HubSpot Forms & Website Lead Capture Setup

Service Scope

HubSpot Forms & Website Lead Capture Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, one website, and up to three lead-capture forms.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Plan the Lead Capture Flow

We review the website placement, form purpose, required CRM properties, subscription language supplied by the client, thank-you behavior, and the intended post-submission action.

• Form purpose and page placement
• Required contact properties
• Subscription options
• Thank-you behavior
• Post-submission action

Build and Connect the Forms

We create or configure up to three HubSpot forms, map up to fifteen approved properties, and provide the supported embed or placement configuration for the client website.

• Up to 3 HubSpot forms
• Up to 15 approved fields or properties
• Basic brand styling
• Subscription field configuration when supplied
• Embed or website placement support

Testing and Validation

We submit representative tests through each form and confirm contact creation or update, property mapping, subscription behavior, and the configured follow-up action.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• Up to 3 HubSpot forms
• Up to 15 approved properties
• Basic styling to match supplied brand direction
• Subscription field setup where applicable
• Website embed or placement support
• Representative test submissions
• Lead-capture implementation summary

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Access to the website or cooperation from the website administrator
• Final form fields, labels, and client-approved consent language
• Destination page or thank-you instructions

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Full landing-page design
• Custom application development
• Advanced JavaScript form logic
• Original legal consent language
• Large-scale website redesign
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue