Connect Real Estate Forms to HubSpot CRM: A Simple Guide
How do I connect real estate forms to my CRM (HubSpot)?
What are my connection options?
- Use native HubSpot Forms (fastest, no code).
- Connect external website forms via HubSpot Form Submissions (form handlers/API).
- Use no-code connectors or plugins (e.g., WordPress form plugins, Zapier/Make).
- Add an interactive form or quiz to qualify prospects for lead generation.
Step-by-step: Native HubSpot Forms
- Create properties: add fields you need (budget, beds/baths, preferred neighborhoods, move-in timeline, property address/MLS ID).
- Build the form: Marketing > Lead Capture > Forms. Add hidden fields for UTM source, listing ID, or campaign.
- Set options: lifecycle stage = Lead, assign owner by rules, add consent checkboxes (it’s advisable to align with your compliance policy).
- Embed: install the HubSpot tracking code on your site and embed the form, or use a pop-up form.
- Automate: trigger workflows to route leads to agents by zip code or price range, create tasks, and send confirmations.
Step-by-step: External Forms
Pick a method:
- HubSpot form handlers/API: post submissions with email, name, and your custom fields; include the hubspotutk cookie to preserve attribution.
- Plugins/connectors: map each form field to a HubSpot property; set deduplication by email/phone.
Test: submit a sample lead, confirm the contact, lists, and workflows update correctly.
Real-estate best practices
- Use an interactive form or a short quiz (e.g., “Find your buying timeline” or “Which neighborhood fits you?”) as a quiz for lead generation; this is effective quiz marketing.
- Capture intent signals: “Request a tour,” “Get pre-approved,” “Schedule valuation.” Auto-create deals when intent is high.
- Track UTMs and listing IDs; progressive fields help you avoid long forms.
- Marketers are recommended to use online surveys post-showing for agent feedback loops.
Troubleshooting
- No contact created: verify portal ID, form GUID, required fields, and tracking code.
- Duplicates: review dedup rules and normalize phone formats.
- Missing attribution: ensure the tracking code loads and pass hubspotutk.
Conclusion
Define properties, choose your connection method, map fields carefully, then automate routing and follow-up. Test end to end, iterate weekly, and you’ll turn form traffic into consistent, high-quality lead generation in HubSpot.
