What is the Advantage of Using a Form HubSpot: Best Practices for Contact Form 7

Let’s get to the topic right away. Contact Form 7 is a versatile and widely used plugin for WordPress that allows users to create and manage forms easily. On the other hand, HubSpot is a comprehensive CRM and marketing platform designed to streamline customer relationship management, lead nurturing, and marketing campaigns.

Do these two work together? Yes, perfectly, if you know some of the best practices for their integration. This article aims to provide them for you, exploring effective methods and strategies to seamlessly connect these two tools to automatically sync data, enhance lead management, and improve marketing efforts.

Benefits of Integrating Contact Form 7 with HubSpot

We’ve found numerous benefits of CF7 and HubSpot integration, but we’ve boiled them down to the most essential for you.

Improved Lead Management

Here, we’ll overview:

• Centralized lead data
• Automated workflows

Integrating Contact Form 7 with HubSpot centralizes lead data, making it easier to manage and analyze. When a visitor submits a form on your website, their information is automatically sent to HubSpot, where it’s stored in a unified database. 

This eliminates the need for manual data entry and ensures that all lead information is consistently up-to-date. With centralized data, your sales and marketing teams can access accurate and complete information about each lead, improving communication and collaboration.

Another key advantage of integrating Contact Form 7 with HubSpot is the ability to automate workflows and follow-ups. HubSpot’s automation features allow you to create customized workflows that trigger specific actions based on form submissions. 

For example, you can set up automated email responses to new leads, assign tasks to your sales team, or add leads to a nurturing campaign. This saves time and ensures that no lead falls through the cracks, enhancing the overall efficiency of your lead management process.

Enhanced Marketing Efforts

Here, let’s talk about:

• Personalized campaigns
• Contact Form 7 HubSpot analytics and reporting

With the data collected from Contact Form 7 forms being funneled directly into HubSpot, you can leverage HubSpot’s powerful marketing tools to create personalized campaigns. By segmenting your leads based on their form responses, behaviors, and other criteria, you can tailor your marketing messages to address their specific needs and interests. 

Personalized campaigns are more effective in capturing attention and driving engagement, leading to higher conversion rates and better customer relationships.

39% of Gen X and millennials find ads that adapt content or promotions based on specific consumer behavior to be the most effective. In fact, 6/10 consumers find it helpful when they get personalized product recommendations.

Creating Forms

Creating forms is key to capturing leads and collecting data from website visitors. HubSpot Forms is a robust solution for businesses looking to create custom forms that fit their needs and branding. A good form can boost submission rates and visitor experience.

Forms can be for registration, lead capture, and data collection. The key to creating good forms is to keep them simple, concise, and easy to fill out. Too many fields can deter visitors from filling out the form, so ask only for the most important information.

Using a form editor like HubSpot’s can help streamline the form creation process. HubSpot’s form editor is easy to use and has many customization options so businesses can tailor their forms to their goals. Smart forms can also be used to personalize the form-filling experience for visitors and increase engagement and form completion.

HubSpot forms work seamlessly with the HubSpot CRM, so collected data is automatically synced. This means all lead information is stored in one place, making it easier to manage and analyze. By using HubSpot forms, businesses can make informed decisions about lead capture and marketing and get better results.

Forms are not just about collecting data; they also track conversions, analyze data, and optimize marketing processes. By using HubSpot forms, businesses can boost lead generation and drive more engagement and conversions.

Form Customization and Design

Form customization and design are key to creating forms that fit business needs. The HubSpot form editor has many tools and features to customize forms, including drop-down menus, radio select, and various field types. These customization options allow businesses to design forms that match their website branding and style so the user experience is seamless.

The layout and design of a form can impact submission rates. Well-designed forms perform better as they are more user-friendly and visually appealing. Using a WordPress site, businesses can easily integrate HubSpot forms and customize them to their needs. This flexibility means forms are not only functional but also aligned with the overall design and branding of the site.

Non-HubSpot forms are limited in terms of customization and design, so HubSpot forms are a better option. HubSpot forms have more flexibility and more features, so businesses can create forms that are effective and visually appealing. Plus, automatically syncing form data with the HubSpot CRM means businesses can manage their leads and contacts more efficiently.

The HubSpot platform has many features and tools to create and customize forms, including analytics and reporting. These tools allow businesses to track form performance, analyze data, and make data-driven decisions to optimize their marketing strategies. By using HubSpot forms, businesses can create a more efficient lead capture process and get higher conversion rates.

The benefits of using HubSpot forms are better data collection, better user experience, and more conversions. These are the reasons why HubSpot Forms is a valuable tool for businesses to optimize their marketing and get better results. By using the customization and design capabilities of HubSpot forms, businesses can create forms that not only capture leads but also enhance the overall user experience.

Contact Form 7 HubSpot Best Practices

Finally, here are the Contact Form 7 HubSpot best practices (in our experience):

• Test Your Forms: Test your forms thoroughly to ensure all fields are working correctly and data is being captured accurately.
• Simplified Forms: Keep your forms as simple and user-friendly as possible. Don’t overwhelm visitors with too many fields.
• Validation and Error Messages: Make sure to validate all form fields to prevent incomplete or incorrect submissions. Provide clear and concise error messages to guide users to correct their entries.
• Field Mapping: Map form fields in Contact Form 7 to corresponding fields in HubSpot. Use the field mapping feature of the ProCoders plugin to make this process easier.
• Custom Fields: Custom fields allow for more detailed and precise data collection, so you can segment your leads and personalize your Contact Form 7 HubSpot marketing.
• Workflows: These workflows can do various tasks such as assigning leads to sales reps, sending welcome emails, or adding leads to a nurturing sequence. Contact Form 7 HubSpot automation ensures timely and consistent engagement with your leads.
• Follow-Up Emails: Use HubSpot’s email marketing tools to design professional and engaging emails. Best practices include addressing the lead by name, referencing their specific query or interest, and providing clear calls to action.
• UTM Parameters: Use UTM parameters in your form links to track where your leads are coming from. This will help you identify which marketing channels are driving traffic and conversions. By analyzing this data, you can optimize your marketing for better results.
• HubSpot Analytics: Track metrics such as form views, submission rates, and lead engagement to continually improve your forms and marketing.
• GDPR Compliance: Make sure your forms and data handling processes are GDPR compliant and other relevant data protection regulations. This includes providing clear information about data usage, getting explicit consent from users, and allowing users to access and delete their data upon request.
• Consent Fields: Add consent fields to your forms to get user permission for data processing. Clearly explain what the data will be used for and provide options for users to opt in or out.