Skip to main content
After configuring your HubSpot form, you need to set up workflows in Surface to send form submissions to HubSpot. This guide covers connecting HubSpot and configuring the workflow action.

​
Connect HubSpot to Surface

HubSpot Integration Setup
  1. Navigate to the Workflow Builder in Surface
  2. Add any HubSpot action and click Connect
  3. Select your HubSpot organization when prompted
  4. Accept Surface Labs invite
  5. Click Connect App to complete setup

​
Create a Workflow

  1. Go to Workflow Builder from the sidebar
  2. Click Create workflow
  3. Choose trigger type:
    • Finished - For complete submissions
    • Dropped Off - For partial submissions

​
Add HubSpot Action

HubSpot Actions Selection
  1. Click + Actions
  2. Select HubSpot from the actions list
  3. Choose Create Form Response action

​
Configure Form Response Action

​
Select your HubSpot Form

HubSpot Create Form Response configuration
  1. Click on the HubSpot Form dropdown
  2. Select the form you want to use for this workflow

​
Get Internal Names from HubSpot Form Fields

Before mapping fields, you need to get the internal names (also called API names) of your HubSpot form fields. These internal names are what you’ll use as the value when mapping in Surface workflows.
Finding HubSpot form field internal name
To find the internal name for each HubSpot form field:
  1. In your HubSpot form editor, select the field you want to map (e.g., Email or First Name)
  2. In the Edit field panel on the left, click on Connected property (it will show as “Connected” with a green indicator)
  3. Under the Connected property section, you’ll see the Internal name (e.g., email or firstname)
The internal name is different from the field label. For example, a field labeled “Email Address” might have an internal name of email or emailaddress. Always use the exact internal name shown in the Connected property section.

​
Map Surface Form fields to HubSpot form fields

HubSpot Create Form Response configuration
Now that you have the internal names from HubSpot, map your Surface Form fields:
  1. Click on Add column button to add a new field mapping
  2. Key (Surface Field): Select the field from your Surface Form
    • Example: email from Form Submission or Lead
    • Example: firstName from Form Submission or Lead
  3. Value (HubSpot Internal Name): Enter the exact internal name you found in HubSpot
    • Example: email (from the Email field’s Connected property)
    • Example: firstname (from the First Name field’s Connected property)
  4. HubSpot Field: Select the corresponding HubSpot form field from the dropdown
    • Example: Email
    • Example: First Name
Mapping Examples:
Surface Field (Key)HubSpot Internal Name (Value)HubSpot Field
email (from Form Submission)emailEmail
firstName (from Form Submission)firstnameFirst Name
The Value field must match the internal name exactly as shown in HubSpot’s Connected property section. This is case-sensitive—email is different from Email or EMAIL.

​
Configure Additional HubSpot Actions (Optional)

You can add multiple HubSpot actions to your workflow:
  • Create Contact - Create a new contact in HubSpot
  • Create or Update Contact - Create or update a contact
  • Create Company - Create a company record
  • Create Deal - Create a new deal
  • HubSpot AI Agent - Use AI to manage contacts and deals automatically
HubSpot AI Agent Configuration