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Aprende Creating Lead Capture Forms and Automating Follow-Ups | Funciones Avanzadas e Integraciones
Maestría en Marketing y CRM con HubSpot

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
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  1. From your HubSpot dashboard, go to Marketing → Lead Capture → Forms;
  2. Click Create Form in the top-right corner;
  3. Choose between: Embedded Form — to place on your website;
  4. Standalone Form — hosted directly on HubSpot;
  5. Click Next. Forms are essential for gathering lead information and starting your nurturing process.
Step 2: customizing the form
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  1. Give your form a name (e.g., Newsletter Signup or Ebook Download);
  2. Use the drag-and-drop editor to add fields like: First Name;
  3. Last Name;
  4. Email Address;
  5. Phone Number (optional);
  6. Enable Progressive Profiling to gradually collect more info from repeat visitors;
  7. Under Options, choose post-submission actions: Show a thank-you message;
  8. 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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Where do you go to create a new form in HubSpot?

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What action can you automate after a form submission?

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What is Progressive Profiling in HubSpot forms?

Selecciona la respuesta correcta

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How can you embed a HubSpot form on your website?

Selecciona la respuesta correcta

¿Todo estuvo claro?

¿Cómo podemos mejorarlo?

¡Gracias por tus comentarios!

Sección 4. Capítulo 2

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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
expand arrow
  1. From your HubSpot dashboard, go to Marketing → Lead Capture → Forms;
  2. Click Create Form in the top-right corner;
  3. Choose between: Embedded Form — to place on your website;
  4. Standalone Form — hosted directly on HubSpot;
  5. Click Next. Forms are essential for gathering lead information and starting your nurturing process.
Step 2: customizing the form
expand arrow
  1. Give your form a name (e.g., Newsletter Signup or Ebook Download);
  2. Use the drag-and-drop editor to add fields like: First Name;
  3. Last Name;
  4. Email Address;
  5. Phone Number (optional);
  6. Enable Progressive Profiling to gradually collect more info from repeat visitors;
  7. Under Options, choose post-submission actions: Show a thank-you message;
  8. 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.

¿Todo estuvo claro?

¿Cómo podemos mejorarlo?

¡Gracias por tus comentarios!

Sección 4. Capítulo 2
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