How to Create a HubSpot Form in WordPress (2 Easy Methods)

HubSpot is one of the most popular all-in-one marketing platforms, used by over 113,925 businesses worldwide.

One of the key features that makes HubSpot so powerful is its free built-in form builder that lets you create custom forms to capture leads and grow your email list.

According to HubSpot‘s 2021 State of Inbound report, companies see a 42% higher conversion rate from targeted visitors that come via forms. Clearly, optimized forms are crucial for lead generation.

In this comprehensive guide, I‘ll show you how to easily create HubSpot forms in WordPress using two different methods:

  • Using the HubSpot Form plugin (recommended)
  • Using WPForms + HubSpot integration

After 15 years as a WordPress expert, I‘ve used all kinds of form builders. I‘ll share my insights to help you choose the right solution based on your specific needs and requirements.

Let‘s get started!

Why Use HubSpot‘s Form Builder?

Before we dive into how to create forms, let‘s look at why HubSpot‘s free built-in form tool is a great choice:

Mobile Friendly Forms

All forms created using the HubSpot form builder are fully responsive right out of the box. This means your forms will look great and convert well on all devices.

HubSpot Mobile Forms

HubSpot forms are mobile-friendly by default (Image source: HubSpot)

Having a seamless mobile form experience is really important considering over 60% of website traffic now comes from mobile devices.

Drag and Drop Form Builder

The HubSpot form builder uses a simple drag-and-drop interface that makes form creation quick and easy.

No need to mess around with HTML or code. Just select your fields and arrange them as you like.

Pre-Built Form Templates

HubSpot offers several professionally designed templates to start with for different use cases like:

  • Contact Us forms
  • Lead Capture forms
  • Event Registration forms
  • Survey and Poll forms

You can customize or modify these based on your specific needs.

Direct CRM Integration

One of the best parts of HubSpot forms is they integrate directly with the HubSpot CRM.

This means any data submitted via your forms will automatically sync with your contacts database.

Spam Protection

All HubSpot forms come with built-in spam filtering. This will block any submissions from bots or spammers.

You won‘t have to worry about handling spam contact requests manually.

Form Analytics

The form builder also provides detailed analytics on all your forms. You can view data like:

  • Number of form views
  • Form conversions
  • Drop off rates
  • Submission location
  • Average time to complete

These insights will help you optimize low performing forms.

Clearly, the HubSpot form builder comes packed with everything you need to create high converting WordPress forms quickly.

Now let‘s see how you can embed them in your site.

Method 1: Using the HubSpot Forms Plugin (Recommended)

The easiest way to embed HubSpot forms in WordPress is by using their first-party plugin.

Here‘s how to do it:

  1. Install and activate the HubSpot Forms plugin on your WordPress site.

  2. Upon activating, you‘ll be taken through a setup wizard to connect your HubSpot account. Simply enter your login details.

HubSpot Forms Plugin Setup

HubSpot Forms Plugin Setup

  1. Next, navigate to HubSpot » Forms in your WordPress dashboard.

  2. Click the "Create a Free Form" button.

Create HubSpot Form

Click "Create a Free Form" Button

  1. Choose the type of form you want to build. For this tutorial, let‘s go with "Embedded Form".

  2. Select a template to start with from the template library. You can choose from templates like contact forms, lead capture, etc.

  3. Customize the form using the drag and drop form editor. Just drag fields on to the canvas and arrange them as needed.

  4. Once you‘re happy with the form, click the Submit button.

  5. A shortcode and embed code will be generated. Copy the shortcode.

  6. Add the shortcode to any page or post where you want the form to appear.

And that‘s it! Your HubSpot form is now embedded and will be collecting leads through your website.

Pros of Using the HubSpot Plugin:

  • Simple set up with no coding required
  • Direct integration allows easy form management
  • New forms can be created directly from the WordPress dashboard

Cons:

  • Limited customization compared to other builders like WPForms
  • You can‘t use other form plugins along with it

Next, let‘s see how you can use WPForms and HubSpot together.

Method 2: Using WPForms + HubSpot Integration

WPForms is the most popular drag-and-drop WordPress form builder with over 6 million active installs.

It comes packed with form customization options and over 40 add-ons to extend its functionality.

One of these add-ons is the WPForms + HubSpot Integration that allows sending your form data directly to HubSpot.

Here‘s how to create a HubSpot-connected form using WPForms:

  1. Install and activate WPForms on your WordPress site.

  2. Upgrade to the paid Elite plan to unlock the HubSpot integration.

  3. Go to WPForms » Settings » Integrations and connect your HubSpot account.

Connect HubSpot in WPForms

Connecting HubSpot in WPForms

  1. Create a new form in WPForms and build it using the drag-and-drop form builder.

  2. On the Form Settings page, go to the "Marketing" tab.

  3. Under "Select Connection" choose your HubSpot account.

  4. For the "Action to Perform" select "Create/Update Contact".

  5. Map your form fields to the corresponding HubSpot fields.

  6. Embed the WPForms on any page or post using the shortcode.

Now when a user fills out the form, their information will automatically be added as a contact in your HubSpot CRM!

Pros of Using WPForms with HubSpot:

  • Get full features of WPForms form builder
  • Use other WPForms add-ons like polls, surveys, etc.
  • Keep using WPForms forms you‘ve already built
  • Add conditional logic to your forms

Cons:

  • Need WPForms paid plan for HubSpot integration
  • Extra setup steps compared to standalone plugin

So in summary, if you want a straightforward way to create HubSpot forms in WordPress without needing other plugins, the official HubSpot Forms plugin is the easiest method.

However, if you want maximum form customization and flexibility, using WPForms + HubSpot integration is better.

Now let‘s go over some best practices for optimizing your HubSpot forms.

Form Design and Copywriting Tips

Here are some expert tips to ensure your HubSpot forms convert visitors into leads:

Keep Forms Short

Don‘t overwhelm visitors with lengthy forms. Stick to essential fields only.

According to HubSpot, forms with 5 or fewer fields see higher conversion rates.

Use Field Validation

Add validation to show users the required format for fields. This improves accuracy.

For example, validate email fields to only allow proper email addresses.

Allow Instant Form Saving

Enable the "Save and Continue Later" option. This allows users to pause filling out the form and continue later.

Show Progress Bar

Displaying progress visually increases form completion rate by up to 3x times.

Add Social Proof

Including trust indicators like logos, testimonials or security badges improves conversions.

Write Strong Headline

Use emotional triggers like "Join our Community" instead of just labeling the form.

Craft Benefit-Focused CTA

For example, "Get your free audit" instead of just "Submit" or "Send".

Follow Up With Automations

Create workflows to automatically notify and nurture contacts after submission.

Additional Tips and Resources

Here are some additional tips to further enhance your WordPress forms:

  • Use conditionals to show or hide certain fields based on previous selections.

  • Consider adding spam protection via Captcha or plugins like Akismet.

  • For even more flexibility, check out the Caldera Forms plugin.

  • Set up A/B testing to optimize form copy and layout.

  • Integrate a survey tool like WPPopup to collect feedback.

  • Check out this guide on writing high converting WordPress forms.

  • Refer to the HubSpot Academy for more in-depth courses and content.

I hope this post helped you learn how to create forms in WordPress using HubSpot. Let me know if you have any other questions!

Written by Jason Striegel

C/C++, Java, Python, Linux developer for 18 years, A-Tech enthusiast love to share some useful tech hacks.