Creating and Customizing Record Forms in HubSpot

Basic Form Configuration

Accessing Form Settings

1. Navigate to Settings (gear icon)
2. Go to Objects in the left sidebar
3. Select your desired object
4. Click "Customize the 'Create [object]' form"

Essential Form Elements

1. Properties
   • Add or remove property fields
   • Reorder properties using drag handles
   • Default properties remain at top
   • Some properties cannot be removed (e.g., First name, Last name, Email for contacts)
2. Associations
   • Available in Starter, Professional, or Enterprise
   • Link records to other objects
   • Set primary associations
   • Add association labels

Form Customization Options

Required Fields Setup

Available for Starter, Professional, and Enterprise:

• Make properties mandatory
• Require associations
• Set required association labels
• Force specific label selection

Subscription-Based Features

1. Starter, Professional, Enterprise:
   • Required fields for contacts, companies, deals, tickets
   • Association requirements
   • Basic customization options
2. Marketing Hub Professional/Enterprise:
   • Campaign property requirements
   • Advanced customization features
3. Enterprise:
   • Custom object requirements
   • Advanced conditional logic
   • Enhanced customization options

Conditional Logic (Professional and Enterprise)

1. Setup Options:
   • Show/hide fields based on selections
   • Make fields required conditionally
   • Create dynamic form flows
2. Configuration Steps:
   • Select controlling property
   • Choose trigger values
   • Set dependent properties
   • Define required conditions

Important Limitations

Property Restrictions

1. Unsupported Properties:
   • Score properties
   • Calculation properties
   • Certain system properties
2. Association Limitations:
   • Single company association during creation
   • Mobile app restrictions for required associations
   • Conditional logic not supported in mobile app

Best Practices

1. Organize Efficiently:
   • Group related fields together
   • Place most important fields at top
   • Use logical field ordering
   • Keep forms concise
2. User Experience:
   • Make only essential fields required
   • Use clear field labels
   • Implement helpful conditional logic
   • Consider mobile users

Implementation Tips

1. Before Setup:
   • Plan your form structure
   • Identify required fields
   • Consider user workflow
   • Test with sample data
2. During Configuration:
   • Test conditional logic
   • Verify required fields
   • Check mobile compatibility
   • Document your settings
3. After Launch:
   • Monitor user feedback
   • Check for bottlenecks
   • Adjust as needed
   • Regular form reviews

Troubleshooting Common Issues

Form Behavior

• Required fields not saving
• Conditional logic not triggering
• Association issues
• Mobile app limitations

Solutions

1. Check Settings:
   • Verify permissions
   • Review conditional logic setup
   • Confirm property configurations
2. Common Fixes:
   • Clear cache and refresh
   • Update property settings
   • Review association rules
   • Check for conflicts