How to Create HubSpot Popup Forms for Your Online Business – An Easy Guide

HubSpot popup forms are pivotal elements for engaging visitors and generating leads. They can seamlessly integrate into your website, providing a non-intrusive way to connect with users. Whether offering exclusive content, discounts, or newsletter sign-ups, these forms are vital tools for growing your contact list.

This easy-to-follow guide will walk you through the creation and customization process of HubSpot popup Forms. By the end, you’ll be equipped to design popup forms that not only match your brand’s aesthetic but also appeal to your target audience. Get ready to convert casual browsers into loyal customers with HubSpot’s powerful form-building capabilities.

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What are HubSpot popup forms?

HubSpot popup forms are interactive lead capture tools designed to overlay websites, prompting visitors to provide information, notably emails, for email marketing. These engaging HubSpot popup forms can be strategically placed on blog posts, landing pages, or any HubSpot-hosted webpage. 

The HubSpot popup forms tool facilitates the creation of visually appealing lead capture forms to attract and convert new leads seamlessly. Users have flexibility in triggering popups, such as using buttons or customizing them further through Call-to-Action (CTA) creation. While optimizing lead generation, businesses are encouraged to consider CTAs for enhanced customization and control over popup triggers, ensuring a tailored user experience.

Importance of popup forms for online businesses

Popup forms play a crucial role in the success of online businesses for several reasons:

Lead Generation

Popup forms are effective tools for capturing leads. Popup forms incentivize users with a clear call-to-action. They offer discounts, subscriptions, or free resources. This encourages contact information sharing on websites.

Increased Conversions

Well-designed popup forms strategically placed on a website can significantly boost conversion rates. Businesses can turn casual browsers into engaged customers by capturing visitors’ attention and presenting relevant offers or information.

Promotion and Offers

Popup forms are an excellent way to promote special offers, discounts, or limited-time deals. Promising these promotions can create a sense of urgency and drive immediate action from potential customers.

Email Marketing Growth

Popup forms are instrumental in building and expanding email marketing lists. By collecting email addresses through these forms, businesses can establish a direct and cost-effective communication channel with their audience, increasing brand awareness and sales.

User Engagement

Popup forms can be used to engage website visitors with interactive content, surveys, or quizzes. This improves the user experience overall and offers insightful information about consumer preferences.

Exit-Intent Strategies

When a visitor is ready to leave the website, exit-intent popups recognize it and provide a last-minute deal or other inducement to entice them to stay or make a purchase. This contributes to higher retention and lower bounce rates.

Steps by Steps Guide on How to Create HubSpot Popup

Here are the detailed steps to create a popup form in HubSpot:

Install HubSpot Tracking Code:

Before you can use HubSpot features on your website, ensure that the HubSpot tracking code is installed on your site. If you have a WordPress site, you can use the HubSpot WordPress plugin, which simplifies this process.

  • For Professional and Enterprise accounts, go to Marketing > Lead Capture.
  • For Starter and Free accounts, you may need to go to Marketing > Forms. This can vary depending on updates and changes to HubSpot’s packages and navigation.
Navigate to Forms
Create a New Form
  • Click on the “Create form” button, typically found in the upper right corner.
Create a New Form
Create a New Form
Select a Business Unit (if applicable):
  • If your account has a business unit add-on, click the dropdown menu under “Select a business unit.”
  • Choose the relevant business unit for the form.
Choose the Popup Form Type:

You will usually have options like:

  • Popup box
  • Dropdown banner
  • Slide-in left box
  • Slide-in right box
Choose from HubSpot Popup Form Type
Choose from HubSpot Popup Form Type
Customize Your Form:

After selecting the form type, click “Next” or

Click on the Next Button
Click on the Next Button

“Start” to begin customizing your form.

Choose the Template and Click on the Start
Choose the Template and Click on the Start

To change the form name, click the pencil icon near the form name at the top of the form editor.

