# 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](/guides/hubspot-forms/configure-workflow) to map your form and set up the sync.

If you need to create or adjust a HubSpot form (for example, to support partial submissions), follow the steps below.

## Access Your HubSpot Form [#access-your-hubspot-form]

<Frame>
  <img src="/images/hubspot/existing-form/1.png" alt="HubSpot form duplicate option" />
</Frame>

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) [#make-existing-fields-optional-if-needed]

<Frame>
  <img src="/images/hubspot/existing-form/2.png" alt="HubSpot form field settings" />
</Frame>

For submissions to work successfully, 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 [#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