This guide will help you:

• Create a HubSpot account
• Connect HubSpot with SureForms
• Configure HubSpot actions inside a form
• Test and complete the integration

Step 1: Create a HubSpot Account

If you do not already have a HubSpot account, follow these steps:

• Visit the HubSpot website.
• Click on Create account.
• You can:
  • Sign up manually using your email, or
  • Continue with your Google or Microsoft account.
• Complete the account setup process.
• Once created, log in to your HubSpot dashboard.

Step 2: Connect HubSpot in SureForms

• Go to your WordPress Dashboard.
• Navigate to:
  SureForms → Integrations

• Click on Add Integration.
• Locate HubSpot from the list.

• Select HubSpot.

A pop-up window will appear asking you to connect your HubSpot account.

• Choose your HubSpot account from the list.
• Click Connect.
• Authorize the connection.

Once authenticated, the integration will be successfully added.

Step 3: Connect HubSpot to a Form

After adding the integration globally, you need to connect it to a specific form.

• Go to SureForms → All Forms.
• Edit the form where you want to connect HubSpot.

• Click on Form Settings (top panel).
• Select the Integrations tab.

• Click Add Integration.

• Choose HubSpot.

Step 4: Choose an Action

After selecting HubSpot, you can choose an action based on your requirement:

Available actions include:

• Create Contact
• Update Contact
• Delete Contact
• Company Connect
• Company Disconnect

Select the action you need and click Continue.

Step 5: Map Form Fields

Now you can configure and map your form fields with HubSpot fields.

For example:

• Form Email → HubSpot Email
• Form Name → HubSpot First Name

Make sure all required fields are properly mapped.

Click Continue once done.

Step 6: Test the Integration

• Use the Test option to check the workflow.
• Submit a test entry from your form.
• Verify that the data appears correctly in your HubSpot account.

Step 7: Save the Form

Once testing is successful:

• Click Save.
• Your HubSpot integration is now configured successfully.

You will see a confirmation message that the integration has been set up properly.

You’re All Set 

Your SureForms form is now connected to HubSpot. Any new submissions will perform the selected action automatically.

Read more at SureForms

Adding a Dropdown Field

You can add a Dropdown field in two ways:

• Click on the Add Block (+) button and select Dropdown.
• Drag and drop the Dropdown block directly into your form.

Once added, you will see the field settings in the right sidebar.

General Settings

Under the General tab, you will find the following options:

1. Required Field

Enable the Required option if the field must be filled by the user.

Once enabled, an Error Message option will appear.
By default, the message is “This field is required.” You can edit this message as needed.

2. Help Text

You can add Help Text to guide users on how to select an option.
This text will appear below the dropdown field.

3. Placeholder

The placeholder helps users understand what the dropdown is for.
For example: Select an option or any custom message.

Options Settings

Inside the Options section, you will see two types:

• Static
• Dynamic

Static Options

Static options allow you to manually add values to the dropdown.

Edit Options

Each option includes:

1. Radio Button – Pre-select a default option.
2. Drag Handle – Reorder options using drag and drop.
3. Text Field – Enter the option label.
4. Icon Option – Add an icon to the dropdown item.
5. Delete Button – Remove the option.

Add New Option

You can type a new value in the text field and click Add to include it in the dropdown.

Bulk Add Options

Click on Bulk Add to open a popup.
Enter multiple values (one per line) and click Insert to add them all at once.

Add Numeric Value

Enable Add Numeric Value to assign numbers to dropdown options.
A number field will appear for each option.

These numeric values can be used for calculations inside the form.

Enable Search

Turn on Enable Search to allow users to search within dropdown options.

This is useful when you have many values.

Allow Multiple Selection

Enable Allow Multiple to let users select more than one option from the dropdown.

Dynamic Options

Dynamic options automatically fetch values from your website.

Under Source Type, you can choose:

• Post Type
• Taxonomy

If you select:

• Post Type – Choose the specific post type from the dropdown.
• Taxonomy – Select the required taxonomy.

Advanced Settings

Under the Advanced tab, you will find:

Conditional Logic

You can add conditions to control when the dropdown field is displayed.

For example, show this field only if another field has a specific value.

Additional CSS Classes

You can add custom CSS classes for advanced styling.

