Creating Lead Capture Forms and Automating Follow-Ups

Capturing leads is essential for any inbound marketing strategy.

Let's walk through how to create a lead capture form in HubSpot and set up automated follow-ups to engage new contacts immediately after they submit their information.

Step 1: Creating a Lead Capture Form

1. From your HubSpot dashboard, go to Marketing > Lead Capture > Forms;
2. Click Create Form in the top-right corner;
3. Choose between:
   • Embedded Form — to place on your website;
   • Standalone Form — hosted directly on HubSpot;
4. Click Next.

📌 Forms are essential for gathering lead information and starting your nurturing process.

Step 2: Customizing the Form

1. Give your form a name (e.g., Newsletter Signup or Ebook Download);
2. Use the drag-and-drop editor to add fields like:
   • First Name;
   • Last Name;
   • Email Address;
   • Phone Number (optional);
3. Enable Progressive Profiling to gradually collect more info from repeat visitors;
4. Under Options, choose post-submission actions:
   • Show a thank-you message, or
   • Redirect users to a thank-you page.

Step 3: Setting Up Automated Follow-Ups

1. After publishing the form, click the Automation tab;
2. Select Create Workflow to trigger follow-ups;
3. Set up actions like:
   • Send a follow-up email (e.g., "Thanks for signing up!");
   • Create a task for your sales team;
   • Add contact to a list for future email marketing;
4. Click Review and Publish to activate the automation.

📌 This ensures every form submission is followed by immediate engagement.

Conclusion

By creating lead capture forms and automating follow-ups, you can efficiently engage prospects at the peak of their interest.

This process helps streamline lead generation and enhances your marketing strategy.