it is unique to HubSpot and it does capture data that you can then use as automatic triggers for things like workflows, lists or notifications. It does provide shorter steps to control the leads post-capture and can help you with decision-making for lead sources. However, this HubSpot form has certain limitations. They are as follows:
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You cannot edit the form field validation text (eg: "Please complete this mandatory field.") directly in HubSpot's forms tool. Instead, you can customise the form embed code or write a custom script to load on the page and replace the default validation message. Both methods require the help of a developer who knows how to work with JavaScript and are not supported by HubSpot Support.
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It is not possible to send visitors to different Thank You pages based on how they respond to questions on the form.
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Form submissions are recorded any time the Submit button on a form is clicked. If a form is submitted multiple times with the same email address, only one contact will be created, but each form submission will still be recorded. If a contact is deleted from HubSpot, their form submission will still appear, but they will no longer show up in a list filtered by the form's submissions.
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Only one button is available in HubSpot forms. You can change only the button text.
Steps for the installation of HubSpot tracking code on your website
When you create a form in HubSpot, you can add it to HubSpot pages or pages you’ve created outside of HubSpot. Forms can be shared in two ways on your external, non HubSpot-hosted site: By embedding the form code onto an existing page or by creating a standalone form page that you can link to.
