crm plugin for wordpress

April 12, 2024

13 Best HubSpot Alternatives for 2024 (Free + Paid)

Are you looking for alternatives to HubSpot?

HubSpot is a popular customer relationship management (CRM) software that offers popular solutions for all your marketing and sales needs. However, it can be very expensive to use as your business grows.

In this article, we will share some of the best HubSpot alternatives for your website.

Why Do You Need a HubSpot Alternative?

HubSpot is a comprehensive CRM software that offers powerful tools for your marketing, sales, customer service, and content management needs.

However, one of the biggest drawbacks of using HubSpot is its price. The premium plans can get very expensive very fast.

Plus, there are multiple packages, which can be overwhelming and confusing for many users. For instance, there are separate prices for their marketing and sales tools, content management system (CMS), operations features, and others.

While HubSpot offers free versions of its tools and the Starter plan for individuals and small teams starts from $20 per month, most of its powerful features are locked away in the higher-priced plans.

For example, you’ll need at least a Professional plan if you want to use omnichannel marketing automation, custom reporting, A/B testing, dynamic personalization, and blog creation.

This will set you back $890 per month (billed annually). Not to mention, there is also a one-time Professional Onboarding fee of $3,000 that you’ll have to pay if you subscribe to the Professional plan.

HubSpot is great for large organizations, but higher pricing rules out smaller businesses. That said, let’s look at some of the best HubSpot alternatives that are cheaper and more reliable.

1. Constant Contact (Email Marketing + CRM)

Constant Contact is one of the best all-in-one digital and email marketing services. It is a perfect HubSpot alternative because it offers a wide range of tools at lower prices.

For instance, Constant Contact offers a drag-and-drop email builder, marketing CRM, social media marketing tool, marketing automation, landing page builder, A/B testing, SMS marketing, and more.

Pros:

Use drag-and-drop email campaign builder
Choose from hundreds of email templates
Set up marketing automation
Conduct A/B testing
Get detailed analytics and reports
Seamless integration with 300+ apps

Cons:

There is no free version

Why We Choose Constant Contact: It is ideal for startups, small businesses, and individual marketers who want all the features of HubSpot but at affordable prices.

Pricing: Constant Contact prices start from $12 per month, and you get a 14-day free trial.

2. Brevo (CRM Suite)

Is Brevo the right email marketing platform for you?

Brevo (formerly Sendinblue) is the next HubSpot alternative on our list. It is a CRM suite that offers basic features that you’ll also find in HubSpot. You get a marketing platform that helps set up email marketing, SMS and WhatsApp campaigns, marketing automation, and more.

Besides that, Brevo comes with a sales platform that comes with automated deal tracking, call recordings, pipeline management, and sales reporting. With Brevo, you can also improve custom support. It lets you add live chat, chatbot, phone calls, and more using its platform.

Pros:

Beginner-friendly CRM and marketing platform
Set up email marketing and marketing automation
Create SMS and WhatsApp campaigns
Add live chat, phone calls, and chatbots
Create landing pages and run Facebook ads

Cons:

The marketing automation feature is not as powerful as HubSpot
Lacks a CMS solution that’s available in HubSpot

Why We Choose Brevo: If you’re looking for a HubSpot alternative that’s easy to use, offers basic CRM and marketing automation features, and isn’t expensive, then Brevo is for you.

Pricing: Brevo offers a free version that lets you send 300 emails per day. Its premium plans start from $25 per month.

3. Omnisend (Email Marketing for eCommerce)

Omnisend is a great HubSpot alternative for eCommerce store owners. It lets you create engaging newsletters, automate emails, create landing pages and popups, set up SMS marketing, segment your customers, and more.

What sets Omnisend apart from HubSpot is the email marketing features it offers. With solutions built with eCommerce businesses in mind, it makes it very easy to promote your products.

Pros:

User-friendly omnichannel marketing platform
Use drag and drop email editor and landing page builder
Set up marketing automation
Sort customers with advanced segmentation
Send push notifications, SMS, and personalized messages
View campaign and automation reports

Cons:

Limited social media marketing features compared to HubSpot
HubSpot offers more CRM capabilities

Why We Choose Omnisend: In our experience, there are not many beginner-friendly email marketing services focused on eCommerce users. Omnisend is the best HubSpot alternative if you have an online store and send transactional messages.

