How to use forms for marketing in HubSpot

Forms are one of the most powerful tools in HubSpot for capturing leads, gathering customer information, and driving engagement. Whether you’re collecting sign-ups, downloads, or inquiries, HubSpot forms help you streamline the process and connect with the right audience.

Why Use Forms in HubSpot?

✅ Convert Visitors into Leads – Capture key details like name, email, and company to grow your contact list.

✅ Qualify Leads Automatically – Use custom fields to gather relevant information and segment leads.

✅ Trigger Automated Actions – Send follow-up emails, assign leads to sales, or enrol contacts in workflows instantly.

Types of Forms in HubSpot

1️⃣ Embedded Forms: Standard forms placed on your website to capture leads, newsletter sign-ups, or demo requests.

2️⃣ Pop-Up Forms: Attention-grabbing forms that appear based on user actions, such as scrolling or exiting a page.

3️⃣ Standalone Forms: Hosted on their own HubSpot page, ideal for landing pages or event registrations.

4️⃣ Progressive Forms: Smart forms that show different fields over time, reducing friction while collecting valuable data.

💡Pro tips for using forms in HubSpot

• Keep It Short & Relevant – Only ask for the information you need to boost conversions.
• Use Personalisation – Customise form fields based on known data for a better user experience.
• Connect with Workflows – Automate follow-ups, assign leads, or trigger email sequences seamlessly.
• Test & Optimise – Monitor submission rates and tweak form designs, field order, or CTAs for better performance.

By leveraging HubSpot’s forms strategically, you can capture high-quality leads, streamline your marketing efforts, and improve engagement with your audience. 🚀