If you’re working in Marketing you have heard of Hubspot – without a doubt. They are the SaaS darling of the industry, one of the original unicorns, and makers of darn good marketing software. So much so, that I decided to sign up to the free version of Hubspot and incorporate that into my new website.
Hubspot CRM is a free contact relationship management solution. That means it allows users like me to store all of my contact information in the system – for free in the case of the entry level package, Hubspot CRM Free. Yes it allows me to do much more than just store contacts – but more on that in a while.
Signing up for Hubspot CRM is incredibly easy via this link. Work your way through the incredibly comprehensive onboarding, or the vast amount of educational resources, and you’ll be up and running in no time. I opted not to amend too much config in the onboarding, choosing instead to make those changes later. First thing to do though was to integrate my new CRM system to my website — via a new set of contact forms.
Hubspot Contact Forms
In this earlier blog I talked about adding a contact form via WPForms, a standard WordPress forms tool. There was nothing wrong with this form, and I could have integrated this with Hubspot via some tweaks, but I chose instead to build a new Hubspot form to do this.
Again, a very straightforward process – the only technical decision I had to make was whether to post a “thankyou” message, or redirect to a “thank you” page. I chose the latter as I want that form completion to be set up as a specific goal in Google Analytics later. So that redirect page defined, the form was ready.
Integrating a Hubspot Form to WordPress
With the form built I now needed to integrate to WordPress. This is done in a very similar way to adding the WPForm – you embed a snippet of code into the contact page itself. When you finish building the form in Hubspot you’ll be given the embed code. Copy this and head to the WordPress page. Change your editor to show the source code (or HTML) version of the page, and paste the embed code wherever you want it.
NOTE: The form won’t show while you’re still editing the page – you’ll need to preview the page to see it.
And that is it. Yes – you will see a Hubspot ad on the form unless you upgrade to paid version of Hubspot, but I can live with that for now. Especially when the upside is that every time someone enters their details on my contact form, their details go straight into my CRM, with GDPR rules being obeyed and opt-its already enabled. From there I can head into the world of inbound marketing with ease – but that is for another day.