Are you looking to grow your email list and generate more leads from your WordPress site? Adding targeted forms to your key pages is one of the most effective ways to convert website visitors into subscribers and customers.
While there are many form plugins for WordPress, HubSpot forms offer unique advantages — especially if you‘re already using HubSpot‘s powerful CRM, email marketing, and automation tools.
By creating a HubSpot form and embedding it on your WordPress site, you can:
- Automatically sync form submissions to your HubSpot CRM
- Trigger personalized email nurturing sequences
- Score and qualify leads based on fields submitted
- Analyze form performance alongside other marketing metrics
In this guide, I‘ll walk you step-by-step through two easy methods to create HubSpot forms in WordPress:
- Using the HubSpot WordPress Plugin (no code required)
- Connecting HubSpot to the WPForms Plugin
But first, let‘s look at some key form statistics and why HubSpot forms are uniquely valuable for scaling your inbound marketing.
Why Use HubSpot Forms on Your WordPress Site?
Before we dive into the tutorial, here are a few compelling reasons to use HubSpot forms on your WordPress site:
Consumers Prefer Filling Out Website Forms
According to HubSpot‘s 2022 State of Marketing Trends Report, website forms are the most popular way for customers to communicate with businesses:
| Communication Method | Consumer Preference |
|---|---|
| Website form | 29% |
| 27% | |
| Phone call | 19% |
| Online chat | 10% |
By providing forms on key pages, you‘re making it easy for nearly a third of your potential customers to reach out on their preferred channel.
HubSpot Forms Integrate Seamlessly With Your CRM and Marketing Tools
One major advantage of using HubSpot forms is that they automatically sync submissions to your HubSpot CRM. This means you can access a complete view of every lead interactions across forms, emails, live chat, and more — without any manual data entry.
You can then use that enriched contact data to power personalized marketing campaigns across channels. For example, you could trigger different email sequences based on the form someone filled out and the details they provided. Or you could score leads based on fields like job title, company size, or industry.
HubSpot Forms Come With Built-In Analytics
When you create a form with HubSpot, you get access to detailed performance reporting in the same place you measure your other inbound efforts. See metrics like:
- Views
- Submissions
- Conversion rate
- Dropoff rate
You can then use these insights to optimize your forms and improve conversions over time. Form analytics also feed into tools like contact and company insights to give you a comprehensive view of what‘s driving results.
Ready to start leveraging HubSpot forms on your WordPress site? Follow along for a step-by-step tutorial on how to create and embed your first form.
Method 1: Using the HubSpot WordPress Plugin
The easiest way to add HubSpot forms to WordPress is using the free HubSpot WordPress plugin. Here‘s how:
1. Install and activate the HubSpot plugin
In your WordPress admin dashboard, go to Plugins » Add New. Search for "HubSpot", then click Install Now followed by Activate:
2. Connect your WordPress site to HubSpot
Once the plugin is activated, click the new HubSpot menu item in the WordPress navigation. If you already have a HubSpot account, click Connect an existing HubSpot account. Otherwise, create a free HubSpot account using the plugin:
Enter your HubSpot login details or sign up for a new account to complete the connection process.
3. Create a new HubSpot form
With the plugin installed and connected, you can now create a new form right from your WordPress dashboard. Navigate to HubSpot » Forms and click the Create Form button.
In the HubSpot form editor, you can:
- Choose from pre-built form templates
- Drag and drop to add or rearrange fields
- Customize form field labels and options
- Modify your form‘s design and styling
- Set up autoresponder emails and confirmation messages
As you build your form, keep these conversion best practices in mind:
- Keep your form as short as possible while collecting key qualifying info
- Use conditional logic to progressively request details based on previous answers
- Write compelling CTA copy that clearly states the form‘s value
- Place your form in a prominent, relevant location on the page
- A/B test headlines, colors, fields, CTAs, and more to optimize performance
Once your form looks good, give it a name and click the Publish button.
4. Embed your HubSpot form on WordPress
After publishing your form, you can easily embed it anywhere on your WordPress site. Open the page or post where you want the form to appear, then click the Add HubSpot form button:
Choose the form you just created from the list, and click Insert. This will automatically add the form‘s shortcode to the page:
Update or publish the page, and you‘ll see your live HubSpot form:
That‘s it! You‘ve now created and embedded a HubSpot form on your WordPress site without writing any code. Form submissions will automatically flow into your HubSpot CRM, where you can use them to personalize email outreach, create smart content, score leads, and more.
Method 2: Connecting HubSpot to WPForms
If you already use a WordPress form plugin like WPForms, you can still send submissions to HubSpot using an integration or Zapier. Here are the steps to connect WPForms to HubSpot:
1. Install and activate the HubSpot WPForms addon
To sync form data between WPForms and HubSpot, you‘ll need the HubSpot addon. This comes with the WPForms Pro license or above.
After purchasing WPForms Pro, go to WPForms » Addons in your WordPress dashboard. Find the HubSpot addon in the list and click Install Addon. When the installation finishes, click Activate.
2. Create a form in WPForms
Next, you‘ll create a new form in WPForms that will send submission data to HubSpot. Go to WPForms » Add New to launch the WPForms builder.
Choose from one of the 400+ pre-built form templates, or start from scratch with a blank form:
Use the drag-and-drop editor to customize the form fields, labels, and design to match your site. You can also enable other features like email notifications, conditional logic, and CAPTCHA under the Settings tab.
3. Set up the HubSpot integration
With your form built out, go to the Marketing tab and click HubSpot to enable the integration:
The setup wizard will walk you through connecting WPForms to your HubSpot account and choosing which form fields to sync.
Once configured, any new WPForms submissions will automatically flow into HubSpot, where you can use the data to segment contacts, personalize emails, score leads, build reports, and more.
Aligning HubSpot Forms With Your Inbound Strategy
Creating targeted HubSpot forms is a key part of any inbound marketing strategy, but it‘s just the beginning. To get the most from your form data, make sure to:
- Set up lead nurturing workflows in HubSpot to automatically follow up with new submissions
- Use progressive profiling to request new details from return visitors and avoid repetitive forms
- Leverage smart content on your site to dynamically change page elements based on HubSpot contact data
- Create reports and dashboards to track form conversions alongside traffic, email engagement, sales pipeline metrics, and more
By taking a holistic, data-driven approach to inbound, you can convert more leads and grow your business faster. To learn more, check out HubSpot Academy‘s free Inbound Certification Course.
Generate More Leads With HubSpot Forms and WordPress
There you have it — two easy ways to create and embed high-converting HubSpot forms on your WordPress site. Whether you use the HubSpot plugin or connect to a tool like WPForms, make sure you‘re capturing key details that will help you provide a more human, helpful experience for each contact.
By pairing targeted forms with personalized follow-up across channels, you‘ll be well on your way to inbound marketing success.
Subscribe to our blog for more tips on generating leads and growing your WordPress site. Have a question about using HubSpot forms? Leave a comment below!
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