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Creating a contact form to generate leads and integrating it with HubSpot CRM and WP Mail SMTP involves a few steps. Here’s a step-by-step guide to help you achieve this:
Create a Contact Form
Use a plugin like “Contact Form 7” or “WPForms” to create a contact form on your WordPress site. Goto Dashboard > Plugins > Add New plugin and search for Contact Form 7 plugin and click on Install Now. Once the plugin is installed, click on Activate.
Goto Dashboard > Contact > Add New form with the necessary fields (name, email, message, etc.). Add this information and Click to Save button. Customize the form’s appearance and settings as needed.
Install and Configure WP Mail SMTP Plugin
Install the WP Mail SMTP plugin from the WordPress repository. Goto Dashboard > Plugins > Add New and Search for “WP Mail SMTP” plugin and click on Install Now. Once the plugin is installed, click on Activate.
Goto Dashboard > WP Mail SMTP > Settings and Set up your email provider (e.g., Gmail, SMTP, etc.).
Add this Required SMTP information and Click to Save Setting Button.
After adding this information, So Test your email to ensure it’s working correctly.
Integrate Contact Form with HubSpot CRM:
HubSpot offers various integration options, but for this guide, we’ll use Zapier to connect the contact form to HubSpot.
Sign up or Login for a Hubspot account if you don’t have one.
Login or Sign up via Gmail or Microsoft Account.
Goto Dashboard > Plugins > Add New and Search for “Integration for Contact Form 7 HubSpot” plugin and click on Install Now. Once the plugin is installed, click on Activate.
Then Goto HubSpot > HubSpot Account > Add New Account option click so you have show connectivity option for HubSpot
Add this Information Like Account Name and click to Login with HubSpot button. After connect HubSpot account so click to Save Changes Button,
Now Goto HubSpot Feeds > Add New option click so configuration option show now.
After this all configuration so Click to Save Feed Button. So your changes have been saved successfully.
Testing and Refinement:
Test your contact form to make sure submissions are being sent to both your email (via WP Mail SMTP) and HubSpot CRM. Check HubSpot CRM to verify that leads are being generated correctly. Refine the form and integration settings as needed.
Remember, each plugin and platform may have specific settings and options, so refer to their documentation for more detailed instructions if needed. Additionally, regularly review and maintain your setup to ensure everything continues to work seamlessly.
After submitted contact form for for user side so all information fetch on HubSpot Account.