# Step 2: Create HubSpot Sequence



Create a **HubSpot sequence** (or use an existing one) and add the first automated email, with **personalization tokens** from your contact fields and your **HubSpot meeting link**.

## Create a New Sequence [#create-a-new-sequence]

<Frame>
  <img src="/docs/images/email-sequences-hubspot/2.png" alt="Create new HubSpot sequence" />
</Frame>

1. In HubSpot, go to **Sales** → **Sequences** → **Create sequence**
2. Name the sequence (e.g., "Surface form follow-up")
3. Under **Steps**, click **Automated emails** to add your first email

## Add or Choose an Email Template [#add-or-choose-an-email-template]

<Frame>
  <img src="/docs/images/email-sequences-hubspot/3.png" alt="Add or choose an email template" />
</Frame>

1. Use an **existing email template** from the list, or
2. Click **Create new template** to build one from scratch

## Add Form/Contact Fields to the Email (Personalization Tokens) [#add-formcontact-fields-to-the-email-personalization-tokens]

<Frame>
  <img src="/docs/images/email-sequences-hubspot/4.png" alt="Add form/contact fields to the email" />
</Frame>

To personalize the email with the contact's name or other data from the form:

1. In the template editor, place the cursor where you want the dynamic value (e.g., `Hi {{ firstname }},` in HubSpot)
2. Click **Insert** → **Personalization tokens**
3. Choose **Contact** and then select the property you want (e.g., **First name**, **Last name**, **Company**)
4. In the token dropdown, configure a **fallback value** for contacts who don't have that field (e.g., "there" if first name is empty)
5. Click **Insert**

Repeat for any other contact properties you want in the email body or subject line.

<Info>
  Tokens pull from the contact record in HubSpot. When Surface sends a form response via Create Form Response, HubSpot updates the contact with the submitted fields, so values like first name and last name will be available in the sequence email if you mapped them in your workflow.
</Info>

## Add Your HubSpot Meeting Link [#add-your-hubspot-meeting-link]

<Frame>
  <img src="/docs/images/email-sequences-hubspot/5.png" alt="Add HubSpot meeting link" />
</Frame>

To add a meeting link so leads can book a call:

1. In the template editor, click **Insert** → **Meetings**
2. Select your **HubSpot meeting link** (the one you use for scheduling)
3. Click **Insert**

## Save the Template [#save-the-template]

1. Finish editing the subject line and body (including any other copy)
2. Click **Save** (or **Save template**) to store the template