Using HubSpot Forms Only

About This Article

"I'm interested in HubSpot, but migrating my whole site is too much..." "I just want to try the forms first."

For those needs, embedding HubSpot forms in your existing site is recommended. It's the easiest way to start with HubSpot.

Forms Alone Provide Real Value

Even just HubSpot's form features enable the following.

Difference from Regular Forms

How are HubSpot forms different from WordPress's "Contact Form 7" and similar?

Comparison Table

HubSpot Form Strengths

1. Submission data accumulates in CRM: Review past inquiry history anytime
2. Links to visit history: Know "what pages did they view before submitting"
3. Automation integration: Auto-create emails and tasks triggered by form submission

Embedding Methods

There are three main ways to embed HubSpot forms in your existing site.

Method 1: Embed Code (Easiest)

Paste the embed code generated by HubSpot into your site.

Steps:

1. Create form in HubSpot
2. Copy embed code from "Embed" tab
3. Paste code into any WordPress page

Benefits:

• Done in minutes
• No special knowledge needed

Drawbacks:

• Limited design adjustment

Method 2: HubSpot WordPress Plugin

If using WordPress, the official plugin is convenient.

Steps:

1. Install "HubSpot" plugin in WordPress
2. Connect with HubSpot account
3. Select "HubSpot Form" from block editor

Benefits:

• Easy insertion from block editor
• Tracking code also auto-installed

Method 3: API Integration (Advanced)

Send submission data to HubSpot while maintaining your existing form design.

Benefits:

• Complete design control
• Use existing forms as-is

Drawbacks:

• Development skills required

Form Creation Steps

Here's how to create a form in HubSpot.

Step 1: Create New Form

1. Log in to HubSpot
2. Marketing → Lead Capture → Forms
3. Click "Create form"

Step 2: Set Up Fields

Add fields with drag and drop.

Common fields:

• Email address (required)
• Full name
• Company name
• Phone number
• Message (text area)

Step 3: Configure Options

After submission behavior:

• Show thank-you message
• Redirect to different page
• Send thank-you email

Notification settings:

• Email notification on submission
• Slack notification

Step 4: Publish & Embed

Publish the form and get the embed code.

Use Case Examples

Example 1: Contact Form

Replace basic contact form with HubSpot.

Setup:

• Fields: Name, email, company, message
• After submit: Show thank-you message
• Notification: Email to team member
• Automation: Auto-send thank-you email

Example 2: Resource Request Form

Form for whitepaper or catalog requests.

Setup:

• Fields: Name, email, company, job title
• After submit: Redirect to download page
• Automation: Send follow-up email after 1 week

Example 3: Seminar Registration Form

Event or webinar registration form.

Setup:

• Fields: Name, email, company, preferred date
• After submit: Auto-send confirmation email
• Automation: Send reminder email day before event

Integration with Visit History

HubSpot forms' greatest strength is integration with visit history.

Install Tracking Code

Installing tracking code along with forms reveals:

• What pages they viewed before submitting
• How many times they visited the site
• Which link (ad, email, etc.) brought them

Application for Sales

With this information, sales reps can prepare in advance.

Considerations

1. Clean Up Existing Forms

When adopting HubSpot forms, stop existing forms (like Contact Form 7). If both are running, data gets fragmented.

2. Update Privacy Policy

Since HubSpot will manage data, privacy policy updates may be needed.

3. Spam Protection

HubSpot forms have built-in reCAPTCHA and spam filters, but add additional settings as needed.

FAQ

Q: Can I use it for free?

A: Yes, HubSpot forms are available on the free plan.

Free plan limitations:

• HubSpot logo is displayed
• Advanced automation features are limited

Q: Can I change the design?

A: Customization is possible to some extent.

• Adjust colors, fonts, spacing
• Detailed CSS customization (paid plan)

Q: Can I migrate existing form data?

A: Yes, via CSV import. Past inquiry history can be imported to HubSpot.

Q: Can I use on multiple sites?

A: Yes, you can embed the same form on multiple sites or use different forms per site.

Next Steps

Once form integration is working, consider these next steps.

Step 1: Set Up Automation

Add settings to auto-create emails and tasks triggered by form submission.

Step 2: Add Chatbots

Consider chatbots to add another entry point for inquiries.

Step 3: Leverage Analytics

Analyze which forms get the most inquiries, which pages drive the most, and improve accordingly.

Summary

Even just implementing HubSpot forms achieves:

• Automated lead management: Inquiries auto-register in CRM
• Visible visit history: Know what pages they viewed before inquiring
• Automated follow-up: Automate thank-you emails, team notifications
• Analytics: Visualize form performance

The most recommended way to start for those who "just want to try it first."