Training | HubSpot | How to Create a Form

Purpose

This training explains how to create, customize, and share a form in HubSpot.
Learners will gain the ability to use the form editor, add and configure fields, apply styling and logic, and publish forms for data collection or automation purposes.

Training Content

1. Open HubSpot.

2. In the left sidebar, look for the Marketing icon.

3. Click Marketing, then select Forms.

4. On the Forms page, click the Create Form button.

5. You’ll be prompted to choose between two editors:

   • Form Editor

   • Legacy Form Editor

   • Note: Use the Form Editor for most forms, as it offers improved functionality and performance.

6. Choose a template for your form.

   • You can start from a blank template to build a fully custom form.

7. Use the editor to add fields and properties to your form.

   • You can connect fields to specific HubSpot properties.

8. Optionally, set up conditional logic based on selected properties.

9. Customize the form styling, including:

   • Colors

   • Fonts

   • Layout options

10. Add automations if needed.

    • You can connect the form to a workflow or create a simple workflow directly within the form settings.

11. Configure form settings, such as:

    • Submission behavior (e.g., redirects or thank-you messages)

    • Language and regional settings

12. Use the mobile preview option to verify that the form displays correctly on mobile devices.

13. When finished, click Review and Update.

14. After updating, you’ll receive a form link.

15. Click Copy and Share Link to distribute the form.

16. Open the copied link to test your form submission and verify it functions correctly.

💡 Tip: Always review your form on both desktop and mobile to ensure that fields, labels, and styles display properly before sharing with users.

Video Walkthrough:

https://drive.google.com/file/d/1jY8p5rPnSQBw88SuzPkj7o-oHplfs1IO/view

Ownership

Technology Manager