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Documentation Index

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The One Click Setup automatically creates HubSpot forms (both complete and partial) and starts sending form submissions to HubSpot.

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Step 1: Authenticate with HubSpot

HubSpot authentication in form settings
  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

HubSpot Additional Site Domains settings
To enable proper tracking and form submissions, add Surface's domain to your HubSpot account:
  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

Enable HubSpot Sync toggle
  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?

Once enabled, Surface will:
  • 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