Can you customize HubSpot Forms? An easy guide for Beginners

HubSpot Forms are an integral part of any website. They bear the sole responsibility of capturing the leads and gathering the necessary information, so the particular brand or organization can utilize the data to their benefit. Forms are the medium that connects you to the visitors and the information they send.

You can create HubSpot pop up forms, HubSpot smart forms, and HubSpot survey forms, to collect data from your website visitors. In fact, forms create multiple pathways for connecting with the clients. However, the requirements and specifications of the form vary from business to business. Thus, the need for customization rises.

The question that looks us in the face is, can you customize HubSpot forms? The good news is: Yes! You can. 

In this article, we will discuss how you can customize HubSpot forms to suit your business needs and gather the information and data you feel is relevant. So let’s get started.

How to customize HubSpot Forms?

Here is a list of customizations you can perform in HubSpot forms and the subsequent steps to help you execute them.

Customize Form Field Options

By default, you can find all the contact property values as form field options, but you can edit the available field options on an individual form basis.

Here is how: 

Source: HubSpot

Add a Custom Field to your HubSpot Forms

If you want to add options to a radio select, a dropdown select, or a multiple checkbox form field, you need to customize the original contact property.

To do that, follow these steps:

Source: HubSpot

For more property options you want to add, repeat these steps. Your newly added property will appear in the live form and the form editor.

Add a File Upload Field to the Form

By adding this field, you can allow your users to upload images, documents, and other informative files at the time of their form submission.

To enable this feature, you have to follow these steps:

You can access the files uploaded by your visitors in the hidden folder of your file manager. You can also find a link to the file in the contact’s record of your HubSpot account.

Note: the size limit for the file upload fields is 100MB individually and 500MB collectively for multiple files.

Set up a Phone Number Form Field

In the default HubSpot form, you will find the contact phone number field that accepts numbers and the typical characters associated with phone numbers, e.g., +, -, ().

However, you can further validate the phone numbers in the form submissions by restricting the number of characters the visitors can enter in the field.

You can also offer a drop down menu with country codes that your visitors can use to facilitate the process.
However, you have to set the phone number settings on a form to form basis.

Source: HubSpot

Add a Blog Subscription Field in a Form

HubSpot recommends that you use the default blog subscription form to have visitors subscribe to your blog. 

You can use the following steps to add a blog subscription field in your forms:

Source: HubSpot

Add a Single Checkbox Field to your Form

To create a single checkbox contact property, follow these steps:

Source: HubSpot

Add the Checkbox Field in your Form

Source: HubSpot

Contacts who check the checkbox while submitting the form will have their checkbox property values selected as yes. 

Wrapping Up

Being able to customize your business tools is a significant advantage, and HubSpot certainly makes way for that. There are various other ways the marketing automation solution can help you personalize your business and website. 

Learn more about HubSpot in our blogs, or contact us for HubSpot services! We are ready at your service.