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Email Sequences with HubSpot

Email Sequences with HubSpot

Enroll leads in HubSpot email sequences when they submit or drop off your Surface form

Setup Steps

Step 1: Create HubSpot Form

Form with email required, all other fields optional

Step 2: Create HubSpot Sequence

Automated emails, personalization tokens, meeting link

Step 3: Add Follow-Up Emails and Delays

More steps and business-day delays

Step 4: Add Automation

Form submission → enroll in sequence

Step 5: Connect Surface Workflow

Send Surface submissions to your HubSpot form

Step 4: Calendly Meeting Check

Add a webhook node to check if the lead has booked a Calendly meeting—exit the campaign if yes, continue if no

Step 1: Create HubSpot Form

Create a HubSpot form with all fields optional except email so partial Surface submissions can be recorded

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Setup Steps