It’s been a while since I last wrote a blog on website forms. In one of our meetings, we were discussing how many leads came through the website and that talk sparked a discussion about how we can track HubSpot form submissions, how to embed new customized forms on the site, and which old forms we need to delete to keep our backend clean.
How can we stop spammers from filling our forms? We have a careers form, but applicants still end up submitting the contact form, which mixes up the data on our end.
That got me thinking, we're discussing all this today because it's important. So, I decided to write a blog on it, starting from the basics.
When I opened the HubSpot web form editor, I noticed things weren’t the way they used to be. The layout was different. Previously, you’d see options to choose between on-page forms and pop-up forms right at the beginning. But now, it’s different.
So, let’s see what’s new in the updated HubSpot form editing process.
Let’s begin.
Creating forms in HubSpot is a simple process that allows you to collect leads, gather information, or register users. Whether you want to use a template or build a custom form from scratch, HubSpot gives you flexibility and control.
Step 1: Navigate to the Forms Section
Go to your HubSpot dashboard, then click on:
Marketing > Forms
On the Forms page, click the “Create form” button in the top right corner.
Step 2: Choose Your Form Editor
Once you click “Create form,” you’ll be given two options:
- Form Editor – Use the latest drag-and-drop form builder with pre-built templates.
- Legacy Editor – Switch to the older form-building interface if you're familiar with it.
I am choosing the Legacy Form Editor for this blog.
Step 3: Select a Form Type
Next, choose the type of form you want to create. This could be a standalone form, a pop-up form, or a slide-in form, depending on your needs.
Step 4: Customize Form Fields
Even after choosing a form type, you can fully customize it:
- Add or remove fields
- Rearrange the field order
- Set specific fields as mandatory or optional
This flexibility helps you tailor the form to exactly what you need to collect from your users.
Step 5: Configure Form Options
In the Options tab, you can define what happens after someone submits the form. Choose to:
- Display a thank you message
- Redirect users to a thank you page
- Set up internal email notifications
Step 6: Embed the HubSpot Form on Website
To embed your form on your website, simply click the “Embed” button in the top right corner. HubSpot will generate a snippet of code that you can copy and paste anywhere on your site.
HubSpot Form Submission Tracking
If you want to track how your HubSpot forms are performing, things like contact type, source of submissions, contact properties, and everything else form-related it’s super simple.
Head over to the Marketing tab from the left-hand sidebar and click on Forms.
Find the form you want to check, and click on its name. You’ll see three tabs:
- Performance
- Analyze
- Submissions
Each of these gives you insights into different aspects of the form:
The Performance tab shows you the timeline of form submissions, step completions, contact types, conversion pages (if the form appears on multiple pages), and submissions by source.
The Analyze tab shows overall form responses and all the contact properties included in the form.
The Submissions tab displays the submission data in a table format. You can set the date range and adjust the table columns as needed.
Click through each to do a complete HubSpot Form Submission Tracking.
