Learn how to create multi-step forms in HubSpot with this tutorial. Multi-step forms are an excellent way to break down lengthy processes into bite-sized chunks, maintaining user engagement and increasing form completion rates. In this video, we explore three proven methods to build multi-step forms in HubSpot.
Multi-step forms can significantly enhance your buyer journey, especially for complex scenarios like project scoping questionnaires, service configurations, or detailed consulting bookings. By using progress indicators and visual guidance, you can transform overwhelming forms into manageable steps that users are more likely to complete.
We'll cover three approaches to creating multi-step forms in HubSpot:
- Using HubSpot's built-in form editor
- Custom development solutions for advanced functionality
- Third-party integrations like TypeForm, SurveyMonkey, and FormStack
You'll learn the pros and cons of each method and get practical advice on choosing the right approach based on your specific requirements, budget, and timeline.
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0:00 - Introduction to multi-step forms
0:30 - When to use multi-step forms
2:43 - Method 1 - HubSpot form editor
8:30 - Method 2 - custom development
14:21 - Method 3 - Third-party integration
16:01 - Choosing the right method for your needs
17:21 - Outro
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