Advanced Features and Integrations
Creating Lead Capture Forms and Automating Follow-Ups
Lead capture forms in HubSpot allow you to turn website visitors into CRM contacts by collecting structured data such as names, emails, phone numbers, or custom fields.
With flexible templates and a drag-and-drop editor, you can tailor each form to match your offer, whether it's booking a meeting, downloading a resource, or requesting a quote. Forms automatically sync data into the CRM, update marketing lists, and trigger workflows, ensuring every new lead receives timely engagement without manual effort.
Exploring HubSpot's App Marketplace
The HubSpot App Marketplace is a collection of over 1,500 apps that plug directly into your HubSpot account. These integrations help you connect calendars, communication tools, analytics platforms, and marketing apps into one unified system—making your workflow faster and more organized.
Common Integrations
- Google Calendar / Outlook Calendar → sync meetings;
- Gmail / Outlook → track email activity;
- Slack → receive internal alerts;
- Zoom / Google Meet → log meeting details;
- Shopify → sync customers and orders;
- Meta Ads / Google Ads → track campaign performance.
Managing Payments and Invoices
Payment processing is how a business collects money from customers using tools like cards, bank transfers, or digital wallets.
HubSpot uses Stripe as its built-in processor, making payments fast, secure, and trackable.
An invoice is a digital bill sent to a customer. It lists what they bought, how much it costs, and when payment is due.
Two Types of Invoices
- One-Time Invoice: used when a customer buys something once;
- Recurring Invoice: used for subscription services.
1. What is the primary purpose of a lead capture form?
2. What does an integration allow you to do?
3. What is the main benefit of using payments inside HubSpot?
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How do I customize the fields in a HubSpot lead capture form?
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What are the benefits of using automated workflows with lead capture forms?
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Creating Lead Capture Forms and Automating Follow-Ups
Lead capture forms in HubSpot allow you to turn website visitors into CRM contacts by collecting structured data such as names, emails, phone numbers, or custom fields.
With flexible templates and a drag-and-drop editor, you can tailor each form to match your offer, whether it's booking a meeting, downloading a resource, or requesting a quote. Forms automatically sync data into the CRM, update marketing lists, and trigger workflows, ensuring every new lead receives timely engagement without manual effort.
Exploring HubSpot's App Marketplace
The HubSpot App Marketplace is a collection of over 1,500 apps that plug directly into your HubSpot account. These integrations help you connect calendars, communication tools, analytics platforms, and marketing apps into one unified system—making your workflow faster and more organized.
Common Integrations
- Google Calendar / Outlook Calendar → sync meetings;
- Gmail / Outlook → track email activity;
- Slack → receive internal alerts;
- Zoom / Google Meet → log meeting details;
- Shopify → sync customers and orders;
- Meta Ads / Google Ads → track campaign performance.
Managing Payments and Invoices
Payment processing is how a business collects money from customers using tools like cards, bank transfers, or digital wallets.
HubSpot uses Stripe as its built-in processor, making payments fast, secure, and trackable.
An invoice is a digital bill sent to a customer. It lists what they bought, how much it costs, and when payment is due.
Two Types of Invoices
- One-Time Invoice: used when a customer buys something once;
- Recurring Invoice: used for subscription services.
1. What is the primary purpose of a lead capture form?
2. What does an integration allow you to do?
3. What is the main benefit of using payments inside HubSpot?
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