Streamline Lead Generation: Integrate Hubspot Forms to Your WordPress or Shopify Site

Table of Contents

1. Introduction
2. Integrating Hubspot Form to WordPress
   • 2.1 Installing the Hubspot Plugin
   • 2.2 Connecting the Website
   • 2.3 Creating a Form
   • 2.4 Adding the Form to a WordPress Page
   • 2.5 Viewing Submissions in Hubspot Dashboard
3. Integrating Hubspot Form to Shopify
   • 3.1 Installing the Hubspot App
   • 3.2 Creating a Form in Hubspot Dashboard
   • 3.3 Adding the Form to a Shopify Page
   • 3.4 Viewing Submissions in Hubspot Dashboard
4. Managing Leads in Hubspot
   • 4.1 Accessing Contact Details
   • 4.2 Assigning Leads to a New Owner
   • 4.3 Exporting Leads to Mailchimp
   • 4.4 Previewing Lead Details
5. Conclusion

Article: How to Integrate Hubspot Form to Your WordPress or Shopify Website

Hubspot forms are an excellent tool to capture leads directly from your website. Whether you have a WordPress or Shopify site, integrating Hubspot forms can help you streamline your lead generation process. In this article, we will guide you through the step-by-step process of integrating Hubspot forms to your website. So, let's dive in!

1. Introduction

Introductory paragraph

2. Integrating Hubspot Form to WordPress

2.1 Installing the Hubspot Plugin

To get started with integrating Hubspot forms to your WordPress website, you will need to install the Hubspot plugin. Follow these simple steps:

1. Go to your WordPress dashboard.
2. Navigate to "Plugins" and click on "Add New."
3. Search for the "Hubspot" plugin and click on "Install Now."
4. Once installed, click on "Activate" to activate the plugin.

2.2 Connecting the Website

After installing the Hubspot plugin, you need to connect your WordPress website to your Hubspot account. Here's how:

1. Go to the Hubspot tab in your WordPress dashboard.
2. Click on "Connect Website" and choose the Hubspot account you want to connect.
3. Follow the on-screen instructions to complete the connection.

2.3 Creating a Form

Once your website is connected, you can start creating Hubspot forms. Here's how:

1. Go to the Hubspot tab in your WordPress dashboard.
2. Click on "Forms" and then "Create Form."
3. Choose a pre-designed form template or create a custom form.
4. Customize the form fields according to your requirements.
5. Submit the form and click on "Publish."
6. Copy the generated code for the form.

2.4 Adding the Form to a WordPress Page

Now that you have created the Hubspot form, it's time to add it to a WordPress page. Here's what you need to do:

1. Go to "Pages" in your WordPress dashboard and click on "Add New" or select an existing page.
2. In the page editor, select the "Custom HTML" block.
3. Paste the copied code for the Hubspot form.
4. Publish the page and view it to see the form in action.

2.5 Viewing Submissions in Hubspot Dashboard

To track the submissions and leads generated through your Hubspot form, you can access the Hubspot dashboard. Here's how:

1. Go to the Hubspot tab in your WordPress dashboard.
2. Click on "Forms" and then "Submissions."
3. The dashboard will display the details of the submitted forms, including the lead information.

3. Integrating Hubspot Form to Shopify

3.1 Installing the Hubspot App

If you have a Shopify website, you need to install the Hubspot app to integrate Hubspot forms. Follow these steps:

1. Login to your Shopify admin panel.
2. Go to "Apps" and click on "Visit Shopify App Store."
3. Search for the "Hubspot" app and install it.
4. Follow the on-screen instructions to connect your Shopify store to Hubspot.

3.2 Creating a Form in Hubspot Dashboard

Once your Shopify store is connected, you can create Hubspot forms in the Hubspot dashboard. Here's how:

1. Login to the Hubspot dashboard.
2. Click on "Marketing" and then "Forms."
3. Click on "Create Form" and customize it according to your preferences.
4. Publish the form and copy the generated code.

3.3 Adding the Form to a Shopify Page

Now, it's time to add the Hubspot form to a Shopify page. Follow these steps:

1. In your Shopify admin panel, go to "Online Store" and click on "Pages."
2. Choose an existing page or create a new one.
3. Select the "Show HTML" button in the page editor.
4. Paste the copied form code into the HTML editor.
5. Save the page and check if the form is displaying correctly.

3.4 Viewing Submissions in Hubspot Dashboard

To view the submissions and leads captured through your Hubspot form in Shopify, follow these steps:

1. Go to the Hubspot dashboard.
2. Click on "Forms" and then "Submissions."
3. You can see the details of the submitted forms and track the leads.

4. Managing Leads in Hubspot

Managing leads effectively is crucial for successful lead generation. In Hubspot, you can access the contact details, assign leads to owners, export them to other platforms, and preview lead information. Here's an overview:

4.1 Accessing Contact Details

In the Hubspot dashboard, you can access the contact details of the leads captured through your forms. This includes email, phone number, and any additional information collected.

4.2 Assigning Leads to a New Owner

To assign leads to a specific owner in Hubspot, follow these steps:

1. Go to the contact details of a lead.
2. Click on "Assign" and select the new owner from the list.
3. Save the changes, and the lead will be assigned to the new owner.

4.3 Exporting Leads to Mailchimp

If you want to export your leads from Hubspot to Mailchimp for email marketing purposes, follow these steps:

1. Go to the contact details of a lead.
2. Click on "Export" and choose the export option as Mailchimp.
3. Follow the instructions to complete the export process.

4.4 Previewing Lead Details

In Hubspot, you can preview the details of each lead submission. This includes information such as how the lead was collected, the source, and the most recent visit.

5. Conclusion

To conclude, integrating Hubspot forms to your WordPress or Shopify website can significantly improve your lead generation efforts. By following the step-by-step process outlined in this article, you can seamlessly capture leads and manage them effectively through the Hubspot dashboard. Start using Hubspot forms on your website today and witness the positive impact on your lead generation strategies.

Highlights

• Learn how to integrate Hubspot forms to your WordPress or Shopify website.
• Step-by-step guide for installing the Hubspot plugin and app.
• Creating and customizing forms according to your requirements.
• Adding forms to your website pages.
• Tracking and managing leads through the Hubspot dashboard.
• Assigning leads, exporting them, and previewing lead details.

FAQ

Q: How can I install the Hubspot plugin for WordPress? A: To install the Hubspot plugin, go to your WordPress dashboard, navigate to "Plugins," click on "Add New," and search for the "Hubspot" plugin. Install and activate it.

Q: Can I use Hubspot forms on both WordPress and Shopify websites? A: Yes, you can integrate Hubspot forms to both WordPress and Shopify websites by following the respective installation and setup processes.

Q: How do I view the leads captured through Hubspot forms? A: You can view the leads in the Hubspot dashboard by going to the "Forms" section and then selecting "Submissions." Here, you can access the details of the submitted forms.

Q: Can I export leads from Hubspot to other email marketing platforms? A: Yes, you can export the leads from Hubspot to other platforms like Mailchimp. In the contact details of a lead, click on "Export" and choose the desired export option.

Q: Is it possible to assign leads to specific owners in Hubspot? A: Yes, you can assign leads to specific owners in Hubspot. In the contact details of a lead, click on "Assign" and select the new owner from the list.

Q: How long does it take for the lead submissions to be updated in the Hubspot dashboard? A: Lead submissions may take a few minutes to update in the Hubspot dashboard. If you don't see immediate updates, give it some time and refresh the page.