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How do I create and edit forms in HubSpot?

HubSpot forms collect information from website visitors and save it to your CRM. For example, a newsletter signup form can create a contact and send them a welcome email automatically.

Before you start: you need Edit forms permission. Some features, such as multi-step forms, conditional logic and campaigns, depend on your HubSpot subscription. Forms made in HubSpot's older (legacy) form editor keep working; use the steps below for new forms.

Step 1: Create the form

  1. In HubSpot, go to Marketing > Forms. If you see More in the main navigation, click it first.
  2. Click Create form in the top right.
  3. Select Form Editor, then click Next.
  4. Choose a template and click Use template, or choose Start from blank.

Step 2: Add and edit fields

  1. Click the + icon in the top left of the editor.
  2. Drag a field type (such as text, dropdown or email) onto the form.
  3. In the Edit field panel, connect the field to a HubSpot property. Search for an existing one, or click Create new property.

The property decides where the answer is saved. For example, a Company name field saves to a company record associated with the contact.

To edit a field, click it and adjust its options:

  • Help text: guidance shown below the field.
  • Placeholder text: example text inside the field that disappears when the visitor types. It isn't submitted.
  • Default value: a value submitted unless the visitor changes it.
  • Hidden field: the field isn't shown, but its default value is still submitted. This is useful for tracking things like lead source.
  • Required field: the visitor must fill it in to submit. Required fields can't be hidden.

Please note: the Email field is required by default for a submission to create a contact. Some property types, such as URL, rich text and date-and-time, can't be used in forms.

To add text, images or spam protection: click +, then Other, and drag in a Heading, Rich text, Image, reCAPTCHA or data privacy element.

Tip: add reCAPTCHA to any public-facing form to reduce spam submissions.

Step 3: Break long forms into steps (optional)

Starter, Professional or Enterprise

  • Add a step: hover between steps and click +. A form can have up to 20 steps.
  • Rearrange steps: drag Step [x] to a new position.
  • Show a progress bar: hover over a step, click the edit icon, and turn on Progress bar.

Step 4: Choose what happens after submission

  1. Click the contents icon in the top left, then On submit.
  2. Choose one:
    • Show thank you message: click the message to edit it.
    • Redirect: send visitors to a HubSpot page, URL, meeting link or payment link.

To show different fields or redirect based on answers (Marketing Hub or Content Hub Professional or Enterprise):

  1. Click the logic icon, then Add logic.
  2. Choose the field, condition and value, for example "Event location is any of New York."
  3. Choose the action:
    • Show or hide fields
    • Show or hide steps
    • Redirect to a page or URL
  4. Click Save and Activate.

Step 5: Set up follow-up actions (optional)

Click the automation icon. Under Send an email after form submission, click Create this workflow to send an automatic follow-up email. You can also create your own simple workflow to notify your team or add contacts to a segment. Turn the workflow on when ready.

Step 6: Configure settings

Click the settings icon, then review each tab.

Settings:

  • Whether to create a new contact for every new email address.
  • Whether to pre-populate fields for returning visitors, and whether to add a "Not you?" reset link.
  • Whether to set submitters as marketing contacts.
  • Which lifecycle stage to set on submission.
  • Which campaign to associate the form with (Marketing Hub Professional or Enterprise).

Submission settings:

  • Who gets notified of submissions: the contact owner and any users or teams you choose.
  • Email domains to block, including an option to block free email providers such as Gmail.

Tickets (Service Hub): turn on Connect this form to an inbox or help desk to create a ticket from each submission.

Language & Region: the form's language for labels and error messages.

Step 7: Style and preview

  • Style: click the Styling icon to customize fields, buttons, fonts, background and the progress bar to match your brand.
  • Preview: click Preview in the top right to test the form on desktop, tablet and mobile. Previews can't be submitted, so no test data is created.

Step 8: Publish and share

  1. Click Review and update, then Update to make the form live.
  2. Choose how to use it:
    • Embed with HubSpot: add it to a HubSpot page, landing page or CTA.
    • Get embed code: copy the code to add the form to a non-HubSpot website. The site needs the HubSpot tracking code installed to track form analytics.
    • Copy a share link: share the form as a standalone page.

Remember: after editing a published form, click Review and update again to make your changes live.

Need help? Contact the Gate 39 team through the Customer portal.

References
[1] HubSpot – Create forms (legacy) (updated Sep 10, 2026)
[2] HubSpot – Create and customize forms (updated Sep 11, 2026)