Create and edit forms using the new form editor (BETA)

Create and use forms with the new forms editor to collect information about your visitors to store in your HubSpot CRM. When using the new forms editor, you can create multi-step forms. Then, style your form to reflect the identity and branding of your business.

After creating your form, you can add it to your HubSpot pages using the HubSpot form module, an external site using the form embed code, or share it as a standalone page with a share link.

Create a new form

To create a new form:

• In your HubSpot account, navigate to Marketing > Forms.
• In the top right, click Create form.
• To associate the form with a business unit, click the Select a business unit dropdown menu and select the business unit you want to associate this form with. 
• Select your New Form Editor.
• In the top right, click Next.
• At the top, click the edit pencil icon to edit the form name.
   

Add and edit form fields

Add form fields to collect information from your website visitors and contacts. Each form field must be associated with a HubSpot property. To add a form field:

• In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
• Create a new form or hover over an existing form and click Edit. 
• In the top left, click the + plus icon.
• In the left panel, click and drag the field type onto the form preview on the right to include them on your form. Fields can be placed above, below, or next to other fields. 
• In the right panel, click and enter the field label. When entering the field label, a list of similar existing properties will appear. 
  • In the Connect field to a property dialog box, click a suggested property. 
  • To connect your form field to a different property, click Search properties. 

• To add a connected property, in the left panel, click to expand the Connected property section. Click the property that you want to connect to the form field. 
• To use an existing property as a connected property with a field on your form, use the search bar to search for an existing property. The object type of the field added can determine whether the form submission appears on the activity timeline of associated records.

• To create a new property and use it as a connected property with a field on your form, click Create new.
  • Select the form field type. 
  • In the right panel, set up your form field.
  • Review your property rules, then click Create. By default, the option to Show in forms, pop-up forms, and bots will be selected. After creating your new property, it will be automatically associated with the form field. Learn how to manage your properties.

• After adding your form field, to edit a field's options:
  • In the right panel, click the field in the form preview. 
  • In the left panel, click to expand the Field options section. The options here may vary depending on the field's property type, learn more about the additional field customization options available.
    
    • Help text: informational text below the field's label to help the visitor complete the field.
    • Placeholder text: text that appears in the input box for the field. The text will disappear when the visitor enters a value in the field, and will not come through in the submission, even if the field is left empty.
    • Default value: a value that will be submitted for the field by default unless changed by the visitor.
    • Hidden field: when this option is toggled on, the field will have its value set through the form submission, but the field will not appear to the visitor. Once the setting is toggled on, set the default value that'll pass into the property when the form is submitted.
    • Required field: when this option is toggled on, the field must be completed to submit the form. If a form field has been set as required, it cannot be set as hidden. 

Add additional form elements

Add additional Text & Media or Security & Privacy to your form. Similar to form fields, these elements can be placed above, below, or next to other fields. While in beta, certain elements may not be available for use. 

• In your HubSpot account, navigate to Marketing > Forms.
• Create a new form or hover over an existing form and click Edit. 
• In the top left, click the + plus icon.
• In the left panel, click Other.
• Click and drag the elements onto the form preview on the right to include them on your form.
   
   
  

Add conditional logic to forms (Content Hub or Marketing Hub Professional and Enterprise only)

After adding your form fields, you can set up conditional logic to hide or show relevant fields, or redirect visitors to other HubSpot pages based on their previous responses.

For each form, you can add up to 30 rules with 10 conditions per rule.

To set up conditional logic on your form: 

• In your HubSpot account, navigate to Marketing > Forms.
• Create a new form or hover over an existing form and click Edit. 
• In the top left, click the githubBranch logic icon.
• In the left panel, click Add logic.
• In the logic section, configure your conditional logic rules. For example, if you filter by City and select is any of Dublin the conditional logic rule will only apply to records with the value Dublin.
  
• To delete a filter, click the deletee delete icon. 
• To clone a filter, click the duplicate clone icon. 
• To add additional filters to the rule, click add Add filter to this group.
• To add an additional group to the rule, click add Add group. 
• If you’ve added multiple filters or groups to the rule, click the AND OR dropdown menu between the filters and groups to apply AND or OR logic: 
  • AND: All filters in the rule must be true for the rule to be triggered. 
  • OR: Only one filter in the group must be true for the rule to be triggered. Learn more about AND or OR logic. 

