How to Capture Leads in HubSpot CRM from a Website Form: Complete Step-by-Step Guide (2026)
Introduction
If you're a digital marketer, business owner, or sales professional who's tired of manually tracking leads coming in from your website or landing page, this article is for you. In this guide, we'll walk through, step by step, how to set up a free HubSpot CRM account and how to automatically push leads from your website's Elementor form (or any other non-HubSpot form) straight into HubSpot CRM.
This guide is aimed at beginners who want to learn CRM automation, lead management, and marketing tools through a practical, hands-on approach.
Why Choose HubSpot CRM?
There are plenty of CRM tools on the market, but here's why HubSpot is a great choice to start with:
- It's an industry-standard CRM used by millions of businesses worldwide.
- Even the free plan comes packed with advanced sales, marketing, and service features.
- Contacts, companies, deals, tickets, and tasks can all be managed from a single dashboard.
- Built-in tools for email marketing, social ads integration, and automation.
- A clean, beginner-friendly interface that's easy to navigate.
Step 1: Creating a Free HubSpot CRM Account
Setting up a HubSpot account is quick and simple. Follow these steps:
- Go to HubSpot's official website and select "Get Free CRM."
- Sign up with your email and enter your basic details.
- HubSpot will ask a few business-related questions, such as:
- What problem are you trying to solve?
- What industry are you in (e.g., Marketing & Advertising)?
- What's your role (Owner, Manager, etc.)?
- Your company name and website URL.
- How many employees work at your company.
- Select your data hosting location (e.g., US).
- Click Create Account.
After account creation, HubSpot may ask a few additional preference questions — like whether you've used a CRM before, and which starter template you'd like (e.g., a Sales Pipeline template). You can safely skip most of these steps at the start, since they can all be customized later.
Understanding the HubSpot CRM Dashboard
Once your account is set up, you'll land on the HubSpot dashboard. On the left sidebar, you'll find the main features:
- CRM Section – Access Contacts, Companies, Deals, Tickets, and Tasks.
- Marketing Section – Manage campaigns, email marketing, and social ads (some of these are included only in paid subscription tiers).
- Reporting & Automation – Build data-based reports and automated workflows.
Note: Older tutorials might show these features in the top navigation bar, but in the latest HubSpot interface, everything has moved to the left sidebar.
Step 2: Connecting Your Website Form to HubSpot
Now comes the most important part — getting your website's form data to actually flow into HubSpot CRM.
Two Types of Forms in HubSpot
HubSpot categorizes forms into two types:
-
HubSpot Native Forms: These are forms built directly inside the HubSpot platform and then embedded on your website. No extra setup is needed — lead data goes straight into the CRM.
-
Non-HubSpot Forms: If you're using Elementor Forms, Contact Form 7, WPForms, or any other form builder, these fall under non-HubSpot forms. To get data from these forms into HubSpot, you need a "mediator" — and that's exactly what HubSpot's official WordPress plugin does.
If Your Website Is on WordPress
- Go to your WordPress website's backend > Plugins section.
- Install and activate the official HubSpot plugin.
- Once activated, it will walk you through a basic integration setup:
- Continue with your HubSpot account.
- Select your website/domain.
- Confirm the account connection.
- You can safely skip the extra steps that follow (like tool setup, academy lessons, team invites) for now.
The most important setting to check: look for an option called "Sync All Forms on Your Website to HubSpot." Make sure this option is enabled (ticked) — only then will all non-HubSpot forms on your WordPress site automatically sync their data to HubSpot CRM.
If Your Website Is NOT on WordPress
No worries if you're not using WordPress. HubSpot provides an alternative method:
- In your HubSpot account, search for "Tracking Code."
- You'll get a unique tracking code.
- Paste this tracking code into the backend code of any website or landing page.
- Once added, form submissions on that website will also start pushing data into HubSpot CRM.
Step 3: Enabling Form Sync Inside HubSpot CRM
After setting up the plugin, go back to your HubSpot dashboard:
- Navigate to CRM > Forms.
- Select "Collect Data from Website Forms."
- You'll see a list of non-HubSpot forms — confirm this option is set to "On."
- There's no need to change any default settings here.
Once this is done, whenever someone fills out a form on your website, their information will automatically show up under the Contacts section in HubSpot CRM.
Step 4: Live Testing — Verify Your Lead Capture
After completing the setup, it's crucial to test it:
- Open your landing page (the one with the Elementor form).
- Fill in some test data — Name, Phone Number, and Email.
- Submit the form.
- Go back to your HubSpot CRM dashboard and refresh the Contacts section.
- You should see a new contact appear, containing all the information you entered in the form.
This immediately confirms your integration is working correctly.
Understanding Contact Properties and Lead Details
In HubSpot, every contact comes with a bunch of properties (fields) attached to it, such as:
- Name, Phone Number, Email, Address
- Business-related fields like Annual Revenue, Budget, City
- Lead Status and Lead Source (i.e., where the lead came from)
To view these, click on a contact and go to Actions > View All Properties. Here you'll find the complete data, organized into categories like Contact Activity and Text Information.
Contact-Level Activity Tracking
HubSpot also tracks each contact's website activity:
- When the user viewed a page
- When they submitted a form
- Which page/form the lead came from
This is a basic but incredibly useful analytics layer that helps sales teams understand exactly where and how a lead came in.
Tracking Lead Source with UTM Parameters
UTM parameters are essential for understanding how effective your marketing campaigns really are. Whenever a lead comes in through a UTM-tagged landing page URL, HubSpot automatically captures these details:
- Page URL
- UTM Source
- Conversion Information
- Web Analytics History
You'll find this data under the Conversion Information and Web Analytics History sections, which let you see exactly which traffic source is generating the most leads.
Quick Recap: The Whole Process at a Glance
| Step | Action |
|---|---|
| 1 | Create a free HubSpot CRM account |
| 2 | Install the WordPress plugin (or use the tracking code) |
| 3 | Enable the "Sync All Forms" option |
| 4 | Turn on "Collect Data from Website Forms" in HubSpot CRM |
| 5 | Test your landing page form |
| 6 | Verify the lead in HubSpot Contacts |
| 7 | Analyze lead source using UTM parameters and properties |
Conclusion
In this guide, we learned how a simple WordPress/Elementor form can automatically feed leads into HubSpot CRM without any manual effort. This process not only saves time but also gives sales and marketing teams real-time lead data, improving both follow-up speed and conversion rates.
If you're looking to learn CRM automation, this is the first and most essential step. Future parts of this series will cover different CRM tools and more advanced automation techniques.
Frequently Asked Questions (FAQ)
Q1: Can HubSpot CRM be used for free? Yes, HubSpot's free CRM plan is feature-rich and works great for small businesses.
Q2: Do I need a WordPress website to use this? No — if your website isn't built on WordPress, you can still connect your forms using HubSpot's tracking code method.
Q3: How does data from an Elementor form get into HubSpot? HubSpot's official plugin acts as a mediator, automatically pushing data from non-HubSpot forms (like Elementor) into HubSpot CRM.
Q4: Is lead source and UTM data tracked automatically? Yes, HubSpot automatically captures UTM parameters, page URLs, and conversion history details for every lead.
