One Click Setup

One Click Setup creates two HubSpot forms for you, one for complete submissions and one for partial ones, and starts sending submissions to them.

Step 1: Authenticate with HubSpot

1. Go to Form Settings → HubSpot
2. Click on Connect HubSpot if you're not already authenticated
3. Follow the on-screen instructions to authenticate
4. Select your HubSpot organization when prompted
5. Accept the necessary permissions to complete the connection

Step 2: Add Surface Domain to HubSpot

To enable proper tracking and form submissions, add the domain that serves your Surface form to your HubSpot account:

1. In your HubSpot account, navigate to Settings → Tracking & Analytics → Tracking Code
2. Click on the Advanced Tracking tab
3. Under Additional site domains, click + Add domain
4. Enter forms.withsurface.com, or enter your verified custom domain if the form uses one
5. Click Save

Step 3: Enable HubSpot Sync

1. Under HubSpot Connection, toggle on Enable HubSpot Sync
2. Surface will automatically:
   • Create a form in HubSpot for finished submissions
   • Create a form in HubSpot for incomplete submissions
   • Start syncing form submissions to HubSpot

Next Steps

• HubSpot Tracking - Configure HubSpot tracking to properly track UTMs, first landing page, and lead sources