How to Get More Leads Using HubSpot (2024 Step-by-Step Guide)

HubSpot is a powerful CRM platform that helps businesses generate leads, streamline marketing efforts, and manage customer relationships. Whether you’re running marketing campaigns, sales outreach, or customer support, HubSpot offers all the tools you need to gather and nurture leads effectively.

In this guide, we’ll show you how to use HubSpot to create forms, landing pages, and email marketing campaigns to get more leads for your business.

Why Use HubSpot for Lead Generation?

Lead generation is the process of attracting and converting prospects into potential customers. HubSpot provides a comprehensive suite of tools to help you capture, organize, and nurture leads. Here’s why HubSpot is an excellent choice:

• Ease of Use: HubSpot’s user-friendly interface makes it accessible for beginners and experts.
• All-in-One Platform: From forms to landing pages and email marketing, HubSpot integrates all the tools you need.
• Automation Capabilities: HubSpot lets you automate many aspects of your lead generation efforts, saving time and increasing efficiency.

Now, let’s get into the steps to get more leads using HubSpot.

Get Started with HubSpot

 

Step 1: Create a Form to Collect Leads

Forms are one of the easiest ways to gather information from potential leads. With HubSpot, you can create forms embedded on your website, landing pages, or standalone forms.

How to Create a Form in HubSpot:

1. Log in to HubSpot: Go to your dashboard and click on the Marketing tab.
2. Navigate to Forms: Under Lead Capture, select Forms.
3. Create a New Form: Click Create Form and choose either a Standalone or Embedded Form.
4. Customize the Form: Add the fields you want to collect (name, email, phone number, etc.). You can also use drop-down menus, checkboxes, and other field types.
5. Set Up Notifications: Choose who will receive notifications when submitting a form.

Example Fields to Include:

• First Name and Last Name: Essential for personalizing future interactions.
• Email Address: The most important piece of information to continue engagement.
• Phone Number: Optional but useful for future follow-up.

Once your form is created, HubSpot will give you an embed code to place on your website or share directly with potential leads.

 

Step 2: Create a Landing Page

A landing page is a standalone web page designed specifically to capture leads. It typically includes a clear call-to-action (CTA) to convert visitors into leads. HubSpot’s landing page builder is a powerful tool that lets you create professional landing pages without needing coding skills.

How to Build a Landing Page in HubSpot:

1. Go to Landing Pages: In your HubSpot dashboard, click on the Marketing tab, and under Website, choose Landing Pages.
2. Create a New Page: Click Create Landing Page, choose from HubSpot’s pre-designed templates, or start from scratch.
3. Customize the Layout: Edit the layout, colors, and fonts to match your branding. Add a compelling headline, subheadline, and description.
4. Add a Form: Embed the form you created earlier to capture leads directly from the landing page.
5. Include a CTA: Your CTA should encourage visitors to take action, such as signing up for a newsletter or downloading a free guide.
6. Optimize for Mobile: Many visitors may be browsing on their phones, so make sure your landing page looks good on mobile devices.

Best Practices for Landing Pages:

• Keep It Simple: Avoid distractions by keeping your design clean and focused on the lead-capturing goal.
• Highlight Benefits: Clearly state what the visitor gets by filling out the form (e.g., a free ebook, discount, or exclusive access).
• Strong Visuals: Use eye-catching images or videos to engage visitors.

Once your landing page is ready, publish it and share it on social media, in emails, or through ads to start capturing leads.

 

Step 3: Create an Email Marketing Campaign

After collecting leads through your forms and landing pages, it’s time to nurture them with an email marketing campaign. HubSpot’s email marketing tool allows you to send targeted, personalized emails to leads to build relationships and move them through your sales funnel.

How to Create an Email Campaign in HubSpot:

1. Go to Email: In the HubSpot dashboard, click on Marketing, and under Email, select Create Email.
2. Choose a Template: Pick from various pre-designed email templates or design your own from scratch.
3. Personalize Your Email: Add your subject line and body content, and personalize the email with dynamic content like the lead’s first name.
4. Add a CTA: Include a call-to-action in the email, such as booking a consultation, downloading a guide, or visiting a product page.
5. Segment Your Audience: HubSpot allows you to segment your leads based on their activity, interests, or demographics. This lets you send more targeted and relevant emails.
6. Test and Send: Use HubSpot’s A/B testing feature to test different subject lines or email designs before sending.

Types of Email Campaigns:

• Welcome Emails: Email new leads introducing them to your business.
• Nurture Emails: Send educational emails to provide value and build trust with leads.
• Promotional Emails: Announce special offers, discounts, or new products.

Track Your Results:

HubSpot’s email tool lets you track open rates, click-through rates, and conversions. This lets you see which emails perform best and adjust your strategy as needed.

 

Step 4: Automate Lead Nurturing with Workflows

One of HubSpot’s most powerful features is automation. You can create workflows that automatically nurture leads over time, ensuring no lead is forgotten or missed.

How to Set Up a Workflow:

1. Go to Workflows: In the HubSpot dashboard, click on Automation, then Workflows.
2. Create a New Workflow: You can start from scratch or use one of HubSpot’s pre-built workflow templates.
3. Set Triggers: Define the conditions that will trigger the workflow. For example, when a lead fills out a form, it can trigger a series of emails.
4. Add Actions: Actions could include sending follow-up emails, assigning tasks to sales reps, or updating lead information.
5. Review and Activate: Once your workflow is set up, review it to ensure everything is correct, then activate it.

Workflows allow you to follow up with leads automatically, saving time and increasing the chances of converting leads into customers.

 

Step 5: Use HubSpot Analytics to Improve Your Lead Generation

HubSpot’s analytics tools help you track the performance of your forms, landing pages, and email campaigns. Analyzing these metrics allows you to make data-driven decisions to improve your lead-generation efforts.

Key Metrics to Track:

• Conversion Rate: The percentage of visitors who become leads by filling out a form.
• Email Open Rate: How many recipients open your emails?
• Click-Through Rate (CTR): The percentage of email recipients who click on a link within your email.
• Bounce Rate: How many visitors leave your landing page without taking any action.

By understanding these metrics, you can identify what’s working and needs improvement. For example, if your landing page has a high bounce rate, you may need to simplify the design or adjust your messaging.

 

Step 6: Learn More with HubSpot Academy

If you’re new to HubSpot or want to sharpen your skills, the HubSpot Academy is a free resource that provides courses and certifications on using HubSpot tools. With expert guidance, you can learn how to optimize your lead generation efforts, improve your marketing strategies, and grow your business.

How to Access HubSpot Academy:

1. Log in to HubSpot and click on Academy at the top of your dashboard.
2. Browse Courses: Choose from various courses, including topics on lead generation, content marketing, and email marketing.
3. Get Certified: After completing a course, you can earn a certification to showcase your new skills.

HubSpot Academy is a great way to deepen your understanding of the platform and ensure you get the most out of its features.

 

Conclusion

Generating more leads with HubSpot is simple when you use the right tools. By creating forms, building optimized landing pages, and running targeted email campaigns, you can attract and nurture leads more effectively. And with HubSpot’s automation and analytics tools, you can refine your lead generation strategy over time.

Start by setting up your first form and landing page, and watch as your lead database grows. HubSpot makes managing every stage of the customer journey easy, helping you turn leads into loyal customers.