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:
Check out the How to Get Site ID page to get your site ID.

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"
  siteId="YOUR_SITE_ID"> // Replace with your site ID
</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: Turn on 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 Labs!

Need help? Our support team is available Monday-Friday 9am-5pm PST to assist.