Use legacy forms to gather important information about your visitors and contacts. In HubSpot, you can easily createforms to add to your HubSpot pages or external site. 

Please note: it’s recommended to use theupdated forms editor to create and manage forms. This article should be used as a reference for existing forms built with thelegacy editor only.

Understand limitations & considerations

• Associating a form with a Brand can only be done when creating the form. To change a form's Brand, you'll need to recreate the form. Learn more aboutassociating a form to a brand.
• Accounts created after April 1st, 2024 can only create tickets from forms connected tohelp desk.

Create a legacy form

1. In your HubSpot account, navigate toMarketing >Forms.
2. In the upper right, clickCreate form.
3. SelectLegacy Form Editor.
4. In the top right, clickNext.
5. In the left panel, selectBlank template to start with a blank form or a template to start with a form with pre-selected fields for a specific use case.
   • The form preview for a selected template will appear in the right panel.
   • If you haveAccount Accesspermissions, youcan select theSupport template to create tickets from form submissions. This willconnect the form to your conversations inbox orhelp desk, where your team can respond to customers' inquiries.
6. In the upper right, clickStart.
7. At the top of the form editor, click theeditedit iconto edit the form name.

Add and edit form fields

Add form fields to collect information from your website visitors and contacts. You can alsoadd rich text areas between form fields to add customizable text, create headers, or add spacing to your form.

If you're using a multiple checkbox, radio select, dropdown select, date, file upload, phone number, or blog subscription field, learn more about theadditional customization optionsavailable with these field types. 

1. In the left panel, use thesearch bar to search for an existing field, or browse through your property groups. The object type of the field added can determine whether theform submission appears onthe activity timeline of associated records.
2. Tocreate a new property and use it as a field on your form, click theCreate new tab.
   • Select theform field type. 
   • In the right panel, set up your form field: 
     • Property label:enter text to name the property. 
     • Object type:select an object type. You can addContact,Company, andCustom object fields. Ticket properties can be added ifAutomatic ticket creation is toggled on.
     • Brand: select the brand where you wish to create the property (Brands add-on only). 
     • Group: select a property group. 
   • Review your property options and clickCreate.

3. Click and dragfields onto the form preview on the right to include them on your form. Fields can be placed above, below, or next to other fields. 

4. If you've set up the payments tool in HubSpot, learn how tocollect payments with forms. When thePayment option is turned on, you cannot create tickets from the same form. 
5. To create a ticket from each form submission,Super Admins or users withAccount Accesspermissions can toggle on theAutomatic ticket creationswitch in theTicket Properties section. This willconnect the form to your conversations inbox orhelp desk, where your team can respond to customers' inquiries. When theAutomatic ticket creationoption is turned on, you cannot collect payments from the same form. 

Please note: accounts created after April 1st, 2024 can only create tickets from forms connected tohelp desk.

Manage your form field's options 

1. In the right panel, click thefield in the form preview. 
2. In the left panel, edit the field's options as needed. The options here may vary depending on the field's property type, learn more about theadditional field customization options available.
   • In the Basictab: 
     
     • Make this field required: when this option is toggled on, the field must be completed to submit the form. If a form field has been set as required, it cannot be set as hidden. 
     • Make this field hidden:when this option is toggled on, the field will not appear on the form but can be used topass values to contact properties for all submissions.
     • Label: the name of the field that will appear on the form.
     • Help Text: informational text below the field's label to help the visitor complete the field.
     • Placeholder text:text that appears in the input box for the field. The text will disappear when the visitor enters a value in the field, and will not come through in the submission, even if the field is left empty.
     • Default value:a value that will be submitted for the field by default unless changed by the visitor.

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  • In theLogictab: 
    • Progressive fields: select the action to take if the field has been previously submitted. Learn more aboutprogressive fields in forms.
    • Dependent fields: display additional fields based on visitors' responses to a previous field. Learn more aboutdependent fields in forms.
      
      

Customize your form options

From theOptions tab, configure what happens after a form is submitted. You can configure submission settings, user notifications, the language for form and error messages, and more. Some options may not be displayed, depending on your HubSpot subscription. 