Pricing: Omnisend offers a free plan that lets you send 500 emails per month and store 250 contacts. However, if you want more features and higher email and contact limits, then there are premium plans that start from $16 per month.

4. OptinMonster (Lead Generation)

OptinMonster is the best lead generation and conversion optimization software in the world. It helps you grow your email list, get more leads, and boost sales.

You can use OptinMonster as a HubSpot alternative for creating personalized messages and targeting the right audience. OptinMonster comes with a drag-and-drop builder for creating stunning optin forms. Plus, it offers powerful display rules that display your campaigns based on user behavior.

Pros:

Drag and drop campaign builder
Choose from pre-built templates and campaign types
Powerful display rules
Seamless integration with email marketing tools and plugins
Get detailed analytics
A/B test your optin forms

Cons:

Focuses on creating popups and optin forms

Why We Choose OptinMonster: We highly recommend OptinMonster to anyone looking to create personalized campaigns for their audience. It is super easy to use and helps increase conversions.

Pricing: OptinMonster pricing plans start from $9 per month (billed annually). There is also a free version of OptinMonster that you can use to get started.

5. Zoho (Complete CRM Tool)

Zoho is a powerful marketing platform, just like HubSpot. It offers all the popular features for marketing, sales, customer service, emails, and project management.

Zoho goes a step further than HubSpot and even offers tools for finance and accounting, human resource, legal, security and IT management, and more. With all these features, what makes Zoho a great alternative to HubSpot is its price.

Pros:

Complete marketing platform
Easily integrates with third-party apps, plugins, and tools
More affordable pricing plans compared to HubSpot
Powerful filters to segment users, tasks, and other activities
Generate different reports and custom dashboards

Cons:

Limited customer support options (no live chat support)

Why We Choose Zoho: If you’re looking for a like-for-like replacement or HubSpot alternative, then Zoho is the closest option in the market. It offers a complete CRM and lots of features for every department at affordable prices.

Pricing: Zoho prices each tool differently. For instance, its CRM prices start from $14 per user per month. Plus, there is also a free trial you can use to try the software.

6. ActiveCampaign (Email Marketing + CRM)

ActiveCampaign is another HubSpot alternative that offers powerful features. Just like HubSpot, you get marketing automation, email marketing, eCommerce marketing, and CRM tools. Plus, it easily integrates with over 900 apps, WordPress plugins, and other platforms.

Pros:

Easily automate email and marketing tasks
Create forms, landing pages, popups, and more
AI-powered predictive sending feature
Set up split automation
Conduct A/B testing
24/7 chat and email support
Custom reporting option

Cons:

There is no free version
It can be difficult for beginners to navigate and use ActiveCampaign

Why We Choose ActiveCampaign: What makes ActiveCampaign different from others is its AI-power predictive sending feature and superior reporting features. It uses AI to send emails when users are most likely to engage. Besides that, most of the features it offers are cheaper than HubSpot.

Pricing: ActiveCampaign premium plans start from $29 per month (billed annually). If you want the Predictive Sending feature and advanced reporting options, then you can upgrade to higher pricing plans.

7. Drip (Email Marketing + Automation)

Drip is a popular email marketing platform that allows you to create automated email sequences and release them based on users’ actions. It offers pre-built templates and a visual builder. Plus, it integrates with over 200 tools. Plus, you can create different segments in your contact list.

Pros:

Easy-to-use email automation tool
Use pre-built templates and visual builder to customize emails
Set up automated email campaigns
A/B test your emails
Easily segment audience
Get detailed analytics and reports of your email performance

Cons:

It doesn’t offer a free version
Lacks other features offered by HubSpot like a CRM, marketing and sales platform, and more

Why We Choose Drip: If you’re looking for a HubSpot alternative that’s great for email marketing automation, then Drip is the best option. It’s very easy to use, and you can create automated workflows with ease. Plus, there are different email templates and customization options to choose from.

Pricing: Drip will cost you $39 per month, and you get a 14-day free trial.

8. GrooveHQ (Customer Support Solution)

Groove review: Is it the right help desk for your WordPress website?

GrooveHQ is the best help desk plugin for WordPress and small businesses. It is a great HubSpot alternative for customer service and offers features like shared inboxes, live chat, knowledge base, and more. GrooveHQ also integrates with popular CRMs, apps, and payment platforms.

Pros:

Complete customer support solution
Add live chat and email support to your site
Receive support requests in shared inboxes
Manage your customers from a beginner-friendly dashboard

Cons:

Lacks other CRM and marketing automation features
There is no free version

Why We Choose GrooveHQ: If you’re looking for a HubSpot alternative just for your customer support tasks, then GrooveHQ is for you. It streamlines your support workflow and offers robust features at affordable prices.

Pricing: GrooveHQ pricing plans start from $4.80 per user per month.

9. Freshsales CRM (Sales-Focused CRM)

Freshsales by Freshworks is a sales-focused CRM that is another HubSpot alternative you can consider. It is beginner-friendly to use and offers features like live chat, email, phone, social media management, marketing and email automation, custom reports, and multiple AI-powered tools.

Pros:

Easily manage and organize contacts
Send personalized messages across multiple channels
Use built-in chat, email, and phone to connect with customers
Create custom reports and dashboards
AI-powered contact scoring
Get insights and the next best action through AI
AI-powered forecasting

Cons:

The free version doesn’t offer reporting features
You get more features with HubSpot’s CRM, even in the free plan

Why We Choose Freshsales CRM: After going through multiple HubSpot alternatives, Freshsales is great for sales teams. It offers affordable pricing plans and basic features.

Pricing: Freshsales CRM is available for free. There are premium plans starting from $15 per user per month that offer more features.

10. FunnelKit Automations (Marketing Automation for WooCommerce)

Is FunnelKit Automations the right marketing automation plugin for you?

FunnelKit Automations is one of the best marketing automation plugins for WooCommerce stores. It helps you create automated workflows, launch email and SMS campaigns, create drip sequences, and more. You can use it to reduce abandoned carts, nurture leads, send automated coupons, and more.

Pros:

Use drag and drop builder to create campaigns
Set up automated email workflows
Send personalized emails and SMS messages to your audience
Segment customers into different lists or categories
Conduct A/B tests with different variants
View detailed analytics and improve campaign performance

Cons:

Limited customer support options
The free plugin offers basic features compared to HubSpot
Premium plans can be expensive for small businesses

Why We Choose FunnelKit Automations: It is the best marketing and email automation solution for WooCommerce store owners. All its features are designed specifically for WooCommerce, which makes it easy to increase retention and boost sales.

Pricing: FunnelKit prices start from $99.50 per year. There is also a free FunnelKit WordPress plugin you can use to get started.

11. Pipedrive CRM (Affordable CRM for Sales Team)

Pipedrive CRM is the next HubSpot alternative on our list, and one of the most affordable. It is a sales-driven CRM solution that helps manage your sales pipeline, set up sales reporting, track activity, sales forecasting, and more. Pipedrive also easily integrates with email marketing services and other WordPress plugins.

Pros:

Simple and easy-to-use interface
Easily monitor your sales activities and communications
Set up marketing automation
Get metrics customized for your business
400+ integrations with tools, plugins, and apps
Affordable pricing plans

Cons:

There is no free version
Lacks advanced reporting and automation features

Why We Choose Pipedrive CRM: If you’re looking for an affordable CRM for your sales needs, then Pipedrive CRM is the best HubSpot alternative.

Pricing: Pipedrive offers 5 different pricing plans that start from $9 per user per month.

12. FluentCRM (Email Automation for WordPress)

FluentCRM is a self-hosted CRM and email automation plugin for WordPress. What makes it different from HubSpot is that all the data is stored in your WordPress database instead of a cloud service. Plus, it offers features like email campaign management, email sequencing, and more.