From there, you would proceed to customize the appearance of your form, set up form fields, define targeting options, and decide on trigger behaviors. Once you’re satisfied with the setup, you can save and publish your popup form. It will then be live on your site based on the display rules you’ve established.

Customize popup form

Customize popup form
Customize popup form

To customize your popup form after linking it to a callout button, follow these steps on the Form tab:

Form Body

Optionally, enter additional information or details that will be displayed before the form fields.

Added Fields
  • The fields for your popup form can be selected. It immediately adds the basic Email field, and you may add up to four more fields.
  • Select “+ Add another form field to increase the number of fields.”\
  • The supported fields are number, date picker, file, dropdown choose, single checkbox, and single-line or multi-line text.
  • Users in Marketing Hub Starter, Professional, and Enterprise accounts can create custom contact properties in HubSpot popup forms.
Field Customization
  • To customize the appearance of form fields for visitors, click the edit pencil icon.
  • Change the label for the field, add a placepopup, or enter the default value.
  • For the Email field, specify blocked email addresses and domains.
Form Button Text

Customize the text for the form button. By default, it populates from the Callout tab’s form button text.

GDPR Options

If data privacy settings are enabled in your HubSpot account, set the notice and consent options for the popup form. Click the edit pencil icon to customize the default text.


Set the form language to change field labels, notice and consent/legitimate interest messages, and error messages. Other editable fields need manual translation.


Enable CAPTCHA for additional protection against spam submissions.

Best Practices for HubSpot Popup Forms

Best practices for HubSpot popup forms involve strategic design and implementation to maximize lead capture while ensuring a positive user experience. Here are some recommendations for creating HubSpot popup form :

  • Targeted Timing: Set popup triggers for optimal timing, considering factors like page load, time spent on the page, or exit intent. Avoid immediate popups to allow users to interact with the content first.
  • Relevant Content: Ensure popup content aligns with the page’s context and offers visitors value. Relevant and compelling content increases the likelihood of form submissions.
  • Mobile Optimization: Design a mobile-responsive HubSpot popup to cater to users on various devices. Mobile optimization enhances user experience and increases accessibility.
  • Clear CTA: Craft a clear and concise Call-to-Action (CTA) on the popup form. Clearly communicate the benefit or value proposition to encourage user engagement.
  • Minimal Form Fields: To reduce friction and encourage submissions, keep form fields minimal. Ask for essential information, such as the email address, to streamline the process.
  • A/B Testing: Conduct A/B testing on popup designs, triggers, or content to identify the most effective elements. Use data-driven insights to optimize performance.
  • Personalization: Leverage personalization to tailor popup content based on visitor data. Personalized messages increase relevance and engagement.

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Frequently Asked Question

What triggers can I use for Popup Forms?

Triggers can be defined as reacting to several behaviors, such as page load, time spent on a page, scroll behavior, and intent to leave. These triggers assist in regulating the Popup Form’s appearance.

Can I customize the appearance of Popup Forms?

Yes, you may alter the appearance, functionality, and content of the popup forms in HubSpot. This includes putting in customized text, changing colors, and adding photos.

Are Popup Forms mobile-friendly?

Yes, HubSpot Popup Forms are made to be responsive to mobile devices, giving users a smooth and convenient experience across various gadgets.

How can I integrate Popup Form submissions with my CRM?

Popup Form submissions can be integrated with HubSpot’s Customer Relationship Management (CRM) system to guarantee that leads are moved smoothly for additional interaction.

Final Word

In conclusion, HubSpot Popup Forms are an excellent tool for any online business looking to improve its lead generation and conversion rates. These HubSpot popup forms offer customizable options, including when and where they appear on your website, making them flexible enough to fit your needs. 

Additionally, HubSpot’s built-in analytics allow you to track your popups’ performance and make necessary adjustments to optimize their effectiveness. While popups may have a bad reputation, HubSpot ensures that their forms are designed to enhance the user experience rather than interfere with it.