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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.

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Why use embedded forms?

Embedded forms are ideal when you need to:
  • Maintain existing workflows: Keep using forms already integrated with your systems
  • Complex logic: Leverage advanced form logic from specialized platforms
  • Compliance 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.

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Supported embed form types

HubSpot

Marketo

Pardot

Calendly

Chili Piper

RevenueHero

HubSpot Meeting

Default.com

Google Calendar

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Adding embedded forms

Follow these steps to add an embedded form to your demo:
1

Add an embed step

  1. In the Flow Builder, add a new step
  2. Select Embed as the step type
  3. Choose your embed type from the dropdown
2

Configure the embed

Each embed type requires specific configuration:
Required fields:
  • Portal ID: Your HubSpot account ID
  • Form ID: The specific form’s ID
  • Region: Your HubSpot data center (na1 or eu1)
Finding your IDs:
  1. Go to Marketing > Forms in HubSpot
  2. Click on your form
  3. The URL contains both IDs: app.hubspot.com/forms/[PORTAL_ID]/editor/[FORM_ID]
Approve your demo domain in HubSpot. HubSpot marks submissions from domains it does not recognize as spam, with the reason Unregistered Site Domain.Your demo serves the form from capture.navattic.com, or from your custom domain if your workspace uses one. Add that domain in HubSpot under Settings > Tracking & Analytics > Tracking Code > Advanced Tracking, using + Add domain under Additional site domains. Then review your spam submissions and release the legitimate ones.For the full steps, see HubSpot’s guide to setting up site tracking.

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FAQ

Issue: Embedded form doesn’t match demo designEmbedded forms load inside an iframe served by the form provider (HubSpot, Pardot, Calendly, etc.). Because of this, styling changes cannot be made from within Navattic. All appearance customization must be done directly in the source platform.Solutions:
  • Use the form provider’s own styling tools: Each platform (HubSpot, Pardot, Marketo, etc.) has its own form styling options. Apply branding, colors, and fonts there so the form looks consistent before it’s embedded.
  • Consider using Navattic forms: If you need the form to match your demo’s design closely, Navattic native forms give you full control over appearance within the platform.
Issue: HubSpot files submissions from an embedded HubSpot form as spam, with the reason Unregistered Site DomainSubmissions come from the domain that serves your demo, not from the page the demo is embedded in. HubSpot treats submissions from a domain it does not recognize as spam.Solution: Add the domain that serves your demo, capture.navattic.com or your custom domain, to Additional site domains in your HubSpot advanced tracking settings. Then release the legitimate submissions already marked as spam.