One Click Setup

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Step 1: Authenticate with HubSpot

1. Go to Form Settings → HubSpot
2. Click on Connect HubSpot if you’re not already authenticated
3. Follow the on-screen instructions to authenticate
4. Select your HubSpot organization when prompted
5. Accept the necessary permissions to complete the connection

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Step 2: Add Surface Domain to HubSpot

1. In your HubSpot account, navigate to Settings → Tracking & Analytics → Tracking Code
2. Click on the Advanced Tracking tab
3. Under Additional site domains, click + Add domain
4. Enter forms.withsurface.com
5. Click Save

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Step 3: Enable HubSpot Sync

1. Under HubSpot Connection, toggle on Enable HubSpot Sync
2. Surface will automatically:
   • Create a form in HubSpot for finished submissions
   • Create a form in HubSpot for incomplete submissions
   • Start syncing form submissions to HubSpot

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What Happens Next?

• Automatically create forms in your HubSpot account
• Sync complete submissions to the complete form
• Sync partial submissions to the partial form
• Handle field mapping automatically

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Next Steps

• HubSpot Tracking - Configure HubSpot tracking to properly track UTMs, first landing page, and lead sources