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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