Surface Forms integrates seamlessly with HubSpot to automatically create and update contacts, companies, and deals from your form submissions.

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Integration Steps

HubSpot Integration

  1. Navigate to the Integrations panel from the sidebar
  2. Locate the HubSpot card and click Authenticate
  3. Select your HubSpot organization when prompted
  4. Accept Surface Labs invite
  5. Click Connect App to complete setup

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Features

Contact Creation

Automatically create new contacts in HubSpot from form submissions

Company Mapping

Create and associate companies with contacts based on form data

Deal Creation

Generate new deals and associate them with contacts/companies

Field Mapping

Map form fields to custom HubSpot properties

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Best Practices

Integration Tips

  1. 1. Map all relevant form fields to HubSpot properties
  2. 2. Set up clear naming conventions
  3. 3. Test the integration with sample submissions
  4. 4. Monitor data flow regularly
  5. 5. Keep field mappings updated

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Troubleshooting

Workflow Examples

See examples of HubSpot automation workflows

Field Mapping Guide

Learn about custom field mapping