Connect HubSpot to Surface

- Navigate to the Workflow Builder in Surface
- Add any HubSpot action and click Connect
- Select your HubSpot organization when prompted
- Accept Surface Labs invite
- Click Connect App to complete setup
Create a Workflow
- Go to Workflow Builder from the sidebar
- Click Create workflow
- Choose trigger type:
- Dropped Off — For partial submissions (lead leaves before completing the form). Use this so drop-offs still get enrolled in your sequence.
- Finished — For complete submissions only (lead submits the full form)

Add HubSpot Action
- Click + Actions
- Select HubSpot from the actions list
- Choose Create Form Response action
Configure Form Response Action
Select your HubSpot Form

- Click on the HubSpot Form dropdown
- Select the same form you created in Step 1 and used in your Step 4 automation
Get Internal Names from HubSpot Form Fields
Before mapping fields, you need the internal names (API names) of your HubSpot form fields. You’ll use these as the Value when mapping in Surface.
- In your HubSpot form editor, select the field (e.g., Email or First Name)
- In the Edit field panel on the left, click Connected property (shown as “Connected” with a green indicator)
- Under the Connected property section, note the Internal name (e.g.,
email,firstname)
The internal name is different from the field label. Always use the exact internal name from the Connected property section when mapping in Surface.
Map Surface Form Fields to HubSpot Form Fields

- Click Add column to add a new field mapping
- Key (Surface Field): Select the field from your Surface form (e.g., from Form Submission or Lead)
- Example:
email,firstName,lastName
- Example:
- Value (HubSpot Internal Name): Enter the exact internal name from HubSpot
- Example:
email,firstname,lastname
- Example:
- HubSpot Field: Select the corresponding HubSpot form field from the dropdown (e.g., Email, First name, Last name)
| Surface Field (Key) | HubSpot Internal Name (Value) | HubSpot Field |
|---|---|---|
email (Form Submission) | email | |
firstName (Form Submission) | firstname | First Name |
lastName (Form Submission) | lastname | Last Name |
Save and Activate
- Save the workflow
- Activate it so it runs when leads submit or drop off your Surface form
Summary
You’ve connected your Surface form to the HubSpot form used for email sequences:- Dropped Off trigger → partial submissions are sent to HubSpot and enrolled in the sequence
- Finished trigger → completed submissions are sent and enrolled
- Field mapping ensures email and other fields (e.g., first name) are available for sequence emails and personalization
