April 29, 2024

How can I integrate external forms with HubSpot to capture lead information?

Hubspot logo

Step 1: Log in to Your HubSpot Account

  • Navigate to the HubSpot homepage.
  • Input your login credentials and sign in.

Step 2: Navigate to the Collected Forms Tool

  • From the main navigation bar, hover over "Contacts."
  • Choose "Forms" from the dropdown menu.
  • Once in the forms dashboard, find and click on the "Collected Forms" tab.

Step 3: Enable Collected Forms

  • If it's your first time accessing Collected Forms, there might be an "Enable" button.
  • Click "Enable" to allow HubSpot to start detecting and capturing submissions from your site's forms.

Step 4: Confirm the HubSpot Tracking Code is Installed

  • Ensure the HubSpot tracking code is active on every page of your website with a form.
  • This tracking code is essential as it allows HubSpot to detect and capture form submissions.

Step 5: Add Your Website Domain

  • Inside the "Collected Forms" section, there might be a field asking for domains to track.
  • Input the domain of your website. This tells HubSpot which site(s) to monitor for form submissions.

Step 6: Match Form Fields to HubSpot Contact Properties

  • Once HubSpot starts detecting submissions from your forms, it will attempt to map the form fields to existing contact properties.
  • For any fields HubSpot cannot automatically match:
  • A prompt will appear, allowing you to map these fields manually.
  • Ensure all relevant fields are mapped to their corresponding contact properties in HubSpot.

Step 7: Configure Additional Options (Optional)

  • Decide how you want to manage duplicate submissions or how to deal with submissions that lack email addresses.
  • Set these preferences within the "Collected Forms" settings.

Step 8: Test the Integration

  • To ensure everything is working:
  • Visit your website.
  • Fill out one of your external forms.
  • Return to HubSpot and navigate to the "Contacts" section.
  • Check if the new contact (from your test submission) appears in the database.

Step 9: Set Up Notifications (Optional)

  • If you want to be alerted about new submissions:
  • In the "Collected Forms" section, find the "Email notifications" option.
  • Input the desired email address to receive notifications.
  • Save changes.

Step 10: Regularly Review Captured Data

  • Periodically return to the "Collected Forms" tab in HubSpot.
  • This will allow you to monitor which external forms are sending data, review new submissions, and ensure data mapping remains accurate.