Learn how to embed a form into a HubSpot quote template to streamline data collection and improve client interactions.
Integrating forms into your HubSpot quotes can enhance data collection and streamline client interactions. By embedding forms directly within quotes, you can gather essential information from clients efficiently. This guide provides a step-by-step process to add forms to your HubSpot quotes, ensuring a seamless experience for both your team and clients.
Steps to Add a Form to a HubSpot Quote
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Create the Desired Form in HubSpot:
- Navigate to your HubSpot account.
- Go to the "Marketing" tab and select "Forms."
- Click on "Create form" and choose the form type that suits your needs (e.g., standalone, embedded).
- Design your form by adding the necessary fields to capture the required information.
- Once completed, save the form and note its embed code or shareable link.
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Access the Quote Template Editor:
- In your HubSpot account, navigate to the "Sales" tab and select "Quotes."
- Choose the quote template you wish to modify or create a new one.
- Enter the template editor to make changes.
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Embed the Form into the Quote Template:
- Within the quote template editor, identify the section where you want the form to appear.
- Switch to the HTML view of the template.
- Paste the embed code of the form into the desired location within the HTML code.
- If you're using a shareable link instead of an embed code, you can add a hyperlink text or button directing clients to the form.
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Save and Test the Updated Quote Template:
- After embedding the form, save the changes to the quote template.
- Generate a test quote using the updated template to ensure the form appears correctly and functions as intended.
- Verify that the form captures and records data accurately when submitted.
Best Practices
- Clear Instructions: Within the quote, provide clear instructions or context about the form to guide clients on its purpose and the importance of completing it.
- Responsive Design: Ensure that the embedded form is mobile-friendly and displays correctly across various devices and screen sizes.
- Data Privacy: Inform clients about how their data will be used and ensure compliance with relevant data protection regulations.
By following these steps, you can effectively integrate forms into your HubSpot quotes, enhancing the data collection process and improving client engagement.