Getting started

We're delighted that you've chosen to get started with HubSpot Forms Embedded for monday.com.

This page will give you an overview of this app’s functionality.

Prerequisites

• A subscription to HubSpot Forms.

Installation

• Simply install the app from the monday.com marketplace and then you are ready to go.

Usage

In HubSpot

1. Create a form

2. Click on the Share button

3. Select Share Link and then Copy the link to the clipboard

Once the URL has been copied, move to monday.com.

In monday.com

For Board Views and Dashboard Widgets

1. Add the HubSpot Form app in monday.com

2. Paste the Share Link URL from HupSpot Forms into the Share Link field in the widget settings

For Item Views

1. Open the Item View sidebar and select Add View

2. Add the HubSpot Forms Embedded app

3. In Settings select a column to paste the URL - this will be the same for each item in the board

4. Paste the Share Link URL of the HubSpot Form into the column for your board item.