Creating a Hubspot Form

This article shows you how to create a form on the Hubspot platform. After creating a Hubspot form, you can integrate it with the contact form you created on the Sinorbis platform. By integrating with HubSpot, you can access a wide range of CRM sales and marketing tools.

To set up this integrated system, you need to complete five tasks:

1. Create a contact form on Sinorbis.
2. Create a HubSpot account.
3. Integrate Your Sinorbis Account with HubSpot
4. Create a form on HubSpot.
5. Integrate the two forms.

This article shows you how to complete step 4 -- create a HubSpot form.

Before creating that form, you need to complete steps 2. The basic HubSpot account is free. To open an account on HubSpot, go to the account page:

• HubSpot account page

1  Opening the Forms dashboard

1. Login to your HubSpot account.
2. Click the Marketing tab on the top menu. A drop-down menu displays.
3. Select Forms.The Forms page displays. 
4. Click the Create Form button in the top right corner of the page. The Choose a Type page displays.

2  Opening the form template page

On the Choose a Type page, select a form design option: regular or pop-up. To integrate well with the Sinorbis form, select Regular Form.

1. Select Regular Form in the top left corner of the page.
2. Click the Next button in the top right corner of the page. The Select a Template page displays.

3  Reviewing form options

On the left side of the Select a Template page, there are 2 basic form options (both described below):

• Choose Blank Template and then create a form with drag and drop components.
• Select one of the pre-designed template forms.

4  Working with a blank template

1. Select Blank Template in the top left corner of the Select a Template page.
2. Click the Start button in the top right corner of the page. The New Form page displays. The form has two elements: a field for an email address and a Submit button.
3. Drag and drop components from the left side of the page. Create a form on the right side of the page.
4. Move elements by clicking and moving the tab on the left side of an element field.

5  Working with templates

Templates can save some design time because they offer a ready-to-go structure. All templates can be edited. You can customise any template by adding or deleting elements on the form.

1. Select the template you want to use from the list on the left side of the page.
2. Click the Start button in the top right corner of the page. The New Form page displays. The name of the form is at the top of the page.
3. Edit, remove, or add new elements.

6  Naming a form

Each new form begins with a generic title. Your form needs a unique name before you can integrate it with the Sinorbis form.

1. Scroll to the top of the page.
2. Click the Pencil icon beside the form name. The text box opens.
3. Use the cursor to highlight the generic name and then click the Delete button.
4. Type a unique form name.
5. Click the mouse outside the box to stop editing.

7  Deleting elements

You can delete any element on a form.

1. Hover the mouse pointer on the field you want to delete. A toolbar displays.
2. Click the garbage can icon. The field is removed. There is no undo button.

8  Editing your HubSpot form

1. To edit an element in the form, click the field. The edit dashboard opens on the left side of the screen. You can, for instance, change the field label or check a box to make the field required.
2. Move elements by clicking the blue tab on the left side of an element field.
3. There is no Save button. HubSpot auto saves your work.

9  Previewing a form

1. Login to HubSpot.
2. Click the Marketing tab on the top menu. A drop-down menu displays. Select Forms.
3. The Forms page displays.  A list of your current forms appears on the page.
4. Click the form you want to preview or edit. The form opens in a new page.
5. Click the Style & Preview button on the top menu. The preview page displays.
6. Select a preview option: desktop, tablet, or mobile. 
7. The preview display area is below the Preview header.

10  Publishing a HubSpot form

Click the Publish button at the top of the page when the form is complete. A notification message appears with a link and code. There is no need to copy the link or code for this activity.