• In the Then section, click the dropdown menu to select on-form actions. You can choose from the following:
  • Show a field: if the users responses matches the criteria set in your rules, show a specific field. 
  • Hide a field: if the users responses matches the criteria set in your rules, show a specific field. 
  • Skip to step: if the users responses matches the criteria set in your rules, skip to a specific step. To use this option, the form must have at least 3 steps. Learn more about adding form steps. 
  • Redirect to: if the users responses matches the criteria set in your rules, redirect them to a HubSpot page, external URL, or meeting link on a scheduling page.

• Depending on the action selected, fill in the required fields. 
• To apply the conditional logic, Click Save and Activate. 

Manage conditional logic rules

• In your HubSpot account, navigate to Marketing > Forms.
• Create a new form or hover over an existing form and click Edit. 
• In the top left, click the githubBranch logic icon.
• To add another rule, click Add logic.
• To edit a rule, click the Actions dropdown menu and select Edit. 
• To delete a rule, click the Actions dropdown menu and select Delete. 

Add and edit form steps

Create multi-step forms to encourage users to complete multiple form segments instead of a single long form. To add a form step in a multi-step form:

• In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
• Create a new form or hover over an existing form and click Edit. 
• In the right panel, hover between two existing steps and click the + add icon. A new step section will appear. Then, You can set up form fields and additional form elements in the step panel. 
   

• To rearrange the order of a step, hover over the step. Then, in the top left of the step, click and drag Step [x] to reposition it. 
• To delete a step, hover over the step and click the delete delete icon. 

Edit the step layout and background banner 

Choose from predefined step layouts using the quick layout switcher and customize your form background banner. 

• In your HubSpot account, navigate to Marketing > Forms.
• Create a new form or hover over an existing form and click Edit. 
• Hover over the form step and click the edit pencil icon in the top right. 
• In the left panel, select a step layout. 
• To remove the layout, click Remove layout in the top right. 

• Click Banner background to expand the section:
  
  • Toggle the Background color switch on to customise your form's background banner.

• • Select a color and opacity.
  • Click the Gradient dropdown menu to add a gradient.
  • Use an image for the banner background. You can upload an image from your HubSpot files, browse images from your computer's hard drive or use AI assistants to generate images. 

Style your form

Customize the text, input fields, button, and background for your form and form steps. Style options configured in the Global Styling tab will be applied to all form steps. You cannot style individual form steps separately. 

To style your form: 

• In your HubSpot account, navigate to Marketing > Forms..
• Create a new form or hover over an existing form and click Edit. 
• In the top left, click the style icon.

• When customizing your Text, Input fields, or Button, you can choose from existing styles using the Quick field input styles. Alternatively, you can manually customize the style for each component of your form:
  • Text: customize the font, font size, and color for your header and body text. You can choose to add drop shadow to your header text, or highlight to your body text. 

• • Input fields: customize the field, including background and borders. You can also customize the font, font-size and colors for your labels, as well as the colors for your help text, placeholders, and error text. 
  • Button: customize the button's height, corner rounding, background, gradient, and add a drop shadow to the button. You can also customize the font, font-size, and color for the button text. 
  • Background: customize the background for your form and form steps. You can choose to set a background color or use an image for the background. You can use AI assistants to generate images. You can also choose to set a border for your form.

Customize form settings

Configure the form's settings, including what happens to the corresponding contact after a form is submitted, user notification settings, and the form's default language. You can set the contact's marketing status, lifecycle stage, and more. Some options may not be displayed depending on your HubSpot subscription. 

