Your WordPress site is up and running, attracting visitors and building momentum. You’re generating leads, but manually tracking each form submission is tedious and risks losing valuable connections. Every lead captured on your WordPress site is an opportunity that deserves immediate action. When you embed HubSpot forms in WordPress, you automate this process entirely, sending each submission directly to HubSpot’s CRM—organized, accessible, and primed for follow-up.
This approach transforms your site into a comprehensive lead management system, seamlessly aligning your CRM with your website for consistent and efficient collaboration. By embedding HubSpot forms, you elevate your site’s functionality, allowing for faster, smarter, and more organized lead engagement.
In this blog, we’ll explore how to embed HubSpot forms in WordPress, with clear steps on setup, customization, and troubleshooting so your lead capture works smoothly.
Why Choose to Embed HubSpot Forms in WordPress? Here’s What You Gain
WordPress remains a go-to CMS, while HubSpot’s CRM and form tools are renowned for capturing and managing leads effectively. When you embed HubSpot forms in WordPress, your business gains enhanced website functionality, simplified data, and customer relationship management.
Centralized Data Collection: Forms embedded in WordPress sync all submissions directly to HubSpot, consolidating data from various website channels.
Enhanced Marketing Automation: Embedding HubSpot forms enables follow-up automation, lead nurturing, and integration of form submission data with broader CRM data.
Improved Analytics: HubSpot tracks every form submission, offering insights on submission rates, sources, and trends to improve marketing campaigns.
Choosing to embed HubSpot forms in WordPress is ideal for businesses aiming to centralize customer data and optimize marketing workflows without complex technical integrations.
Get Started: Install the HubSpot Plugin on Your WordPress Site
To embed HubSpot forms in WordPress, install the HubSpot plugin directly from the WordPress plugin directory. Here’s a streamlined setup process:
1. Log in to WordPress and Access Plugins: In the admin dashboard, go to Plugins > Add New, and search for “HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics.”
2. Install and Activate: Click Install Now and then activate the plugin.
3. Connect to HubSpot: After activation, sign in to your HubSpot account to link it with WordPress.
Once activated, use the HubSpot plugin settings to:
i) Adjust Plugin Settings: Customize options for form display, email marketing, and live chat directly from your WordPress dashboard.
ii) Set Up Form Display Options: Choose when and where forms should appear on your site, ideal for targeting high-traffic pages or timed interactions.
iii) Enable Tracking and Analytics: Ensure tracking is active to monitor user interactions and form submissions in HubSpot’s analytics dashboard.
iv) Sync Non-HubSpot Forms (if applicable): For sites using other WordPress form plugins, configure the “Non-HubSpot Forms” setting in HubSpot to centralize data capture across all forms.
These additional steps help you fine-tune the integration and maximize the plugin’s data management, marketing, and customer insights capabilities.
Create and Customize Your HubSpot Form for WordPress Integration
Once the HubSpot plugin is active, the next step is to create a form in HubSpot to embed HubSpot form in WordPress effectively:
1. Visit to Forms: Go to HubSpot > Marketing > Lead Capture > Forms and select Create Form.
2. Choose a Form Type: Options include inline forms, pop-ups, or slide-in forms, depending on the form’s purpose.
3. Customize Fields: Add relevant fields to capture data that supports your lead management goals.
4. Apply Branding Styles: Use HubSpot’s styling tools to match colors, fonts, and buttons to your brand.
Embed Using Shortcode in the Classic WordPress Editor
For those of you using the classic WordPress editor, embedding HubSpot forms with shortcodes is straightforward:
1. Go to HubSpot > Forms in WordPress: In the WordPress dashboard, go to the HubSpot section and find the form you want to embed. Click Embed to access the shortcode.
2. Copy the Shortcode: Once you select the form, HubSpot generates a unique shortcode for WordPress. Copy this shortcode.
3. Embed in the Classic Editor: Open the WordPress editor in Text view and paste the shortcode directly into the page or post where the form should appear.
This method to embed HubSpot forms in WordPress works best for businesses with existing themes that need a simple form integration without heavy customization.
Embed HubSpot Forms Effortlessly with the Gutenberg Block Editor
If you’re using the Gutenberg editor, the steps to embed HubSpot form in WordPress are easy. Here’s how to do it:
1. Open the Gutenberg Editor: Go to the page or post where you want to embed HubSpot form in WordPress.
2. Add the HubSpot Form Block: Click the + icon in the editor, search for “HubSpot Form,” and add it to your content.
3. Choose and Configure Your Form: In the block settings, select the form you want and adjust any available settings.
This approach gives you a quick, visual way to place and customize forms directly within their pages, making it ideal for those who prefer a drag-and-drop experience.
