If you're a B2B business owner or marketing manager, chances are you've invested time and resources into your WordPress website. However, if you're not getting the lead generation or customer data you need, your website might not be pulling its weight.
HubSpot - a powerful CRM and Inbound Marketing platform - can give you the features and data you need to dramatically improve your marketing efforts.
While it’s beneficial, that doesn’t mean you necessarily have to switch your entire website to the platform (although, if we’re being honest, we would recommend it). One of the valuable tools HubSpot offers is HubSpot Forms, which you can easily add to your WordPress site to capture leads and improve your customer data management.
If you’re not ready to completely migrate your website, this guide could be for you. We’re going to walk through how to seamlessly integrate HubSpot forms into your WordPress website, and the benefits you could realize by doing so.
HubSpot Forms are versatile lead-capture tools designed to collect contact information from visitors to your website. They integrate directly with HubSpot’s Customer Relationship Management (CRM) platform, giving you real-time access to essential data such as email addresses, names, phone numbers, and more.
Not only are HubSpot Forms invaluable for converting visitors, but the data your business gains from them can be used in other HubSpot tools and assets - such as smart content, workflows, lists, content personalization and more.
Whether you're a small business or an enterprise-level organization, HubSpot Forms can streamline how you capture and manage leads, making them an essential part of your Inbound Marketing strategy.
If you're already using WordPress for your website, you might be wondering why you should add HubSpot Forms… After all, WordPress has its own native form plugins. While these are good for basic needs, HubSpot Forms take your lead generation efforts to the next level by integrating directly with a powerful CRM and marketing automation platform.
By adding HubSpot Forms to your WordPress site, you can automate the process of capturing and storing lead information. Instead of manually transferring data from form submissions into your CRM, everything is done automatically.
Plus, you gain access to HubSpot's advanced marketing tools, like personalized follow-up emails and lead scoring, which can help improve your conversion rates.
With that in mind, here are a few key benefits of using HubSpot forms on your WordPress website:
Now that you understand the value of HubSpot Forms, let’s walk through the steps to add them to your WordPress site. The process is simple, but it does require some setup on both HubSpot and WordPress.
Start by installing the official HubSpot plugin on your WordPress site. This plugin acts as the bridge between your WordPress CMS and HubSpot. You can download it directly from the WordPress plugin directory by searching for "HubSpot" and then selecting the HubSpot – CRM, Email Marketing, Live Chat, Forms & Analytics Plugin.
Once the plugin is installed, go to your WordPress dashboard and activate it. You'll be prompted to connect your WordPress site to your HubSpot account. If you don’t have a HubSpot account yet, you’ll need to create one.
With the plugin installed and your accounts connected, log in to your HubSpot account and navigate to the "Forms" tool. From here, you can create a new form or choose from existing templates. Customize your form by adding the necessary fields, such as name, email address, and phone number, and adjust the design to fit your website’s branding.
Before embedding the form, take a moment to preview it in HubSpot. This allows you to make sure it looks and functions as intended. You can test the form to ensure all fields are working correctly, and the data is syncing with your CRM.
Once your form is ready in HubSpot, the next step is to embed it on your WordPress site. Depending on the editor you’re using - Classic Editor or Gutenberg Editor - the embedding process will differ slightly. Below, we’ll cover both methods to ensure you can easily publish your form.
If you're using the Classic Editor in WordPress, embedding your HubSpot form is straightforward. Navigate to the page or post where you'd like to add the form and click the “Add Form” button in the editor toolbar. Select the HubSpot form you created and click “Insert.” The form will now appear on your page when you hit publish.
For those using the Gutenberg Editor, the process is just as simple. In the page or post editor, click on the “+” icon to add a new block. Search for "HubSpot" in the block options, and select the HubSpot form block. From here, you can choose the form you created in HubSpot and embed it into your page. Once you've placed the form, simply publish the page.
Adding HubSpot Forms to your WordPress website is an excellent way to improve your lead generation efforts and better manage your CRM data.
Whether you're new to HubSpot or simply need help getting started, the SummitBound Marketing team of Inbound and HubSpot experts is here to help guide you through the process. Let us know how we can assist in setting up HubSpot Forms and optimizing your lead capture strategy.