Setup Steps
Step 1: Create HubSpot Form
Form with email required, all other fields optional
Step 2: Create HubSpot Sequence
Automated emails, personalization tokens, meeting link
Step 3: Add Follow-Up Emails and Delays
More steps and business-day delays
Step 4: Add Automation
Form submission → enroll in sequence
Step 5: Connect Surface Workflow
Send Surface submissions to your HubSpot form