Pros:

Beginner friendly interface
Store your data in the WordPress database
Set up email automation
Create email drip campaigns
Get in-depth reports
Easily integrates with eCommerce WordPress plugins

Cons:

The free plugin offers limited features compared to HubSpot
Lacks social media and CMS features

Why We Choose FluentCRM: It is a great HubSpot alternative if you have a WordPress site and want to manage customers, email campaigns, and automated workflows from your WordPress dashboard. Plus, it keeps your data secure and doesn’t rely on a third-party cloud service.

Pricing: FluentCRM pricing plans start from $90 per year. There is also a FluentCRM free WordPress plugin.

13. EngageBay (All-in-One Marketing Platform)

EngageBay is a powerful all-in-one platform for your marketing, sales, and customer support needs. It is a great replacement for HubSpot, as you get almost similar features even in the free version. For instance, you can create email broadcasts, access CRM, helpdesk, live chat, and more.

Pros:

Store and manage contacts in CRM
Set up marketing automation
Use email builder and choose pre-built email templates
Manage support tickets with the help desk
Add live chat to your site

Cons:

Free version only allows 250 contacts
Limited integration options compared to HubSpot

Why We Choose EngageBay: EngageBay is a like-for-like alternative to HubSpot. The free version offers similar features, and even its paid plans are more affordable than HubSpot.

Pricing: You can get started with EngageBay for free. Its paid pricing plans start from $12.74 per user per month.

Which HubSpot Alternative Should You Use?

After testing multiple software and plugins, we believe that Constant Contact is the best HubSpot alternative.

It is a complete marketing and email automation solution that offers powerful features at affordable prices compared to HubSpot. You can easily create email campaigns, conduct A/B tests, get a marketing CRM, manage social media, set up SMS marketing, build landing pages, and more.

On the other hand, you may also want to check out Brevo (formerly Sendinblue) and Omnisend. Both of them offer similar features as HubSpot, but in lower prices.

We hope this article helped you learn about the best HubSpot alternatives. You may also want to see our ultimate guide to WordPress SEO and the best WooCommerce plugins.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 13 Best HubSpot Alternatives for 2024 (Free + Paid) first appeared on WPBeginner.

December 13, 2023

8 Best WordPress CRM Plugins in 2023 (Compared)

Are you looking to add a CRM to your WordPress website?

A customer relationship management (CRM) plugin can help you follow up leads, increase sales, and manage interactions with your customers.

In this article, we will share some of the best WordPress CRM plugins.

Why Use a WordPress CRM Plugin?

A customer relationship management (CRM) plugin will store the contact details of your customers and prospects, quickly show your previous interactions with them, and help you offer streamlined customer service across your business.

This data can be used by your sales, marketing, and customer service teams to follow up on leads, view purchasing history, and record how your customer’s problems were solved.

A CRM plugin needs to integrate with social media platforms, your lead generation software and email marketing service, and your membership website or online store. It should offer everything you need to manage your customers in one place.

With that being said, let’s take a look at the best WordPress CRM plugins with their pros and cons to help you choose the best tool for your business.

1. HubSpot

HubSpot is a comprehensive CRM plugin for WordPress that integrates seamlessly with their marketing, sales, and customer service products. It allows you to capture leads, manage contacts, and track user interactions.

HubSpot CRM comes with built-in tools to collect customer data on your WordPress website and add it to your contacts list. These include forms, email, and live chat.

Your data is stored on HubSpot’s cloud platform. It also integrates with more than 300 apps and services, such as email marketing and lead generation software like OptinMonster.

The core HubSpot CRM platform is free and supports unlimited users and unlimited contacts. You can upgrade to a paid plan for more powerful features.

Hubspot is easy to use, and we show you how to add it to your WordPress website step-by-step in our guide on how to add a CRM on your WordPress site and get more leads.

Pros:

HubSpot is an easy-to-use CRM.
The core HubSpot CRM features are free.
With paid plans, you can choose to focus on marketing, sales, or customer service.
You can easily embed forms and live chat on your site.

Cons:

Beginners may find the plugin has a learning curve.
Data is stored on the HubSpot cloud service.

