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

Calendly

Chili Piper

RevenueHero

HubSpot Meeting

Default.com

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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 (US or EU)
Portal ID: 123456
Form ID: a1b2c3d4-e5f6-g7h8-i9j0-k1l2m3n4o5p6
Region: US
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]

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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