Step 1: Configure HubSpot Form

You can skip this step if you already have a HubSpot form you want to send submissions to. Go straight to Configure HubSpot in Surface Workflow to map your form and set up the sync.

Otherwise, create or adjust a HubSpot form so it accepts partial submissions.

Access Your HubSpot Form

1. Log in to your HubSpot account
2. Navigate to Marketing → Forms
3. Click on the form you want to modify

Make Existing Fields Optional (If Needed)

For submissions to work, you may need to make some required fields optional:

1. Click on each field that might be empty in submissions

2. Find the Required checkbox or toggle

3. disable the Required option for fields that:

   • Are not essential for lead capture
   • May be filled in later stages of the form
   • Are not needed for your workflows

4. Keep required any fields that are:

   • Essential for your workflows
   • Needed for contact identification (like email)
   • Required for your business logic

Best Practices

• Workflow Testing: Test workflows with both partial and complete submissions
• Documentation: Document which fields are optional and why
• Monitoring: Track partial vs. complete submissions to optimize your forms