Complete these steps to start converting more website traffic into revenue with Surface Labs.

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Step 1: Install the Surface Tag

Connect Surface Forms to your website to start capturing visitor data. There are several supported methods of integration:

Surface Tag

Add the Surface Forms JavaScript snippet to your website with minimal setup:

<!-- Start Surface Tag -->
<script src="https://cdn.jsdelivr.net/gh/trysurface/scripts@latest/surface_tag.min.js"></script>
<!-- End Surface Tag -->

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Step 2: Build your first Surface Form

Create your first intelligent form to start engaging visitors:

Form Builder

Use our no-code form builder to create your first form in minutes.

Form Templates

Choose from pre-built templates optimized for conversion.

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Step 3: Connect additional data sources and destinations

Connect your existing tools to enrich visitor data and automate follow-ups:

Salesforce

Push form submissions directly into Salesforce as leads or contacts with custom field mapping

HubSpot

Create or update HubSpot contacts from form submissions in real-time

Slack

Get instant Slack notifications when forms are submitted with customizable message formats

Zapier

Connect form submissions to 5000+ apps through Zapier’s automation platform

We're adding new integrations all the time

If you don’t see the integration you need, please reach out at founders@withsurface.com to request it!

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Step 4: Define your ICP

Create your Ideal Customer Profile to enable intelligent targeting:

  1. Define company attributes
  2. Set engagement criteria
  3. Configure targeting rules
  4. Enable smart routing

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Step 5: Enable Website Visitor De-anonymization (optional)

Turn on website intent data to reveal anonymous visitors.

Visitor Intelligence

Enable high-coverage website identification with built-in integrations.

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You’re ready to start using Surface Forms!

We recommend checking out these resources:

Quick Start Guide

Learn the fundamentals and build your first form from start to finish.

Best Practices

Optimize your forms for maximum conversion rates.

Advanced Features

Explore advanced capabilities and customizations.

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Extra Resources

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Add a Surface Form to your Site

Choose your platform below for specific integration instructions:

Framer

Add Surface Forms to your Framer site

Webflow

Add a Surface Form to your Webflow Site

Next.js

Integrate Surface Forms with your Next.js app

Need help? Our support team is available 24/7 to assist with your implementation.