Embed HubSpot Forms in WordPress: A Step-by-Step Guide

Integrating HubSpot forms into your WordPress site is a powerful way to capture leads and engage with your audience. In this step-by-step guide, we'll walk you through the process of embedding HubSpot forms in WordPress, from installing the necessary plugin to customizing your forms for optimal performance. By the end of this guide, you'll have a fully functional HubSpot form seamlessly integrated into your WordPress site, ready to start collecting valuable leads.

Introduction to HubSpot Forms and WordPress Integration

Integrating HubSpot forms into your WordPress site offers numerous benefits for lead management and customer engagement. By connecting these two powerful platforms, you can:

• Capture leads directly from your WordPress site
• Automatically sync lead data with your HubSpot CRM
• Trigger personalized follow-up emails and workflows
• Analyze form performance and optimize for better results

To get started, you'll need:

1. A HubSpot account (free or paid)
2. A WordPress website (self-hosted or on the WordPress.com Business plan)

With these prerequisites in place, you're ready to unlock the power of HubSpot forms on your WordPress site and take your lead generation efforts to the next level.

Installing and Setting Up the HubSpot WordPress Plugin

To embed HubSpot forms on your WordPress site, you'll first need to install and set up the HubSpot WordPress plugin. Here's a step-by-step guide:

1. Log in to your WordPress admin dashboard.
2. Navigate to Plugins > Add New.
3. Search for "HubSpot All-In-One Marketing" in the plugin directory.
4. Click "Install Now" and then "Activate" once the installation is complete.
5. In the left sidebar menu, click on "HubSpot" to access the plugin settings.
6. Click "Log in" to connect your WordPress site with your HubSpot account. If you don't have a HubSpot account yet, you'll be prompted to create one.

After successfully connecting your accounts, the plugin will automatically add the HubSpot tracking code to your WordPress site. This enables you to start tracking visitor data and creating forms directly from your WordPress dashboard.

With the HubSpot plugin installed and synced, you're now ready to automate sales prospecting and leverage HubSpot's powerful lead generation and management tools without leaving your WordPress site.

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Creating and Customizing HubSpot Forms

Creating a new form in HubSpot is a straightforward process. Here's how to do it:

1. Navigate to Marketing > Lead Capture > Forms.
2. Click "Create form" in the upper right corner.
3. Choose a form type: Regular, Pop-up, or Embedded.
4. Select a template or start from scratch.
5. Add, remove, or rearrange form fields by dragging and dropping them.
6. Click on each field to customize its label, help text, and validation options.
7. Customize the form's submit button text and styling.

When designing your form, keep your WordPress site's branding and user experience in mind. Ensure the form's colors, fonts, and overall design align with your website's style guide. Consider the following best practices:

• Keep the form concise and only ask for essential information.
• Use clear, descriptive labels for each form field.
• Provide helpful error messages for validation issues.
• Make the submit button prominent and easy to find.

By creating a well-designed form that matches your WordPress site's aesthetics, you'll provide a seamless user experience and increase the likelihood of visitors completing the form. For more tips, check out automating enrichment and qualification.

Embedding HubSpot Forms in WordPress Pages or Posts

There are two main methods for embedding HubSpot forms in your WordPress pages or posts: using shortcodes or directly through the HubSpot plugin interface. The process differs slightly depending on whether you're using the Classic or Gutenberg editor in WordPress.

For the Classic editor:

1. In your WordPress dashboard, go to HubSpot > Forms.
2. Hover over the form you want to embed and click "Embed."
3. Click "WordPress short code" and copy the provided code.
4. Navigate to the desired WordPress page or post and paste the shortcode into the editor.

If you're using the Gutenberg editor:

1. Open the page or post where you want to embed the form.
2. Click the plus icon in the toolbar and search for the "HubSpot Form" block.
3. In the block settings, select an existing form from the dropdown menu or create a new one.

After embedding your form, publish the page or post to make it live on your website. To view form submissions, go to HubSpot > Forms in your WordPress dashboard, hover over the form, click the "Actions" dropdown, and select "View submissions." You can also connect Google Sheets to manage your data more efficiently.

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Managing and Optimizing Form Performance

Once you've embedded HubSpot forms on your WordPress site, it's crucial to manage form submissions and analyze performance metrics to ensure optimal results. In the HubSpot dashboard, navigate to the "Forms" section to view and manage all your form submissions in one place.

To analyze form performance, consider the following metrics:

• Submission rate: The percentage of visitors who complete and submit the form.
• Conversion rate: The percentage of form submissions that result in desired actions, such as becoming a lead or customer.
• Abandonment rate: The percentage of visitors who start filling out the form but don't complete it.

To optimize form performance and increase conversion rates, try these tips:

1. Place forms above the fold and in prominent locations on your site.
2. Keep forms short and only ask for essential information.
3. Use multi-step forms for longer forms to reduce abandonment.
4. Ensure forms are mobile-friendly and responsive.
5. A/B test different form designs, fields, and CTAs to determine what works best for your audience.

Additionally, monitor form load times, as slow-loading forms can negatively impact user experience and conversion rates. If you notice slow load times, consider optimizing your forms by reducing the number of fields, using conditional logic, or implementing lazy loading techniques.

While adding a HubSpot form to WordPress involves manual steps to embed the form and ensure it functions correctly on your site, automating your HubSpot workflows can significantly enhance productivity and data management. Automations can streamline processes such as ticket creation, contact management, and syncing data across platforms, reducing manual entry and improving efficiency.

With Bardeen, you can automate various HubSpot tasks, including:

1. Create HubSpot ticket: Automatically generate a new support ticket in HubSpot, ensuring timely follow-up on customer issues.
2. Automatically Create HubSpot Contact from Gmail Email: Capture new leads by creating HubSpot contacts from incoming Gmail emails without manual data entry.
3. Add a new row to Airtable, when a HubSpot product is created: Sync new HubSpot product creations with Airtable for enhanced product tracking and management.

Embrace the power of automation to optimize your HubSpot workflows and enhance your WordPress site's functionality. Get started by downloading the Bardeen app.