• In your HubSpot account, navigate to Marketing > Forms.
• Create a new form or hover over an existing form and click Edit. 
• In the left panel, click the settings settings icon.
• On the General tab, configure the following general form settings: 
  • Always create contact for new email address: select this option to create a new contact record for every submission with a unique email address. If the email address submitted matches an existing contact record in your database, the details on the existing record will be updated.
    • If this option is turned off, HubSpot will first attempt to associate the submission with an existing contact with the submitted email address. If no contact exists at that email address, HubSpot will recognize and update your contacts based on the cookies in their browsers. This may result in contacts being overwritten if the same form is submitted multiple times from the same device.
    • If this option is turned on, when a contact submits the form using a different email on a browser where there is already a cookie, views will not be tracked for this contact. The Pre-populate contact fields with known values option will also be automatically disabled.
  • Set contacts created as marketing contacts: if your HubSpot account has access to marketing contacts, you can automatically set any contacts who have submitted this form as marketing. This includes both new and existing contacts.
  • Pre-populate fields with known values: if a contact previously visited your site and submitted a form, and HubSpot was able to store and track their cookies, any known field values can be pre-populated on the form. This option is enabled by default, learn more about pre-populated form fields. 
    
  • Customize lifecycle stage: click the Set lifecycle state to dropdown menu and select a lifecycle stage. When visitors submit the form, any new or existing records will be set to the selected lifecycle stage. 
    • You cannot move a record's lifecycle stage backward. If an existing contact or company with a later lifecycle stage submits a form, the lifecycle stage will not be updated. 
    • The lifecycle stage set in a form will overwrite the default lifecycle stage configured in your HubSpot settings.

• To customize submission settings, in the left panel, click the Submission Settings tab. Customize the following form submission settings: 

  • Visitor email notifications: select the Send submission email notifications to the contact's owner checkbox to automatically send a notification to the contact's owner. If a contact has no owner, no notifications will be sent. Learn more about object ownership in HubSpot. 

  • Submission email notifications: click the Send submission email notifications to dropdown menu to select the default teams or individuals to send submission email notifications to, regardless of contact ownership. Recipients set here will be overwritten by recipients set in the form options on HubSpot pages.

• To customize your form language settings, click the Lanugage & Region tab. Click the Primary language dropdown menu, then select a default language for your form. Error messages, labels for default properties, help text, placeholder text, and default values will be translated into this language.
• To create an AI translation of your form (Marketing Hub or Content Hub Professional and Enterprise only):
  • Toggle the Enabled AI translations for all form content AI switch on.
  • In the Primary language dropdown menu, select the language into which you want to translate the form. Error messages, labels for default properties, help text, placeholder text, default values, custom labels, rich text, and consent text will be translated automatically into this language.
  • If you've updated your form since the previous translation, click Retranslate now to update the translation.

Manage live validation on form fields

If you’ve set validation rules for a property, these rules will apply to form fields, and visitors must meet these requirements to submit the form. Live validation on form fields gives visitors immediate feedback on their input, making it easier to correct errors and complete forms accurately.

For example, if you've set a validation rule for the Order Number property to contain only numeric values, visitors will receive feedback to correct any non-numeric entries.

By default, live validation on forms is turned on. To turn on/off live validation on form fields: 

• In your HubSpot account, click the settings settings icon in the top navigation bar.

• In the left sidebar menu, navigate to Marketing > Forms.

• Click the Submission Settings tab. 
• Toggle the Enable live validation of form fields switch on/off.
• In the bottom left, click Save. 

Publish or share your form

After creating a new form or making your form updates, publish your form to make the changes live. Then, add it to your HubSpot content, use the form embed code to add it to an external page, or share it as a standalone page with a share link. 

• In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
• Create a new form or hover over an existing form and click Edit. 
• In the top right, click Publish to publish your form updates.
• To embed your form on a HubSpot page, navigate to your content, then add the form module and select the form.
• To share your form or embed it on an external site, in the top right, click Share, then select from the following options:
  • Get embed code: use an embed to add your form on an externally hosted page. To track analytics for your form on an external page, your HubSpot tracking code must be installed on the page. Learn more about adding a HubSpot form to an external site. 
    • At the bottom of the page, click Copy.
    • Paste the embed code into the HTML module on your page.
  • Copy a share link: use a URL to share the form as a standalone page. 

• • • Click Copy to copy the form page's URL to your clipboard. 
    • In your browser, open a new window or tab and paste your form page's URL in the address bar to load it. You can also share the form page URL directly with others to give them access to the form.