Creating Lead Capture Forms and Automating Follow-Ups

Capturing leads is essential for any inbound marketing strategy.

Let's walk through how to create a lead capture form in HubSpot and set up automated follow-ups to engage new contacts immediately after they submit their information.

Step 1: creating a lead capture form

From your HubSpot dashboard, go to Marketing → Lead Capture → Forms;
Click Create Form in the top-right corner;
Choose between: Embedded Form — to place on your website;
Standalone Form — hosted directly on HubSpot;
Click Next. Forms are essential for gathering lead information and starting your nurturing process.

Step 2: customizing the form

Give your form a name (e.g., Newsletter Signup or Ebook Download);
Use the drag-and-drop editor to add fields like: First Name;
Last Name;
Email Address;
Phone Number (optional);
Enable Progressive Profiling to gradually collect more info from repeat visitors;
Under Options, choose post-submission actions: Show a thank-you message;
Redirect users to a thank-you page.

Conclusion

By creating lead capture forms and automating follow-ups, you can efficiently engage prospects at the peak of their interest.

This process helps streamline lead generation and enhances your marketing strategy.

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Section 4. Chapter 2

Creating Lead Capture Forms and Automating Follow-Ups

Conclusion

1. Where do you go to create a new form in HubSpot?

2. What action can you automate after a form submission?

3. What is Progressive Profiling in HubSpot forms?

4. How can you embed a HubSpot form on your website?

Creating Lead Capture Forms and Automating Follow-Ups

Conclusion