How to Create a HubSpot Contact Signup Form

Step 1

On the FormCrafts dashboard, click New Form. You can begin with a blank form. Enter the name and click Create Form.

On the next screen, click on the Add Field icon to the top-right and add a couple of fields:

  1. custom text field
  2. one line input labelled Your Name
  3. one line input labelled Phone Number
  4. email field labelled Contact Email
  5. checkbox field labelled Your Role
  6. submit field.

Step 2

Click on Addons (top-left corner) → Marketing → HubSpot → Enable. Once enabled check the option Create Contact. Now we have to map our form fields to their respective HubSpot columns.

The first two are easy. We map Your Name to First Name, and Contact Email to Email.

We need to map Your Role to Buying Role, which is a checkbox field in HubSpot with several options, as you can see in this image:

We need to ensure the Internal Values (BUDGET_HOLDER, LEGAL_AND_COMPLIANCE) for options in HubSpot match with the option values in FormCrafts. We edit our Your Role checkbox field in FormCrafts and set these options under Options List:

BUDGET_HOLDER==Finance
DECISION_MAKER==Managerial
LEGAL_AND_COMPLIANCE==Legal
OTHER==Other

The string to the left of == is the value, which matches the Internal Values in HubSpot.

Our mapping for this field (Addons → Marketing → HubSpot) would be this:

[Your Role.value] → Buying Role

Our final mappings look like this:

Step 3

Our form is ready. Click on preview (top-right) and fill out and submit the form to test it.