Why we chose HubSpot: HubSpot is the best CRM for small businesses and easily integrates with your WordPress website.

2. FunnelKit Automations

FunnelKit Automations is a powerful CRM and marketing automation tool for WordPress websites and WooCommerce stores.

You can use it to see every detail about your customers, including their name, email, gender, geographical location, tags, lists, and more. You can also see the details of their past history on your website or online store, including their purchase history.

The plugin’s strength lies in automation. You can also use its visual automation builder to automate targeted email and SMS campaigns, create subscription reminders, send automated coupons, and much more.

Pros:

In-depth contact profiles show all client information in one place.
It allows you to automate your WooCommerce store, including emails and SMS messages.
FunnelKit Automations has advanced features like analytics, revenue tracking, and A/B testing.
It has integrations with popular apps and plugins.

Cons:

Beginners will find there is a learning curve.
It is more expensive than most CMS solutions.

Why we chose FunnelKit Automations: Funnelkit Automations is one of the best marketing automation platforms for WooCommerce. Its contact profiles give you easy access to customer details and purchase history.

3. Freshsales CRM

Freshsales CRM is a popular and affordable CRM with a sales-oriented approach. It has a scoring feature that helps you prioritize and personalize customer engagement.

Its dashboard gives you instant access to customer data, including reports, activities, phone calls, emails, and contact details.

Other features include visual sales pipelines, actionable insights into conversations, event tracking, custom workflows, and integrations with popular third-party services.

Freshsales also lets you automate your work to save you time. This lets you automatically assign leads, send emails, add tasks, create reminders, and much more. It can also save time by automatically filling in extra details based on social and publicly listed information.

You can find the Freshsales Integration plugin in the WordPress Plugin Directory. It allows you to sync contacts and leads, embed forms, track website activity, and receive notifications.

Pros:

Affordable and easy to use.
The scoring system helps you prioritize leads.
Automation features save you time.
Inexpensive and offers a 21-day free trial.

Cons:

Offers less customization than other CRMs.
Offers fewer integrations than some other CRMs.

Why we chose Freshsales CRM: Freshsales CRM has a sales-oriented approach. It helps you prioritize your leads and saves time by offering automation and automatic data entry.

4. Brevo (Formerly Sendinblue)

Brevo, formerly known as Sendinblue, is a popular email marketing service. It offers CRM features like contact management with custom fields, contact tracking, lead scoring, and transactional email logs. It can also integrate with other CRM products.

The company also offers a free WooCommerce CRM plugin in the official WordPress Plugin Directory. This will automatically sync your WooCommerce customer data with Brevo so you can improve customer service for your store using a single tool.

Once your online store data has been synced, you will be able to better manage your customers and their orders, create effective email and SMS campaigns, and track how many emails were delivered, opened, and clicked on.

Pros:

Its limited CRM features can do all you need if email marketing is your focus.
You can set up automated workflows to increase conversions in your store.
Brevo’s free plan allows you to create unlimited contacts and send up to 300 emails per day.
The Brevo plugin for WooCommerce is free.

Cons:

Its CRM features are more limited than other CRM solutions.
Plugin integration is only for WooCommerce stores, not general WordPress websites.
You depend on Brevo’s platform, so any downtime may affect your campaigns.

Why we chose Brevo: Brevo is one of the best email marketing services and will provide all the CRM features you need for email marketing. The free WordPress plugin also allows you to instantly sync the customers in your WooCommerce store.

5. Pipedrive CRM

Pipedrive CRM is another sales-driven CRM plugin for businesses. It lets you manage your sales pipeline management using an intuitive interface that gives you quick access to all the information you need.

It is tailored for sales teams and offers functions such as sales reporting, precise activity tracking, advanced contact information, customizable pipelines, sales forecasting, and seamless email integration.

In addition, it offers plenty of integration options, enabling you to link your CRM with your existing services.

You can find the LeadBooster Chatbot by Pipedrive plugin in the WordPress Plugin Directory. It is a chatbot plugin that captures visitors to your WordPress website and turns them from qualified leads into deals in your Pipedrive CRM account.

