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学ぶ Creating Lead Capture Forms and Automating Follow-Ups | 高度な機能と統合
HubSpotによるマーケティングおよびCRMマスタリー

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?

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How can you embed a HubSpot form on your website?

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