Skip to content
Signalbox

Get started

Quick start

View as Markdown

Take a new workspace to a live, routed form in six steps. Allow an hour.

You need a HubSpot account and a super admin of it. You also need to be an admin of the Signalbox workspace.

1. Connect HubSpot

Section titled “1. Connect HubSpot”

Open Settings and press Connect HubSpot. Choose the account and approve. Signalbox then reads your forms, users, pipelines and properties. This takes a minute or two.

More: Connect HubSpot.

2. Add the tag

Section titled “2. Add the tag”

Open Settings, then Sites, and add the address of each site that holds a form. Each site shows its tag:

<script async src="https://api.trysignalbox.com/signalbox.js" data-key="your-site-key"></script>

Put it in the <head> of every page that holds a HubSpot form. Load one of those pages, then open Forms. The form shows the page it was seen on.

More: Add the tag to your site. See also A site with a Content Security Policy and A site with a consent tool.

3. Set up the team

Section titled “3. Set up the team”
  • Team: have each rep connect their calendar. Press Send link by a rep. A rep with no connected calendar is given no leads.
  • Queues: add a queue and put reps in it.
  • Scheduler: add a meeting type, and check the working hours.

4. Build and publish a flow

Section titled “4. Build and publish a flow”

Open Flows and press New flow. Start blank, or from a template. A flow many teams start with:

  1. If / else: the address is free-mail. Yes: Show message.
  2. No: Assign to existing owner.
  3. No owner, or the owner is away: Assign from queue.
  4. Show calendar, with your meeting type.
  5. Booked: Create deal. Not booked: Create task for the rep.

Issues lists what is wrong. Dry run runs the draft on a sample lead and writes nothing. When both are clean, press Publish.

More: Build and publish a flow and How a flow works.

5. Give the flow to a form

Section titled “5. Give the flow to a form”

Open Forms, choose the form, choose the flow, and turn Listen to this form on. From the next submission, visitors to that form get what the flow decides.

If the flow has a Create deal step, first turn off HubSpot’s own deal workflow for that form.

6. Test it

Section titled “6. Test it”

Fill in the form in a private browser window, with an address at a real company domain that is not your own. Then open Leads and read the lead’s trace.

More: Test it, which ends with a checklist to go through before you go live.

Or ask an agent

Section titled “Or ask an agent”

An AI agent can do steps 3 to 5 for you, and show you what it built before anything goes live. A person must still connect HubSpot and the calendars. See Agents.