Pros:

Intuitive interface.
Monitors your sales performance and conversion rates.
Tracks customer communication.
Automate repetitive tasks.
Affordable pricing.

Cons:

Its advanced reporting and automation capabilities are more limited than other CRMs.
Some advanced features have a steep learning curve

Why we chose Pipedrive CRM: Pipedrive CRM is an affordable customer relations solution for sales teams.

6. GreenRope CRM

GreenRope CRM is a multi-purpose CRM designed for teams. It allows your sales and marketing, customer service, and operations departments to all use a single platform when dealing with your customers.

It integrates CRM, email marketing, automation, social media, project management, and more into a single flexible system.

The CRM also offers features that allow you to automate customer communication, prioritize your leads, track deals, and monitor social engagement.

You can find the GreenRope Analytics WordPress CRM plugin in the WordPress Plugin Directory. It lets you track your WordPress site visitors within your GreenRope account.

Pros:

A single tool can meet the needs of your sales, marketing, and support teams.
Additional features include project management, lead scoring, and event management.
It is highly customizable.

Cons:

This tool fills multiple purposes, so it has a learning curve.
It is more expensive than some CRM solutions.

Why we chose GreenRope CRM: GreenRope CRM is a flexible CRM tool that can meet the needs of multiple multiple departments in your business or online store.

7. FluentCRM

FluentCRM is a self-hosted CRM and email automation plugin for WordPress. Unlike many other CRM solutions that store their data in their own cloud services, all FluentCRM data belongs to you and is stored in your WordPress database.

This plugin is easy to set up, and beginners will enjoy its user-friendly dashboard. It lets you track important customer information such as purchase history, form submissions, and their open email rate and click rate.

FluentCRM is compatible with many popular WordPress plugins, including Easy Digital Downloads, MemberPress, and LearnDash.

You can find FluentCRM’s Email Marketing, Newsletter, Email Automation and CRM plugin in the WordPress Plugin Directory. It allows you to sync your contacts, automate emails and create email campaigns, track your website activity, and more.

Pros:

Stores its data in your WordPress database.
Fast performance.
Also offers email automation.
You can get started for free.

Cons:

Paid plans cost more than some other CRMs.

Why we chose FluentCRM: FluentCRM is an easy-to-use WordPress CRM plugin that can also track and automate your email campaigns. All of its data is stored in WordPress, so you don’t have to rely on third-party cloud services.

8. WP-CRM System

WP-CRM System is a free WordPress CRM plugin designed for freelancers and small business owners. It provides basic CRM functionality for WordPress websites, such as managing contacts, tracking communication history, and assigning tasks.

Like FluentCRM, WP-CRM stores all of its data in your WordPress database. This means that you own all of your data and don’t depend on another company to keep your data accessible.

You can also purchase extensions to add new features such as custom fields and integrations.

Pros:

User-friendly and easy to navigate.
Data is stored on your WordPress website, not a third-party cloud service.
The free plugin will meet the needs of many freelancers and small businesses.

Cons:

Limited advanced features.
The cost of paid extensions can add up.

Why we chose WP-CRM System: WP-CRM System is the best free CRM plugin for WordPress. The basic plugin will meet the needs of many small businesses, and you can purchase extensions to add custom fields and integrations as you need them.

What Is the Best WordPress CRM Plugin?

In our expert opinion, we believe that HubSpot is the best WordPress CRM plugin. It’s easy to use, offers the most important features, and the core plugin is free.

On the other hand, if you have a WooCommerce store and need a CRM with eCommerce-focused marketing automation, then you should also look at FunnelKit Automations. It’s powerful, can help you grow your overall sales, and is worth every penny.

However, if you are looking for a completely sales-focused CRM, then we also recommend using Freshsales CRM or Pipedrive CRM because they are sales-driven and can help you automate your sales processes.

FAQs About CRM Plugins for WordPress

Do you still have questions? Here are answers to some of the most common questions we are asked about WordPress CRM plugins.

Is WordPress a CRM or CMS?

