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How to Create Multi-Step Form in Hubspot

Sany_Mochi
Member

Hello Community,

We are going to use Hubspot in one of our projects. but before going to use we have a few questions here can you please help us with this?

1. We would like to create a multi-step custom form in Hubspot. So is there any option to create this? If yes then please share the document for the same.

2. Can we sync the Shopify (https://www.shopify.in/) product in the Hubspot custom form?

 

Thanks

0 Upvotes
2 Accepted solutions
Jnix284
Solution
HubSpot Employee
HubSpot Employee

Hi @Sany_Mochi ,

 

There was a similar conversation about multi-step forms and the answer still holds true, it is not currently possible to create a multi-step form in HubSpot natively. You can set something up with multiple forms as suggested previously, or you can look at an integration like TypeForm, which is a more interactive form type.

 

I am not as familiar with the shopify integration, so hopefully someone else can share insights there!


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


Jennifer Nixon

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @Sany_Mochi,

 

Good news, this is now possible in HubSpot and in public beta!

 


Forms

Multi-Step Forms

August 6, 2024
 

What is it?

Multi-Step Forms tackles the problem of form abandonment by breaking down longer forms into manageable parts, providing visitors with a sense of accomplishment and encouraging completion.

 

Why does it matter?

Website visitors are more likely to complete shorter segments of a form than a long, daunting single page. This incremental approach can significantly improve conversion rates.

 

karstenkoehler_2-1723005389356.png

 

How does it work?

You will be able to create forms with a single step, add a step, remove a step.

 

 
karstenkoehler_3-1723005396357.png

 

And move fields and moved contents between steps.

Who gets it?

Content Enterprise, Marketing Starter, Marketing Pro, Marketing Enterprise, Marketing+ Pro, Marketing+ Enterprise, Sales Starter, Sales Pro, Sales Enterprise, Service Starter, Service Pro, Service Enterprise

 

Learn More:

Learn more on the Knowledge Base

You can find the beta here:

 

karstenkoehler_4-1723005475280.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

10 Replies 10
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @Sany_Mochi,

 

Good news, this is now possible in HubSpot and in public beta!

 


Forms

Multi-Step Forms

August 6, 2024
 

What is it?

Multi-Step Forms tackles the problem of form abandonment by breaking down longer forms into manageable parts, providing visitors with a sense of accomplishment and encouraging completion.

 

Why does it matter?

Website visitors are more likely to complete shorter segments of a form than a long, daunting single page. This incremental approach can significantly improve conversion rates.

 

karstenkoehler_2-1723005389356.png

 

How does it work?

You will be able to create forms with a single step, add a step, remove a step.

 

 
karstenkoehler_3-1723005396357.png

 

And move fields and moved contents between steps.

Who gets it?

Content Enterprise, Marketing Starter, Marketing Pro, Marketing Enterprise, Marketing+ Pro, Marketing+ Enterprise, Sales Starter, Sales Pro, Sales Enterprise, Service Starter, Service Pro, Service Enterprise

 

Learn More:

Learn more on the Knowledge Base

You can find the beta here:

 

karstenkoehler_4-1723005475280.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Issamadi
Participant

I don't have access to the multi steps form in hubspot. When I make the request, it doesn't show me anything. How can I get it?Opera Instantané_2024-11-12_082207_app.hubspot.com.png

0 Upvotes
karanjalendere
Member

https://formmaker.co.in/ allows you to create advanced multi-step forms for HubSpot. Watch this video to learn more: https://www.youtube.com/watch?v=s1fDvrcNJks

0 Upvotes
Jnix284
HubSpot Employee
HubSpot Employee

@karanjalendere very cool, did you create this?


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


Jennifer Nixon
0 Upvotes
karanjalendere
Member

yes @Jnix284 

Jnix284
Solution
HubSpot Employee
HubSpot Employee

Hi @Sany_Mochi ,

 

There was a similar conversation about multi-step forms and the answer still holds true, it is not currently possible to create a multi-step form in HubSpot natively. You can set something up with multiple forms as suggested previously, or you can look at an integration like TypeForm, which is a more interactive form type.

 

I am not as familiar with the shopify integration, so hopefully someone else can share insights there!


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


Jennifer Nixon
Sany_Mochi
Member

Thank you for the quick response.

Someone can help with Shopify Integration?
Can we sync the Shopify (https://www.shopify.in/) product in the Hubspot custom form?

0 Upvotes
Jnix284
HubSpot Employee
HubSpot Employee

@Sany_Mochi 

This is the Shopify HubSpot Integration overview, perhaps it will help understand what you can do with your Shopify data.


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


Jennifer Nixon
Sany_Mochi
Member

@Jnix284 
Thank you. But I am not able to open this Link. It's showing me you don't have access.

0 Upvotes
Jnix284
HubSpot Employee
HubSpot Employee

Sorry, I forgot app marketplace links have portal IDs in them, you will need to change my portal ID below to yours (21133407):

 

https://app.hubspot.com/ecosystem/21133407/marketplace/apps/marketing/ecommerce/shopify


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


Jennifer Nixon