• What should happen after someone submits this form: select what displays after a form submission. This sets the action for forms embedded onnon-HubSpot pages or shared as standalone pagesonly; it will not set or change the action for forms added toHubSpot pages.
  • Thank you message: configure a thank you message to appear after the form is submitted. 
  • HubSpot page or External URL: redirect visitors to a different page after the form is submitted. You can select a published HubSpot page or use an external URL. 
  • Scheduling page:if you have aSalesorService HubEnterprisesubscription, you can redirect visitors to a specified meeting scheduling page to book a meeting, any submitted form fields will automatically be populated.
  • Conditionally redirect to a scheduling page, HubSpot page or external URL:if you have aSalesorService HubEnterprisesubscription, you can redirect visitors to a specified meeting scheduling page, HubSpot page, or external URL. If you are redirecting users to a meeting scheduling page, any submitted form fields will automatically be populated. Learn about conditionallyredirecting a form to a meeting scheduling page, HubSpot page, or external URL 
• Customize lifecycle stage based on submissions:click theSet lifecycle stage to dropdown menu and select alifecycle stage. When visitors submit the form, any new or existing records will be set to the selected lifecycle stage. 
  • You cannot move a record's lifecycle stage backwards. If an existing contact or company with a later lifecycle stage submits a form, the lifecycle stage willnot be updated. 
  • The lifecycle stage set in a form will overwritethe default lifecycle stageconfigured in your HubSpot settings.

• Follow-up options: select theSend submission email notifications to the contact's owner checkbox to automatically send a notification to the contact's owner. If a contact has no owner, no notifications will be sent. Learn more aboutobject ownership in HubSpot. 

• Send submission email notifications to: click thedropdown menu to select the default teams or individuals to send submission email notifications to, regardless of contact ownership. Recipients set here will be overwritten by recipients set in theform options on HubSpot pages.

• Form and error message language: select the language for default field labels and errors displayed to visitors when the form is filled out incorrectly.

• Add to marketing campaign:if you have aMarketing Hub ProfessionalorEnterprise subscription, you can associate the form with a campaign:
  • To associate your form with an existing campaign, click theCampaign dropdown menu and select acampaign.
  • To associate your form with a new campaign, click theCampaign dropdown menu and clickCreate campaign. Then, continuesetting up your campaign. 

• • If you've never created a campaign before, clickCreate a campaign. Then, continuesetting up your campaign. 

• Always create contact for new email address:select this option to create a new contact record for every submission with a unique email address. If the email address submitted matches an existing contact record in your database, the details on the existing record will be updated.
  • If this option isturned off, HubSpot will first attempt to associate the submission with an existing contact with the submitted email address. If no contact exists at that email address, HubSpot will recognize andupdate your contacts based on the cookies in their browsers. This may result in contacts being overwritten if the same form is submitted multiple times from the same device.
  • If this option isturned on, when a contact submits the form using a different email on a browser where there is already a cookie, views will not be tracked for this contact. ThePre-populate contact fields with known values option will also be automatically turned off.
• Set contacts created as marketing contacts: if your HubSpot account hasaccess to marketing contacts, you can automatically set any contacts who have submitted this form as marketing. This includes both new and existing contacts.

• Add link to reset the form:select this option to allow visitors to remove anypre-populated fieldson the form and to create a new contact on submission. When turned on, visitors can click aNot you? Click here to reset link that resets the form. This will also turn off cookie tracking in the form submission, preventing any cookie overwrites. 
• Pre-populate fields with known values: if a contact previously visited your site and submitted a form, and HubSpot was able to store and track their cookies, any known field values can be pre-populated on the form. This option is turned on by default. Learn more aboutpre-populated form fields. 
  
  

Style and preview your form 

From theStyle & previewtab, customize the styling of your form. A preview of the form will update in the right panel as you adjust the form's styles or test its features.

You can customize the following: 

• Set as raw HTML form:if you have aMarketing HuborContent HubProfessionalor Enterprisesubscription,you can select this option to render the form as a raw HTML element rather than inside an iframe. Do note the following:
  • Any HubSpot styling configured in theStyle tab will be removed.
  • The form should bestyled with CSS in your external stylesheet.
• Input options:select one of four availablethemesfor field and button styles.
• Style: customize the form's field width, fonts, and colors.
• Test: if you haveprogressive fields ordependent fields on this form, you can test how they'll appear to your visitors.

Use automations with forms

Use simple automation features such as sending a follow-up email to a contact or sending automatic internal email notifications with your forms. You can also use the form submission as a trigger in a simple workflow. Learn more about how touse automation with the forms tool. 

1. In your HubSpot account, navigate toMarketing >Forms.
2. Hover over an existing form and clickEdit.
3. At the top, click theAutomation tab.
4. Under theAutomate what happens after a form is submitted section,select from the following: 
   • Send an email after form submission: create a simple workflow that is pre-configured to send a follow-up email after the form is submitted. 

• • Create your own simple workflow: create a simple workflow and add your preferred follow-up actions.
    
    

Use your form

After creating a new form or making your form updates, you'll need to update your form to make the changes go live. Then,add it to your HubSpot content, use theform embed code to add it to an external page, or share it as a standalone page with ashare link. 

1. In your HubSpot account, navigate toMarketing >Forms.

2. Hover over an existing form and clickEdit.
3. In the top right, clickUpdate to publish your form updates.

Forms cannot be unpublished. If the form is embedded on an external page, you can manually remove the form embed code. However, the only way to disable the standalone form page is todelete the form.