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.
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.
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.
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.
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.
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.
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.
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.
Are you looking for the best ClickFunnels alternatives?
ClickFunnels is a powerful sales funnel builder you can use to convert website visitors into leads and customers. However, it might not be the best choice for your WordPress site.
In this article, we’ll show you the best ClickFunnels alternatives you can use with WordPress.
Is ClickFunnels Right for Your WordPress Business?
ClickFunnels is website builder software that makes it easy to generate leads, sell products, host webinars, and grow your email list.
While ClickFunnels might simplify the process of building a sales funnel, it can be very expensive and doesn’t offer the same level of flexibility that WordPress provides.
For example, WordPress makes it easy to build a complete online store, create sales funnels, grow your WordPress blog, and more.
That being said, let’s take a look at some of the best ClickFunnels alternatives that you can use to create your own sales funnels using WordPress.
We’ve created a table of contents to make it easier to find the best ClickFunnels alternatives for specific features you need.
Alternatives for Building Landing Pages and Funnels
One of the main features of ClickFunnels is the ability to create high converting sales funnels. Sales funnels lead a user on a path from a visitor to a customer.
The entire process starts with building your own landing page. Some of the most popular landing page solutions include SeedProd, WooFunnels, and Leadpages.
SeedProd is the best alternative to Clickfunnel’s drag and drop landing page builder. It’s the best WordPress landing page plugin in the market used by over 1 million websites.
It lets you easily create landing pages, sales pages, product pages, and more. Plus, you can even create a custom WordPress theme without writing any code.
SeedProd comes with dozens of professional templates that are optimized for higher conversions. Every template can be completely customized with the intuitive drag and drop builder.
WooFunnels is a powerful page builder that lets you create full sales funnels from start to finish. It comes with ready-to-use templates for checkout pages, order forms, opt-in pages, and more.
Besides the page builder, it also includes tools for abandoned cart tracking, automations, customer segmentation, lead capture forms, and even email marketing.
Plus, there are built-in A/B testing and analytics features, so you can make data-driven decisions to optimize your landing pages.
Leadpages is another easy to use page builder that helps you create lead generation pages and landing pages.
It includes a large template library that you can use to quickly create a landing page. Every page template can be fully customized with the drag and drop builder.
Leadpages also has built-in optimization tools and unique lead generation features like popups, alert bars, and more.
Once you collect your leads, you can use the included payment tools to sell your services and products.
Constant Contact is the best email marketing service for small businesses. It’s one of the largest and fastest-growing email marketing services in the world. It lets you easily manage your email list, contacts, and more.
Every account gives you access to unlimited emails, tracking and reporting, a free image library, list segmentation, integration with Facebook ads, and more.
It’s very easy to set up and create your own email newsletters using the drag and drop email creator.
Plus, if you opt for one of the higher Email Plus plans, you’ll get access to even more powerful features like email automation, surveys & polls, and more
Some other great choices for getting started with email marketing include Sendinblue, which offers a basic free plan, and Drip, which is great for more advanced email automations for eCommerce sites.
There are multiple free plans you can choose from in the CRM, Marketing, Sales, and Service hubs. So, if you’re a growing business, then it can be a great cost effective solution.
Plus, the free plan offers support for unlimited users and unlimited contacts.
It offers you a view of your entire sales pipeline, so you can monitor your sales, contact activity, team performance, and more.
If you need to share marketing data with your team or want to automate any other task related to your WordPress site, then Uncanny Automater is a great choice.
Plus, there’s a free version of the plugin you can use to get started, which supports all kinds of WordPress plugins and actions.
It includes a library of over 300 pre-built form templates you can use as a starting point for your lead generation form. Then, you can easily customize the form to match your needs by using the drag and drop builder interface.
WPForms also integrates with many other popular plugins like OptinMonster and SeedProd, to help simplify the lead generation process.
You can even use the free version of the plugin, which lets you create a simple form and connect it with your Constant Contact account.
It lets you simply create high converting popups and email sign up forms that you can use to turn abandoning website visitors into subscribers and customers.
There’s a library of over 400+ templates you can fully customize with the drag and drop editor.
It’s the best tool for creating high converting alert bars, slide-in scroll boxes, spin to win optins, and more.
