Embedded forms allow you to integrate your existing forms and scheduling tools directly into demo steps. While Navattic forms are recommended for the best user experience, embedded forms let you maintain existing workflows and integrations.Embedded forms are ideal when you need to:
Maintain existing workflows : Keep using forms already integrated with your systemsComplex logic : Leverage advanced form logic from specialized platformsCompliance requirements : Use forms that meet specific regulatory needs
Navattic forms are recommended for better performance, analytics, and user experience. Consider embedded forms only when specific requirements can’t be met with native forms.
Follow these steps to add an embedded form to your demo:
Add an embed step
In the Flow Builder, add a new step
Select Embed as the step type
Choose your embed type from the dropdown
Configure the embed
Each embed type requires specific configuration: HubSpot
Marketo
Pardot
Calendly
Chili Piper
RevenueHero
HubSpot Meeting
Default.com
Required fields:
Portal ID : Your HubSpot account IDForm ID : The specific form’s IDRegion : Your HubSpot data center (na1 or eu1) Portal ID : 123456 Form ID : a1b2c3d4-e5f6-g7h8-i9j0-k1l2m3n4o5p6 Region : na1
Finding your IDs:
Go to Marketing > Forms in HubSpot
Click on your form
The URL contains both IDs: app.hubspot.com/forms/[PORTAL_ID]/editor/[FORM_ID]
Required fields:
Munchkin ID : Your Marketo account identifierForm ID : The specific form number Munchkin ID : 137-MKP-579 Form ID : 1018
Finding your IDs:
Go to Design Studio in Marketo
Find your form
The URL shows: app-ab12.marketo.com/#FO1018A1
Munchkin ID is in Admin > Integration > Munchkin
Required fields:
Form ID : The numeric ID of your Pardot formBusiness Unit ID : Your Pardot Account Engagement Business Unit ID Form ID : 123456 Business Unit ID : 0Uv000000000001AAA
Finding your IDs:
Go to Marketing > Forms in your Pardot (Account Engagement) account
Click on your form — the URL contains the Form ID (e.g., /content/form/123456/)
Find your Business Unit ID in Salesforce Setup > Pardot Account Setup. It begins with “0Uv” and is 18 characters long.
Required fields:
Calendly URL : Your scheduling linkHide details : Show/hide event detailsHide cookies : Show/hide cookie banner URL : https://calendly.com/yourname/30min Hide details : false Hide cookies : true
Best practices:
Use specific event types for demos
Configure buffer times between meetings
Set up reminder emails
Required fields:
Router URL : Your Chili Piper router linkMeeting type : Inbound router or specific queue Router URL : https://yourcompany.chilipiper.com/router/inbound
Configuration tips:
Set up routing rules before embedding
Test queue assignments
Configure rep availability
Required fields:
Widget ID : Your RevenueHero widget identifierRouter settings : Lead qualification rules Widget ID : rh_widget_abc123
Setup requirements:
Configure qualification rules
Set up rep calendars
Define routing logic
Required fields:
Meeting link : Your HubSpot scheduling pageMeeting type : Specific meeting duration/type Meeting URL : https://meetings.hubspot.com/yourname/demo-call
Preparation:
Set up meeting types in HubSpot
Configure availability
Add meeting descriptions
Required fields:
Embed URL : The iframe-compatible URLHeight : Frame height in pixelsAdditional parameters : Query strings or settings URL : https://forms.example.com/demo-request Height : 600
Compatibility notes:
Must allow iframe embedding
Should be mobile-responsive
Test cross-origin policies
FAQ
Issue: Embedded form doesn’t match demo designSolutions:
Use embed platform’s styling options
Add custom CSS to the embed
Consider using Navattic forms for consistency
