Overview

Hubspot is a CRM that enables users to book meetings, share forms, collect leads, and more. Hubspot Forms can be embedded directly into Copilot, making it easy for clients to submit Hubspot Forms directly in the portal. To embed Hubspot Forms, follow the instructions below.

App Setup

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Hubspot Forms. Set a title and icon that represents the app.

3. We recommend setting this up as an automatic app so that your meeting will be visible to all clients. If you want to embed different presentations for each client, set this as an manual App.

4. Leave the app set to as Show as embed so that the client isn't directed outside of the portal.

5. Next, go to your Hubspot account, click the Marketing tab, and select Forms from the list.

6. If you have an existing form that was created as an embedded form, click the Edit button on the form row. Then, click Embed in the top-right and copy the Share link.

7. If you need to create a new form, click Create form in the top-right and select Embedded form. Create your form and click Update in the top-right, then click Publish. Then, copy the Share link.

8. Go back to the App Setup page, paste the copied link into the content box and click Save.