David Simpson Apps

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

  • An active subscription to HubSpot with access 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 within HubSpot.

  2. Click the Share button.

  3. Select Share Link and copy the URL.

In monday.com

For Board Views and Dashboard Widgets

  1. Add the HubSpot Forms Embedded app in monday.com.
  2. Paste the copied share link into the Share Link field in 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 for the URL.
  4. Paste the share link into that column for each board item.