Test it

Test on a page that is live but not yet busy, or on a staging copy of your site that is on the Sites list.

The test

1. Open the page in a private browser window.
2. Fill in the form with an address at a real company domain that is not your own. Use a mailbox you can read, because HubSpot emails the meeting invitation to it.
3. Press submit.
4. You should see what your flow decides for a company lead, within a second or so. If that is the calendar: pick a time and book it.

Then try an address your flow should turn away, such as a free-mail one.

What to look at afterwards

Leads shows each submission. Click one for:

• what the visitor sent
• what Signalbox found: the company, and what HubSpot held
• the trace: each step the lead passed through, the exit it took, why, and how long it took
• the rep, the meeting, and the answers to any questions

In HubSpot, check the contact, the company, the deal if your flow makes one, and the meeting on the rep’s calendar.

A checklist before you go live

• The tag is on every page that holds a routed form.
• Each site address is on the Sites list, with and without www if both are used.
• A company lead sees the calendar of the right rep.
• A booking reaches the rep’s calendar and the visitor’s inbox.
• A lead you do not want sees the message you wrote.
• HubSpot holds one contact, one company and at most one deal for each test.
• HubSpot’s own deal workflow is off for the routed forms.
• Your privacy notice is updated.

Cancel your test meetings in HubSpot when you are done.