WordPress is a CMS, or content management system. It lets you build and manage your website and all its content.

However, WordPress is a very flexible platform that can be used for many purposes.

You can easily install a WordPress plugin to add the features you need to use your website for customer relationship management (CRM).

What is a WordPress CRM plugin?

A WordPress CRM plugin is an add-on that puts customer relationship management functionality directly into a WordPress website. It allows users to manage leads, contacts, and customer interactions within the WordPress dashboard.

Do you need a CRM plugin for your WordPress site?

Whether you need a CRM plugin depends on your business goals and the level of customer relationship management required. If you interact with leads or customers frequently, then a CRM plugin can help organize and streamline these interactions.

What features should you look for in a WordPress CRM plugin?

Important features to look for in a CRM include contact management, lead tracking, email integration, task management, reporting and analytics, customization options, and integration with other tools and platforms.

However, the features you need will vary depending on your specific requirements, the size of your team, the number of customers you need to deal with, and the type of business you are running.

Expert WordPress Guides for Customer Service

Now that you have learned about the best WordPress CRM plugins, you may like to see some of our other guides on customer service:

We hope this tutorial helped you find the best WordPress CRM plugins. You may also want to see our guide on how to increase your blog traffic or our expert picks for the best WordPress help desk plugins for customer support.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post 8 Best WordPress CRM Plugins in 2023 (Compared) first appeared on WPBeginner.

January 18, 2023

How to Create a HubSpot Form in WordPress

Are you looking to add a Hubspot form and add it to your WordPress site?

HubSpot is a popular all-in-one marketing platform designed to help grow your business used by over 113,925 people across the globe. Hubspot also enables you to create engaging forms for your website.

In this article, we will show you how to create a HubSpot in WordPress.

How to Create a HubSpot Form in WordPress

Why Use HubSpot to Create Forms

Hubspot is a marketing and sales platform that helps companies grow. It comes with numerous tools including a customer relationship manager (CRM), a content management system (CMS), built-in email marketing, and lead generation.

They also have a robust WordPress form builder, which seamlessly integrates with WordPress, allowing you to create hassle-free forms.

This form builder is an easy drag-and-drop builder that enables you to create interactive forms without a single line of code, making it one of the best contact form plugins.

Also keep in mind that HubSpot can also easily integrate with other form tools like WPForms, Formidable Forms, and more. With that being said, let’s see how you can create a HubSpot form in WordPress.

Method 1. Creating a HubSpot Form Using The HubSpot Plugin
Method 2. Creating a HubSpot Form Using WPForms

Method 1. Creating a HubSpot Form Using The HubSpot Plugin

You can easily create a HubSpot form for your WordPress website using the HubSpot plugin.

First, you need to install and activate the HubSpot plugin. For more details, see our guide on how to install a WordPress plugin.

Upon activation, the plugin will add a new menu item WordPress admin sidebar. Just click on HubSpot to be taken to the setup wizard where you can create a HubSpot account if you don’t already have one.

If you have an account, you need to click on the ‘Sign in here’ link at the top.

Go to HubSpot from the dashboard and click Sign in here link

This will open up a ‘HubSpot Login’ popup.

Simply type your username and password and then click the ‘Login’ button.

After you’ve logged in, HubSpot will ask if you want to continue with the account you’ve just logged in with.

Simply click the ‘Continue With This Account’ button.

Then you’ll be asked to connect your HubSpot account with your WordPress website.

Just click on the ‘Connect Website’ button.

Once you’ve connected the WordPress website with your HubSpot account, head over to HubSpot » Forms from the WordPress admin dashboard.

This will take you to the ‘Forms’ page. Now, simply click on the ‘Create a Free Form’ button at the top right corner.

Next, you’ll have to select your form type and then click the ‘Next’ button on the top.

For this tutorial, we will be creating an ‘Embedded form.’

After that, you’ll be taken to the HubSpot template library.

Simply choose your preferred template, such as ‘Registration’ or Contact us.’ Then, just click the ‘Start’ button at the top.

Now that you’re on the Form Editor, you can edit the pre-made form template by dragging and dropping fields from the left into the preview at the right.

