Frequently Asked Questions
How do I create a smart form in HubSpot?
To make a smart form in HubSpot, follow these steps. First, go to Marketing, then Files and Templates, and select Design Tools in your HubSpot account. Next, click on the template name in your design manager. Within the template, choose the form module or add a new one. Then, in the right panel, click the More dropdown menu and select Make module smart. This enables you to create a dynamic and personalized form that adapts to visitors' behavior and information.
How do I set up HubSpot forms?
To create HubSpot forms, go to your HubSpot account and access your landing or website pages. You can either edit an existing page with a form or create a new one. Inside the page editor, click on the form module. Now, on the Content tab located in the left panel, you can customize the form's settings specific to that page. This allows you to tailor your forms to gather the information you need for each page, whether it's an existing one or a new creation.
How do I create a deal form in HubSpot?
To make a deal form in HubSpot, follow these steps: First, go to your HubSpot account and find the Sales section, then choose Deals. Once you're there, in the top right corner, click on Create deal. A new panel will appear on the right side where you can fill in all the details of the deal. This process allows you to manually create a deal in HubSpot.
How do I connect a form to a pipeline HubSpot?
To connect a form to a HubSpot pipeline, you can follow these steps. First, create a Contact-based workflow. Then, set Form A as the trigger for this workflow. Next, click on the "+" icon, choose "Create record," and select "Deal." Add the necessary information for the deal and save it. You'll find various deal-related options in this step. Finally, review and publish the workflow, and you're all set to go. This process links your form submissions to the HubSpot pipeline, making it easier to manage contacts and deals.