Summary

The Dropdown field in SureForms is flexible and easy to configure.
You can:

• Add static or dynamic options
• Enable search
• Allow multiple selections
• Assign numeric values for calculations
• Use conditional logic
• Customize error messages and help text

This helps you create interactive and user-friendly forms based on your needs.

Read more at SureForms

Global Settings

Step 1: Access SureForms Settings

• From your WordPress dashboard, navigate to SureForms → Settings.

• Click on the Integrations.

Step 2: Add MailerLite

• Click the Add Integration button. A slide-in menu will appear.

• Select MailerLite connection.

Generate your API token by logging into your MailerLite account and navigating to Integrations → Developer API. Copy the API token and paste it into SureForms.

• Enter your API Key
• Click Save Changes.

Once saved, the MailerLite connection will appear in your global integrations list.

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Form Settings

Step 1: Open the Form Editor

• Go to SureForms → Forms from your WordPress dashboard.

• Open the form where you want to integrate MailerLite.

Step 2: Add MailerLite to the Form

• Inside the form editor, click Form Settings at the top.

• Click the Integrations option form drop down.
• Click Add Integration.

• Select Mailjet from the list.

Step 3: Configure MailerLite Integration

Tab 1: Select

• Add Workflow Name (required).
  
• Select Action from the dropdown (required):
  
  • Add/Update Subscriber
    
  • Unsubscribe Subscriber
    
  • Remove Subscriber From Group
• Click Continue.

Tab 2: Configure

• Configure the fields based on the selected Action.
• Click Continue.

Tab 3: Test

• Click Test Workflow.
• If everything is set correctly, you will see the message
  “Workflow “MailerLite – Add/Update Subscriber” tested successfully! The integration is working correctly.”
• Click Save Changes.

 The MailerLite workflow is now added and ready to use.

Integration Complete

Your form is now successfully connected to MailerLite.
Each submission will trigger the MailerLite workflow and automatically update contacts based on the selected action.

Read more at SureForms

Global Settings

Step 1: Access SureForms Settings

• From your WordPress dashboard, go to SureForms → Settings.

• Click on the Integrations tab.

Step 2: Get Mailjet API Credentials

Mailjet requires an API Key and Secret Key to connect with SureForms.

How to get your Mailjet API credentials:

1. Log in to your Mailjet account.
2. Go to Account Settings → API KEY MANAGEMENT.
3. Copy the following:
   • API Key
   • Secret Key

Step 3: Connect Mailjet

• Click the Add Integration button.
• A slide-in panel will appear.
• Select Mailjet from the list of integrations.

• Enter your API Key and Secret Key.

• Click Save Changes.

Once saved, the Mailjet connection will appear in your global integrations list.

Form Settings

Step 1: Open the Form Editor

• Go to SureForms → Forms from your WordPress dashboard.

• Open the form where you want to add the Mailjet integration.

Step 2: Add Mailjet Integration to the Form

• Inside the form editor, click Form Settings at the top.

• Click the Integrations option form drop down.
• Click Add Integration.

• Select Mailjet from the list.

Step 3: Configure Mailjet Integration

In the Select tab:

• Enter a Workflow Name (required).
• Select an Action (required), for example:
  • Add Contact to List
  • Remove Contact from List
• Click Continue.

In the Configure tab:

• Select the Mailjet Contact List where users should be added or removed.
• Map your form fields (such as Email, First Name, etc.) with Mailjet fields.
• Click Continue once mapping is complete.

In the Test tab:

• Click Test Workflow.
• If everything is set correctly, you will see the message
  “Workflow “Mailjet – Create Contact” tested successfully! The integration is working correctly.”

• Click Save Changes.

Integration Complete

Your form is now successfully connected with Mailjet.
Every form submission will trigger the configured Mailjet workflow and automatically manage contacts based on the selected action.

Read more at SureForms

Global Settings

Step 1: Access SureForms Settings

From your WordPress dashboard, navigate to SureForms → Settings.

Click on the Integrations tab.

Step 2: Add Kit Connection

Kit connection allows you to automate workflows and manage subscribers directly from SureForms. It helps you add or remove subscribers, trigger actions, and streamline your email automation process.

