Go to Forms
From your HubSpot Dashboard, navigate to Contacts > Forms.
Create new form
From the Forms Dashboard, click the blue button at the top right: Create new form.
Name and create your form
A pop-up will appear that will ask for you to name your form, then click Create form.
When you create a brand new form, HubSpot will automatically add three fields to your form to get you started: First Name, Last Name, and Email.
Edit the fields on your form
You can navigate to the Fields tab within your form to see all available fields you can add to your form.
Add a field to your formFrom your available fields, either search for the field you're looking for, or search through all property groups to find the fields you want to use. Drag the property to the open space above the black line to include the field in your form.
Here you can also create new contact properties directly in the form if necessary by clicking the Create new button. To do so, follow the instructions here.
Move fields around as necessary
You can easily drag and drop your fields around your form to appear in whichever order you prefer.
You can also move fields in your form to sit side-by side. Click the gear module on a field and select Split into 2 or Split into 3. Drag another module to sit in that open spot. (You can also drag a field on top of another to split fields.)
Mark required fields
If you've included fields that should be required upon submission, click the asterisk (*) to make it required.
Remember: an email address is required to create a contact so this field will always be marked as required on your forms by default.
In the example below you can see that First Name, Email, and Company Name are all required in order for a visitor to submit successfully on this form.
Remove a field from your form
If there is a field on your form that you want to remove, click the trash can icon within the field. (Or you can click the gear, then choose Remove. Either one works and both perform the same function.)
Add a rich text separator between your fields
Within the Fields tab of your form, you have the ability to drag and drop a rich text separator between your form firleds. This allows you to build headers or add spacing above rows. This can only be added above a row and not a single field (if you have 2+ fields on one row).
Edit your form field's display names and options
To edit the display options of your form field, click on the pencil icon within the desired field you want to edit.
Once you open the field options editor, find the label field. Change this to what you wish to appear on the form. Notice that the property name (as opposed to the label) at the top remains the same.
Edit other property options
As previously mentionned, you may want to select other property options to apply to your form field.
Clicking the asterisk on the property in your form or clicking Make field required in the property options perform the same function. You can also make the field hidden to pass certain values into contact properties. This will be covered in depth in the article on how to pass hidden values in forms.
If you choose to have placeholder text and a default value, remember that default value always displays rather than the placeholder text.
Make sure you click Done editing once you've made all your field option changes.
Save your form
Once you're happy with your form, at the top right, click to save form.
Preview your form
Once you've saved your form, you can click Preview to see what your form will look like with the field options edited.