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How to create a form

Last updated: May 3, 2018

Forms allow you to gather important information about your visitors and contacts. The steps below walk through how to create a form.

Go to the forms tool

Forms are available with HubSpot's free marketing tools or with a Marketing Hub StarterBasicProfessional, or Enterprise account.

In your Marketing Hub BasicProfessional, or Enterprise account, navigate to Contacts > Forms.

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Using HubSpot's free marketing tools or in your Marketing Hub Starter account, navigate to Lead CaptureForms

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Create a new form

From the forms dashboard, click Create form at the upper right.

Name your form

At the top of the form editor, you'll be able to name your form. Hover over the form name and click the pencil icon to edit.

Please note: the form name is internal and not visible on your live form.

Add fields to your form

In the Add form field section on the left, search for form fields and add them to your form.

Search for the field you're looking for, or browse through your property groups. Drag and drop a field to the desired location on your form. Fields can be placed above, below, or next to other fields.

You can also create new contact properties directly from the form by clicking the Create new button in this section. To do so, follow the instructions here.

Mark required fields

If you've included fields that should be required upon submission, hover over the field and click Edit.

On the left-hand side, scroll down and check the Make this field required box.

Please note: an email address is required to create a contact, so the Email field will always be marked as required on your forms.

Remove a field from your form

If there is a field on your form that you wish to remove, hover over the field and click Delete.

Add text to your form

You can add help text below the labels of your fields to provide additional information to your users. 

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You can also add rich text areas between fields to add customizable text, create headers, or add spacing to your form.

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Learn more about adding help text and rich text areas here.

Edit your form field's display names and options

To edit the display options of your form field, hover over the field and click Edit.

Change label

On the left-hand side, look for the Label field. Change this to what you wish to appear on the form for this field.

Edit other property options

You may want to select other property options to apply to your form field. For example, you can make the field hidden to pass certain values into contact properties. Learn how to do so here.

If you choose to have both placeholder text and a default value, keep in mind that the default value will override the placeholder text.

Save your form

Once you're happy with your form, click Save form at the upper right. This will save your changes in the form editor.

Test your form

Before publishing your form, you can click the Test tab to see what your live form will look like, as well as test submitting it. If you have progressive profiling enabled (Marketing Hub BasicProfessional, or Enterprise only), you can also click Preview form behavior to see how the form changes for a visitor who has already filled certain fields in.

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Publish your form

After you've tested and made final modifications to your form, click Publish at the upper right to take your form live. Once the form is published, it will be available for use on your HubSpot pages or external site.
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