> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withsurface.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Step 1: Create HubSpot Form

> Create a HubSpot form with all fields optional except email so partial Surface submissions can be recorded

In this step, you'll create a **HubSpot form** that Surface will submit to when leads complete or drop off your Surface form. Making all fields **optional except email** ensures that partial submissions (e.g., when a lead only enters their email and leaves) still create a valid form response in HubSpot, which your automation can use to enroll them in a sequence.

If you already have a HubSpot form and only need to adjust which fields are required, see [Step 1: Configure HubSpot Form](/guides/hubspot-forms/configure-hubspot-form) in the HubSpot forms guide to make existing fields optional.

## Create a New Form in HubSpot

1. In HubSpot, go to **Marketing** → **Forms** (or **Marketing** → **Lead Capture** → **Forms** depending on your HubSpot layout)
2. Click **Create form** and choose **Embedded** (or the form type that fits your use case)
3. Name the form (e.g., "Surface – Email sequence enrollment")

<Frame>
  <img src="https://mintcdn.com/surfacelabs/Wrzlv2TbczC9ZPNA/images/hubspot/existing-form/1.png?fit=max&auto=format&n=Wrzlv2TbczC9ZPNA&q=85&s=13272672d28912312d3b2a642481e897" alt="HubSpot Forms – create or select form" width="3006" height="1684" data-path="images/hubspot/existing-form/1.png" />
</Frame>

## Set Fields: Email Required, Rest Optional

1. Add the fields you want to capture (e.g., **Email**, **First name**, **Last name**, **Company**)
2. For **Email**: keep it **required** so every submission has at least an email for the sequence
3. For **all other fields**: set them to **optional** (not required), so partial submissions from Surface are accepted

This way, when a lead drops off your Surface form after only entering their email, Surface can still send that single field to HubSpot and HubSpot will accept it as a valid form submission.

<Frame>
  <img src="https://mintcdn.com/surfacelabs/S5q2pthg_WFbsIHX/images/hubspot/existing-form/2.png?fit=max&auto=format&n=S5q2pthg_WFbsIHX&q=85&s=64e79a173162fca9a27200f7f7cb10d0" alt="HubSpot form field settings – required vs optional" width="3006" height="1684" data-path="images/hubspot/existing-form/2.png" />
</Frame>

<Tip>
  Match these fields to the ones you map in your Surface workflow. Use the same **internal names** (e.g., `email`, `firstname`, `lastname`) when configuring [Create Form Response](/guides/hubspot-forms/configure-workflow#map-surface-form-fields-to-hubspot-form-fields) so data lines up with your sequence personalization tokens.
</Tip>

## Connect Properties and Publish

1. Ensure each form field is **connected** to the correct HubSpot contact property (e.g., Email → `email`, First name → `firstname`)
2. Complete any other form settings (thank-you message, redirect, etc.)
3. **Publish** the form

You don't need to embed this form on a page—Surface will submit to it via the API when you configure the workflow in [Step 5: Connect HubSpot Form with Surface Workflow](/guides/email-sequences-hubspot/step-5-surface-workflow). Note the form name so you can select it in Step 4 (automation) and Step 5 (Surface workflow).

## Next Step

Create the HubSpot sequence and first email template with personalization and meeting link. See [Step 2: Create HubSpot Sequence](/guides/email-sequences-hubspot/step-2-hubspot-sequence).

<Info>
  You'll connect this form to Surface in [Step 5](/guides/email-sequences-hubspot/step-5-surface-workflow). Steps 2–4 are done in HubSpot (sequence and automation) first.
</Info>