Advanced Option: Embed HubSpot Form in WordPress Using Custom HTML for Greater Control
HTML embedding is the flexible solution to achieve more precise control over your form’s styling and functionality. Here’s how you can do it step-by-step:
1. Generate HTML Code: In HubSpot, locate the form and select Embed > HTML code. Copy the code.
2. Paste in WordPress HTML Block: In WordPress, paste the form code into a Custom HTML block in the editor.
3. Customize with CSS: Advanced users use CSS to tweak the form’s appearance, adding specific styles to better integrate with unique site designs.
This method is particularly useful for businesses with in-house developers who want tighter control over form behavior and appearance.
7. Optimize Your Form’s Appearance and User Experience
An embedded HubSpot form should feel like a natural part of your site. Here’s how to make it effective:
i) Responsive Design: Ensure the form adapts smoothly to all devices. Adjusting the form layout with CSS for mobile screens helps capture leads from mobile visitors, a significant portion of today’s web traffic.
ii) On-Brand Styling: Match the form’s colors, fonts, and buttons to your website’s style. Consistent design builds trust and provides a seamless experience.
iii) Speed Optimizations: Remove unnecessary scripts or plugins to keep the form loading quickly. Faster load times can improve completion rates and visitor satisfaction.
Applying these practices to embed HubSpot forms in WordPress allows B2B agencies and other businesses to create a more seamless user experience, especially for mobile audiences, enhancing engagement with the form.
8. Overcome Common Integration Challenges with HubSpot Forms
While it’s generally easy to embed HubSpot forms in WordPress, occasional issues can arise. Here’s how to address some common challenges to ensure smooth form performance:
i) Form Display Issues: If your embedded HubSpot form in WordPress appears misaligned or out of place, it may be due to CSS conflicts with the theme. A solution is to adjust the CSS or apply custom styles to fit the form seamlessly into your site’s design.
ii) Submission Errors: Form submission errors often stem from improperly configured fields. Double-check your field settings in HubSpot to capture data accurately, minimize errors, and ensure a seamless user experience.
iii) Plugin Conflicts: Other WordPress plugins, especially JavaScript ones, may interfere with form functionality. Troubleshoot by temporarily deactivating conflicting plugins to pinpoint the issue and restore form performance.
Track and Analyze Form Submissions in HubSpot for Improved Campaigns
Once you embed HubSpot forms in WordPress, HubSpot’s analytics tools provide valuable insights to boost your campaign performance. Here’s how to make the most of the data:
i) Submission Rates: Monitor the number of users who complete the form compared to the total views. This metric helps you gauge the form’s effectiveness and overall user engagement.
ii) Conversion Source Analysis: Identify which pages or traffic sources drive form submissions. Knowing where your leads are coming from enables you to focus efforts on high-performing sources and refine targeting.
iii) Abandonment Data: Understand where users drop off in the form completion process. If certain fields lead to high abandonment rates, simplifying or reordering fields can make the form more user-friendly and boost completion.
Consider Multi-Step Forms for Improved User Engagement
When you embed HubSpot forms in WordPress to gather detailed information, using a multi-step format can improve the user experience and boost completion rates. Here’s how to set it up effectively:
i) Break Forms into Sections: Split long forms into manageable sections. For instance, a digital agency collects “Company Info” in one step and “Project Scope” in another, making the form feel accessible rather than overwhelming.
ii) Add Progress Indicators: Show users their progress through the form with a clear indicator, encouraging them to complete it. This approach is especially useful for forms that gather multiple details.
Using these methods, you deliver a user-friendly experience that leads to higher engagement and more successful submissions.
Ready to Transform Your Website’s Lead Flow? Embed HubSpot Forms in WordPress for Maximum Impact
Embed HubSpot forms in WordPress and turn your website into a powerful lead-generating machine. This integration centralizes data collection, strengthens your marketing workflows, and boosts lead engagement—all right from your WordPress site. With advanced customization and detailed tracking, you’re not just gathering information; you’re creating a user experience that directly drives conversions.
For businesses serious about refining their strategy, transferring form data to custom objects in HubSpot further amplifies impact. Embedding HubSpot forms in WordPress is just the start; with the right insights, you elevate audience engagement and align perfectly with your growth goals.
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