# Send Data to HubSpot









Send Surface form submissions to **HubSpot** with the built-in HubSpot action: create or update contacts, companies, deals, and more.

## Prerequisites [#prerequisites]

You need:

* A **Surface** account
* A **HubSpot** account with the right permissions
* Admin access to connect HubSpot to Surface

## Step 1: Connect HubSpot to Surface Forms [#step-1-connect-hubspot-to-surface-forms]

<Frame>
    <img alt="HubSpot Integration in Workflow Builder" src="__img0" />
</Frame>

1. Open the **Workflow Builder**.
2. Click the &#x2A;*+** button to add a new action node.
3. From the integrations list, choose **HubSpot**.

## Step 2: Choose a HubSpot Action [#step-2-choose-a-hubspot-action]

The HubSpot integration supports multiple actions:

* **Create Contact** → Add a new contact in HubSpot
* **Create or Update Contact** → Add a new contact or update existing ones
* **Create Company** → Create a company record
* **Create Form Response** → Push a form submission directly into HubSpot
* **Create Deal** → Add a new deal in HubSpot
* **Get Owner** → Fetch a HubSpot owner by email
* **HubSpot AI Agent** → Use AI to manage contacts and deals automatically

## Step 3: Configure the HubSpot Action [#step-3-configure-the-hubspot-action]

<Frame>
    <img alt="HubSpot Action Configuration" src="__img1" />
</Frame>

1. After selecting an action, configure the settings in the right-hand panel.
2. Choose the HubSpot object (e.g., Form, Contact, Company, Deal).
3. Map your Surface Form fields to HubSpot properties:
   * Example: email → Email from Form Submission or Lead
   * Example: firstName → First Name from Form Submission or Lead

## Using the HubSpot AI Agent [#using-the-hubspot-ai-agent]

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    <img alt="HubSpot AI Agent Configuration" src="__img2" />
</Frame>

Instead of configuring individual actions one by one (create a contact, then a deal), give the AI Agent **instructions in plain English** and it manages contacts, companies, and deals in HubSpot for you.

### Write Instructions for the Agent [#write-instructions-for-the-agent]

In the configuration panel, describe what you want in the **Instructions** text area. For example:

```
Check HubSpot to see if the company exists.  
If the company doesn't exist, create a new company.  
If a contact with the new lead's email doesn't exist, create one.  
Associate the contact with the company.  
If there are no open deals in the "Sales" pipeline, create a new deal and assign it to the company owner.  
```

You can be as detailed as you need - the AI Agent interprets and executes based on HubSpot's API.