Inbound Marketing
Marketing

Email Marketing With HubSpot + Forms & CTAs: The Three Tools That Actually Convert

Most marketing teams are chasing every new HubSpot feature while ignoring the ones that always have generated revenue.

This results in expensive monthly subscriptions with below-average lead generation. Today we're fixing that by focusing on what works: email marketing, forms, and CTAs.

This video is part of our FREE Marketing Hub Masterclass — an 8-chapter series designed to take you from zero to Marketing Hub master. Subscribe to our YouTube channel so you don’t miss a single episode!

Why Most HubSpot Users Never See Real ROI

Marketing teams get distracted by HubSpot's hundreds of features. They build workflows for workflows, create reports about reports, and wonder why their lead quality hasn't improved.

The fix is counterintuitive: use fewer tools, not more. Three core features handle 80% of your lead generation needs. Master these first, then expand. And if you need HubSpot support, focus on getting help with these fundamentals rather than chasing every new feature release.

The Three Tools That Actually Generate Leads

1. Email Marketing: Your Revenue Generator

Companies make $36 for every $1 they spend on email marketing. But most businesses are terrible at it because they overthink the process.

The Three Email Types You Need:

Regular Emails are one-time broadcasts. Product launches, sale announcements, company updates. Pick your list, schedule it, and send it.

Automated Emails work while you sleep. Set up a sequence once, and it nurtures leads for months. Someone downloads your pricing guide? They automatically get five emails over two weeks.

Blog/RSS Emails require zero ongoing work. Every new blog post automatically triggers an email to subscribers.

What Actually Increases Opens and Clicks:

  • Sender names: "Marketing Team" gets ignored. "John from TechCorp" gets opened.
  • Preview text: Those 35-50 characters after your subject line increase opens by 8-30%. Most businesses leave them blank.
  • Time zone sending: HubSpot can send emails based on each contact's time zone. Use it.

Compliance Requirements You Can't Ignore

CAN-SPAM violations cost $43,792 per email. And while HubSpot handles most compliance automatically, you need to know this:
  • Your "From" name and email must be accurate.
  • Subject lines can't be misleading.
  • Include your physical address (HubSpot adds this automatically).
  • Make unsubscribing easy.

2. Forms: Converting Visitors Into Leads

Every extra form field costs you 5-7% of your conversions. But sometimes fewer conversions mean better lead quality.

This is where most teams need HubSpot support—not because forms are technically difficult, but because the strategy behind them requires experience.

The Field Strategy That Works:

If you want maximum volume, keep it lean: name, email, company. If you want qualified leads, add qualifying questions about budget, timeline, or current challenges.

Three Features That Actually Matter:

  1. Smart pre-population: Pre-fill information for known contacts. Small change, significant impact on completion rates.
  2. Multi-step forms: Break longer forms into 2-3 steps. Industry data shows 15-25% better completion rates.
  3. Form automation: Trigger workflows from form submissions. Send the download immediately, notify sales, and update contact properties. All automatic.

3. CTAs: Turning Browsers Into Buyers

Good CTAs increase lead generation by 3-5x from the same traffic. Bad ones are invisible.

Three CTA Types and When to Use Each:

Embedded buttons live within your content. Blog posts, product pages, emails. They invite without interrupting.

Pop-ups demand attention. Use them for high-value offers, exit-intent scenarios, and time-sensitive promotions. When done right, they significantly outperform static CTAs.

Slide-ins slide from a corner without completely interrupting the reading experience. Perfect for newsletter signups and content upgrades.

Design Elements That Convert:

  • Contrast: Your CTA should stand out from your page design
  • Size: Make it mobile-friendly
  • Copy: Short, action-focused text
  • Placement: Above the fold for ready buyers, below the fold for content guidance

How These Tools Work Together

Most businesses use these tools separately. The revenue comes from integration.

Blog post with embedded CTAs → CTA leads to form → Form triggers automated email sequence → Emails contain CTAs for consultation booking.

Flowchart diagram showing a 4-step lead generation process: Step 1 shows a blog post with a 'Call to Action' button, Step 2 shows 'CTA leads to form' with a form interface, Step 3 shows 'Form triggers automated email sequence' with an email icon, and Step 4 shows 'Emails contain CTA for consultation booking' with a 'Book Consultation' button. Arrows connect each step to illustrate the marketing funnel workflow
One content piece. Three tools. Multiple conversion opportunities.

Your Next Steps

Most businesses want advanced attribution reporting before setting up basic form tracking. They ask for complex workflow help before mastering simple email sequences.

Stop trying to use every HubSpot feature. Master these three:
  1. Set up one automated email sequence for your best-performing lead magnet
  2. Audit your forms—remove unnecessary fields, add automation
  3. Add CTAs to your top 5 blog posts and track performance
Revenue comes from simple systems executed consistently, not complex setups that impress other marketers.

Ready to Maximize HubSpot?

Our proven 3 Phase Approach to MAXIMIZE HubSpot has helped 1,000+ businesses transform HubSpot from a 'cost' to a money-making machine.

Book a free consultation to see how you can get better ROI from HubSpot.

 

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