Plus, you can combine this with the page targeting features to show customized popup messages for different pages on your site, which has been proven to increase conversions.
You can even use OptinMonster to generate leads in other ways. For example, you can use the content locking feature to offer visitors a preview of your content before signing up.
Formidable Forms is an advanced drag and drop form builder with a wide variety of calculator templates that you can use to generate leads.
Calculators are a popular type of lead magnet used by some of the best blogs in the world.
Most calculators will help fill a need, solve a problem, or answer a question for your readers. To get their results, your readers will enter their email addresses.
RafflePress comes with a drag and drop builder you can use to create your campaigns quickly. Plus, it includes a template library to make the giveaway creation process even faster.
There are all kinds of advanced features like social media sharing, success tracking, fraud protection, email verification, giveaway landing pages, and more.
All of this ensures you can run a successful contest or giveaway to help you generate more traffic, leads, and customers.
It’s beginner friendly and comes with all the features you need to create a beautiful and functional digital goods store. It allows you to sell eBooks, PDF files, plugins, and much more.
It also has features to easily manage your records, offer discount codes, view your product and sales data, and more.
It’s very beginner friendly and be used to create membership sites, content paywalls, online courses, sell eBooks and digital downloads, and much more.
Basically, MemberPress makes it simple to restrict access to any kind of premium content on your WordPress website.
It uses a course builder built on top of the WordPress block editor, so it’s easy to add lessons, manage access controls, and more.
It’s built with teachers in mind and lets you easily create online courses with the drag and drop course builder. You can create multi-layer courses with lessons, quizzes, topics, and categories.
Plus, it integrates with popular payment services, forum plugins like bbPress, and even MemberPress, to more easily manage subscriptions.
Alternatives for Website & Store Analytics
ClickFunnels provides users with analytics data to better understand their traffic, conversions, and sales.
With the right WordPress plugin, you can do all of this and more.
ClickFunnels includes affiliate management features that let you create and manage your very own affiliate program. Affiliate marketing is a great way to increase awareness about your business and make money online.
Let’s take a look at the WordPress plugins that offer alternatives to ClickFunnels affiliate management software.
It lets you easily create your own affiliate program and build your network of affiliates to help you sell your products and services.
There’s real-time reporting, integration with popular eCommerce plugins, and more. It includes everything you need to manage your affiliate program within your WordPress dashboard.
Easy Affiliate is another popular all-in-one affiliate program plugin for WordPress. It’s very easy to use and includes many helpful features to track and manage your affiliates.
This solution makes it easy to create your own self-hosted affiliate program, along with real-time reports to track the performance of your affiliates.
It also includes built-in fraud detection and integrates with other popular plugins on this list like MemberPress, WooCommerce, and more.
Bonus: Additional Tools to Improve Sales Funnel Conversions
Beyond the ClickFunnels alternatives highlighted above, there are some additional ways you can improve your sales and conversions.
The following tools will help you make more money from your website and build trust with your visitors.
You can use it to display recent purchases, free trial sign-ups, email newsletter sign-ups, and more. These notification popups are highly effective and won’t detract from the user experience on your site.
TrustPulse can be set up on your website in a few minutes and is proven to increase your conversions by as much as 15%.
It also includes powerful features like smart targeting, which will show your social proof messages to the right people at the right time.
It lets you send targeted messages to your visitors after they leave your site to help bring users back to complete their purchase.
You can use these for product announcements, coupons, abandoned cart reminders, and more.
Push notifications go directly to your user’s web browser or mobile device, which means they have a very high engagement rate.
PushEngage is easy to set up and comes with powerful features to help you optimize your campaigns, including A/B testing, custom triggered campaigns, smart opt-in reminders, and much more.
Are you comparing the best CRM software for small businesses? CRM software helps you manage customer relationships, increase sales, manage leads, and grow your business.
Due to the critical role Customer Relationship Management (CRM) software plays in your business success, it’s extremely important that you properly research the industry and compare the top CRM providers before making your decision.
In this article, we will show you our expert pick of the best CRM software for small businesses. We will compare popular CRM software in terms of features and share the pros and cons to help you choose the best platform.
What is a CRM Software?
CRM software or Customer Relationship Management software is a tool that helps you manage customer data and offer streamlined customer services across your business.
Most businesses need a contact manager to handle contact details of their customers and prospects. In the early stages of most companies, this is typically done manually through spreadsheets or simple contact management tools.
However, these processes become inefficient as your business grows, and if you don’t fix the problem fast enough, then it can lead to significant loss in opportunity / sales.
A CRM software helps solve the problem by storing all aspects of customer relationship into a database and making it easily accessible. It allows your marketing, sales, and customer support teams to have all the data at their fingertips when needed.
CRM software are incredibly useful in increasing sales, building customer relationships, and providing amazing customer services. Your customers get more personalized, more attentive, and highly efficient service.
What to Look for in Your CRM Software?
Since there are so many different CRM software companies out there, it becomes quite overwhelming for small businesses to decide which one is the best CRM for their needs.
Here are some quick tips on choosing the best CRM software for your business:
1. Ease of Use – A recent survey revealed that 67% of businesses put ease of use as the most important feature of their CRM software. You and your team will be using it for several hours every day. If the CRM is not easy to use, then it will not you help achieve your business goals.
2. Cloud and Mobile – In 2008, less than 12% of CRM software ran on the cloud. Today, 87% of CRMs are cloud-based software. It is more secure, faster, and easy to integrate with other apps and services.
Another study by the Nucleus Research revealed that 65% of companies using a mobile-friendly CRM, exceeded their sales targets. This means you want to look for a CRM software that is mobile-friendly.
This makes it convenient for your teams to meet their targets. Your customers get quicker responses and don’t have to wait for hours just to get quick answers.
3. Make a Features List – You need to make a list of features that you need in your CRM software. Don’t worry if you can’t think of all the features right away. This exercise will give you an idea of what would be a good fit for your business.
CRM software are not just an address book of your customers’ contact information. They are useful because they integrate into your marketing, sales, and lead generation.
They help you manage every aspect of a customer’s journey with your business with great detail. You would need to see how you can integrate the specific CRM software with your existing business process and sales activities.
4. Integrations – Many modern CRM software include a ton of features. However, you would still need to get them to work with other apps, like your WordPress site, lead generation software, email marketing service, business email service, social media platforms, and more. Make sure that your CRM software supports those integrations.
For example, if you are running a membership website or online store, then you would need your CRM to integrate with your membership plugin or eCommerce platform.
These are just some very basic requirements that you would want to check. You may also want to consider pricing, the ability to add users and departments, security, GDPR compliance, and more.
That being said, let’s take a look at the top CRM software on the market and how they stack up on these criteria.
HubSpot is the best CRM software for small businesses looking for a cost-effective solution to get started. It offers free plans for their CRM, Marketing, Sales, and Sevice hubs.
The free HubSpot CRM comes with unlimited users and unlimited contacts. It is also free forever.
However, many of the features are limited or unavailable in the free plan. To access the powerful features, you will need to upgrade to one of their paid plans under the Growth Suite.
HubSpot is quite easy to use, and you can connect marketing, sales, and service hubs to your CRM software. This provides you a wide range of tools to efficiently manage the customer journey.
With an easy user interface, you get a bird’s eye view of your entire sales pipeline on your dashboard. You can view detailed reports, all contact activity, sales activities, and user/team performance.
HubSpot offers a comprehensive set of features including a mobile app for iPhone and Android, contact manager, email templates, real-time notifications, phone calls, email tracking, scheduling, and more.
Integrations are crucial for CRM software. HubSpot integrates with more than 300 apps and services including WordPress, top email marketing companies, lead generation software like OptinMonster, and many more.
Pricing: HubSpot offers core CRM platform for free. For more features, you can upgrade to their paid plans for Marketing, Sales, and Services hubs or upgrade to Growth Suite, which starts from $113 / month and includes 1 user ($38 per month for each additional user).
Constant Contact is a popular email marketing and CRM software. It allows you to easily store contacts, manage customer information, send emails, and track customer activity from your dashboard.
It is extremely easy to use with simple reports, detailed activity logs for each contact, and powerful drag and drop tools to send out emails. You can schedule emails, create sales funnels, and have easy marketing automation for beginners.
Constant Contact has a huge marketplace of integrations available for third-party apps. Many of the popular services and tools that you are already using like WPForms can be instantly connected to Constant Contact.