How to get the Kit API Key:

• Log in to your Kit account.
• Go to Account Settings → API Keys.
• Copy your API Key for integration with SureForms.

Step 3: Connect Kit

• Click the Add Integration button, and a slide-in menu will appear.
• Select Kit connection, and add your API Key.

• Add API Key  

• Click the Save Changes button.

The Kit connection is now added to your global integrations list.

Form Settings

Step 1: Open the Form Editor

Go to SureForms → Forms from your WordPress dashboard.

Open the form where you want to add the Kit integration.

Step 2: Add Kit Integration to the Form

• Inside the form editor, look at the top Form Settings option. Integrations tab.

• Click the Integrations option form drop down.
• Click Add Integration.

• Select Kit from the list of available integrations.

Step 3: Configure Kit Integration

1. In the Select tab:
   • Enter a Workflow Name (required).
   • Select an Action from the dropdown (required):
     • Create and Add Subscriber to Form
     • Unsubscribe Subscriber
   • Click Continue.

2. In the Configure tab:
   • Map your form fields according to the selected Action.
   • Once done, click Continue.

3. In the Test tab:
   • Click Test Workflow.
   • You’ll see the message “Connection successful!” if everything is set up correctly.
   • Click Save Changes.

The Kit Workflow has been added to your form.

Integration Complete

Your form is now successfully connected with Kit.
Every submission will trigger the configured workflow, whether it’s adding or unsubscribing a subscriber based on the action you’ve selected.

Read more at SureForms

This integration helps you connect your forms with popular CRMs supported by WP Fusion, without any manual work.

Global Integration Settings

Before adding WP Fusion to a form, make sure the plugin is installed and configured.

• Go to your WordPress dashboard.
• Navigate to SureForms → Settings.

• Click the Integrations tab > Click Add Integration.

• Select WP Fusion from the list.

• Enable the integration toggle.

Once enabled, you’ll see a success message confirming the integration is ready.

Add WP Fusion to a Form

• Go to SureForms → Forms.

• Edit the form where you want to use WP Fusion.
• Inside the form editor, look at the top Form Settings option.

• Click the Integrations option form drop down.
• Click Add Integration.

• Select WP Fusion from the available integrations.

Configure the WP Fusion Workflow

After adding WP Fusion, you’ll need to configure the workflow. This is done in three simple steps.

1. Select Tab

• Enter a Workflow Name (for internal reference).
• Choose the Action you want to perform.

Available actions may include:

• Sync Contact
• Apply Tags
• Assign Lists

Click Continue to proceed.

2. Configure Tab

In this step, map your SureForms fields to WP Fusion fields.

After mapping, click Continue.

3. Test Tab

• Click Test Workflow to verify the integration.
• If everything is configured correctly, you’ll see a success message.WordPress plugin workflow “WP Fusion -Sync Contact” tested successfully! The integration is working correctly.

Click Save Changes to activate the workflow.

Troubleshooting Tips

• Make sure WP Fusion is connected to your CRM.
• Ensure the Email field is mapped correctly.
• Test the workflow after every configuration change.
• Check WP Fusion logs if the data is not syncing as expected.

Read more at SureForms

This document explains how to use the Lost Password and Reset Password features in SureForms. These features allow you to create fully custom password recovery pages instead of using the default WordPress lost password screen.

Overview

With this feature, you can:

• Create a custom Lost Password page using SureForms
• Create a custom Reset Password page using SureForms
• Redirect users smoothly between Login → Lost Password → Reset Password
• Show validation messages and confirmation messages
• Control where users are redirected after resetting their password

This works seamlessly with the SureForms Login form.

Step 1: Enable Custom Lost & Reset Password Pages

• Go to SureForms → Settings.
• Open Login & Registration settings.

• Set the Login Page.
• Enable Custom Lost Password Page.
  • Select the page where you will embed the Lost Password form.
• Enable Custom Reset Password Page.
  • Select the page where you will embed the Reset Password form.

Step 2: Create the Lost Password Form

• Go to SureForms → Forms.
• Click Add New Form.
• Click the Plus (+) icon.
• Drag and drop the Lost Password field into the form.

Lost Password Field Options

The Lost Password field includes:

• Login Link
• Sign Up Link
• Hide form for logged in users

• Save the form.
• Embed this form on the Lost Password page you selected earlier.

