Creating Lead Capture Forms and Automating Follow-Ups
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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.
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?
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