For eCommerce stores, Constant Contact offers integrations with all top eCommerce platforms. It includes eCommerce tools which help you capture, engage, and convert leads into paying customers.
Pricing: Their pricing is based on the number of contacts and starts from $20 per month. However, if you want to add team members then you will need their Plus plan which starts at $45 per month.
WPBeginner users get a free 60 day trial, and you can also get a 20% off if you use our Constant Contact coupon code.
PipeDrive is a sales driven CRM software for businesses. It offers a complete sales pipeline management with an intuitive user interface that gives you quick access to all the information you need.
Designed for sales teams, it includes features like sales reporting, sales forecasting, detailed activity log, advanced contact details, email integrations, and customizable pipelines.
It has a growing selection of integration apps allowing you to connect your CRM system to other services you already use. It also has mobile apps for iOS and Android allowing you to stay connected and get things done.
Pricing: Their plans start from $12.50 per user per month billed annually.
Freshsales is another popular CRM software suitable for businesses of all sizes. It features a sales-oriented approach with tools to maximize your conversions.
They offer a one-stop dashboard that gives you instant access to reports, activities, phone calls, emails, users, and contact management. It has an intuitive web based interface and has powerful mobile apps to help your teams make sales on the go.
Freshsales uses AI-powered lead scoring which helps you prioritize leads more likely to convert. Other notable features include visual sales pipelines, actionable insights into conversations, event tracking, custom workflows, and more.
It has native integrations available for some of the most popular third-party services. Several more integrations are available as third-party apps. However, the number of integrations is a bit limited at the moment.
Pricing: Plans start from $12 per month per user billed annually.
Drip is another popular eCommerce CRM software designed to increase sales. Featuring an intuitive user interface, it is incredibly easy to use yet extremely powerful.
It is loaded with features including marketing automation, advanced contact management, actionable reports, email campaigns, one-on-one conversations, eCommerce user tracking, and more.
Drip comes with native integrations for all top third-party services. This includes email services, lead generation software, SMS services, WooCommerce, Shopify, and many more. It offers workflows to generate leads from Facebook and Instagram which helps you get tapped into their massive user base.
Pricing: Drip’s plans start from $49 / month for up to 2500 contacts.
Streak is a CRM software for Gmail and works with both free Gmail accounts as well as G Suite. It allows you to track customer emails in Gmail, manage contacts, track leads, and manage sales pipelines.
It automatically captures leads from your contacts, allows you to add tasks and reminders, add tags and notes, create custom pipelines, schedule emails, and so much more.
It comes as a browser add-on as well as mobile app for Android and iOS. It supports third-party integrations through Gmail and Zapier, this gives you access to share data across multiple tools and services.
Pricing: They offer a limited free plan for personal use. Their paid plans start from $49 per user per month billed annually.
AgileCRM is a powerful all-in-one CRM software. It packs contact management, sales, marketing and customer service in one convenient dashboard.
It offers sales tools with 360 degree contact view, detailed reports, timeline, calendar, events, project management, deals, and gamification for your sales team. You get access to quick reports that you can drill down to keep track of everything that is happening across your business.
AgileCRM includes marketing tools to generate and capture leads, send out emails, newsletters, landing pages, forms, and social media marketing tools.
Pricing: AgileCRM offers a limited free plan. Their paid plans start from $9.99 per user per month billed annually or $8.99 per user billed for 2-years.
Which is the Best CRM Software for Small Business?
As we mentioned earlier that you’ll have to compare CRM tools based on your businesses requirements and goals.
Based on the criteria we defined earlier, we believe that HubSpot is the best CRM software for small businesses. It is easy to use and offers a comprehensive set of features. They offer a free plan which is good enough for small businesses to get started.
If email is the primary source of leads and sales for your business, then Constant Contact is the best option. It offers an easy to use contact management tool that you can effectively use to boost sales and manage customer relations. Their pricing is very friendly for small businesses.
If you’re looking for a completely sales focused CRM, then we recommend using either PipeDrive or FreshSales because they’re both sales-driven CRM, and they will help you improve your sales processes.
If you’re an eCommerce brand, and you need a CRM that comes with eCommerce focused marketing automation, then look no further than Drip. It is extremely powerful and worth every single penny because it’ll definitely help you grow your overall sales.