When you’re done customizing, click the ‘Submit’ button at the top.

This will open up a ‘Review And Publish’ popup.

Simply scroll down and click the ‘Publish’ button.

After you click the ‘Publish’ button, a popup will appear on your screen. As this is an Embedded form, a shortcode will be provided.

Now, just click the ‘Copy’ button beside the shortcode.

You can embed this code on any page where you want to add your HubSpot form. For more information, check out our guide on how to add shortcodes in WordPress.

Method 2. Creating a HubSpot Form Using WPForms

You can also create a HubSpot form using WPForms as this plugin comes with a HubSpot integration addon. WPForms is the most popular drag & drop WordPress form builder with over 5 million active installs.

Note that you need at least a WPForms Elite license to access the HubSpot addon.

The first thing you need to do is install and activate the WPForms plugin. Check out our guide on how to install a WordPress plugin for details.

Upon activation, go to WPForms » Addons from the admin dashboard. This will take you to the ‘WPForms Addons’ page.

Simply locate the HubSpot addon and click the ‘Upgrade Now’ button.

Click Upgrade Now button below HubSpot addon

This will take you to your ‘WPForms Account’ page. Here, simply scroll down to the ‘HubSpot Addon’ and click the download button.

After that, you can install and activate the HubSpot addon the same way that you installed and activated the plugin.

Next, go to WPForms » Settings from the WordPress dashboard. Then, head over to the ‘Integrations’ tab.

Here you will find HubSpot in the list of integrations. Just click the arrow icon to expand the section, and then you can click the ‘Add New Account’ button.

A prompt will open up, asking you to connect with your HubSpot account. Simply type your HubSpot account login credentials.

If you don’t already have an account, then you can create one here.

Next, you’ll be asked if you want to continue with this account.

Simply click the ‘Continue With This Account’ button.

After that, you’ll be shown a popup asking you to connect WPForms with Hubspot.

Click on the ‘Connect App’ button at the bottom of the page.

Click Connect App button to connect WPForms and HubSpot

On your WordPress dashboard, return to the ‘Integrations’ screen.

You should now see ‘Connected’ beside the section for HubSpot.

Now go to WPForms » Add New from the dashboard to create your HubSpot form.

First, select a form template from the WPForms template library.

Select a template for yourself from the WPForms template library

After selecting the template, you’ll be taken to the WPForms interface where you can edit the form template.

Now, click on the ‘Marketing’ option on the menu bar to the left. Simply select ‘HubSpot’ from the list of integrations.

A HubSpot popup will then appear on the screen. Simply click the ‘Add New Connection’ button at the top.

WPForms will now prompt you to enter a connection nickname.

You’re free to choose any name you like, as no one will see this but you. Just click the ‘OK’ button when you’re done.

WPForms will then ask you to select your HubSpot account and choose an action to perform. Simply choose your account from the ‘Select Account’ Field.

Then choose the ‘Create/Update Contact’ option from the ‘Action to Perform’ field.

After selecting this option, various new settings will appear within the form.

Fill in those fields accordingly.

Next, you’re ready to customize your form in the form builder.

Simply create drag and drop fields from the left-hand side into the live preview on the right.

You can add any information that you want to collect and organize in your HubSpot account.

Once satisfied, click the ‘Embed’ button present at the top of the form builder.

This will open the ‘Embed in a Page’ prompt.

If you want to embed your HubSpot form on a new page, click the ‘Create New Page’ option.

To embed a form on an existing page, click the ‘Select Existing Page’ option.

After that, simply choose the right page from the dropdown that appears.

Now click the ‘Let’s Go’ button.

You will automatically be directed to the page that you selected from the dropdown menu. The HubSpot form will already be embedded there.

Simply click the ‘Publish’ button at the top of the content editor to push your new form live.

Click Publish button after embedding the form

That’s it! We hope you learned how to create a HubSpot form in WordPress. You may also want to check out our ultimate guide on SEO for beginners and our expert picks of the best multipurpose themes to create an engaging site.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create a HubSpot Form in WordPress first appeared on WPBeginner.