Configure Lost Password Email Notification

With the Lost Password form, you can configure the email notification that is sent to users when they request a password reset.

How to Configure the Email Notification

• Go to Form Settings > Email Notification.

• Set up Email Notifications

Add Reset Password Link Using Smart Codes

SureForms provides a smart code that automatically generates the password reset link.

• In the email message editor, click Add Smart Code.
• Select Reset Password URL from the drop-down.
• Insert it into the Confirmation Message.

Example Email Message

You can customize the email message like this: Click here to reset your password: reset_password_url

This smart code ensures that:

• Each user receives a unique reset password link
• The link securely redirects the user to the Reset Password page

Once configured, save the form. The reset password URL will be automatically sent to users when they submit the Lost Password form.

Step 3: Create the Reset Password Form

• Go to SureForms → Forms.
• Click Add New Form.
• Drag and drop the Reset Password field into the form.

Reset Password Field Options

The Reset Password form includes:

• Login Link
• Hide form for logged in users

Step 4: Configure Redirect & Confirmation

After a successful password reset, you can:

• Redirect users to the Login page
• Redirect users to the Homepage
• Show a custom confirmation message

Example confirmation message: Your password has been reset successfully. Please log in using your new password.

• Save the form.
• Embed this form on the Reset Password page you selected earlier.

How the Flow Works for Users

From the Login Page

• User opens the Login form created using SureForms.
• User clicks Forgot Password.

• User is redirected to the Lost Password page.

• User enters their email or username.

If an incorrect email or username is entered, a validation message appears:

No account found with this username or email.

• User clicks Reset Password.
• A confirmation message appears:

A password reset link has been sent to your email. Please check your inbox.

From the Email

• User receives an email with a password reset link.
• User clicks the link.
• User is redirected to the Reset Password page.

• User enters:
  • New Password
  • Confirm Password
• User submits the form.

Final Result

• Password is reset successfully
• User sees the confirmation message
• User is redirected based on page configuration (Login page or Homepage)

You can also customize the email confirmation message sent to users after the password is reset.

Summary

Using SureForms Lost Password and Reset Password blocks, you can fully control:

• Design of password recovery pages
• User experience during password reset
• Validation and confirmation messages
• Redirect behavior after password reset

This removes dependency on the default WordPress lost password page and provides a smooth, branded login experience.

Read more at SureForms

If you’re currently on Starter or Pro, good news! You can move to Solo or Team without any additional cost and unlock all the features of SureForms for you. Means

• Starter → Solo (1 Site)
• Pro → Team (10 Sites)

Let go through how you can upgrade your current Starter Plan to Solo or Pro Plan to Team.

Log In to Your SureForms Account

First, log in to your SureForms Account. There you will see the plans you purchased.

Access Your Plan From ‘Billing’

Then, go to ‘Billing’ and click on the plan you want to upgrade.

Here, we are going with the SureForms Starter – Annual plan to upgrade to SureForms Business Annual – Solo. Following the same way, you can upgrade your SureForms Pro – Annual plan to upgrade to SureForms Business Annual – Team plan too.

Choose the Proper Plan & Update

Next, choose the updated plan according to your current plan and click on ‘Next’.

You can update to these plans based on your current plans without any charges:

• SureForms Starter – Annual → SureForms Business – Annual – Solo
• SureForms Pro – Annual → SureForms Business – Annual – Team

You should see the total due as $0 in the next page. Finally, click on confirm to finish the upgrade.

Then, you will notice the plan is updated on the ‘Billing’ as well as the ‘Downloads’ tab.

Update the Plugin from Your WordPress Dashboard

Next, go to ‘Downloads’, click on the updated plan.

From there, download the updated Plugin Zip and replace it with the current one in your WordPress Dashboard.

Please note: In some cases, your plugin license may temporarily expire if the plugin ZIP isn’t updated shortly after you upgrade your plan. If this happens, simply re-activate the license using your license key. You can access the License Key from the same page where you downloaded the plugin ZIP.

That’s it! You can now enjoy all the features of SureForms with the SureForms Solo or SureForms Team plan without any restrictions.

By following this process, you can upgrade your SureForms Starter – Annual or SureForms Pro – Annual plan.

If you’re on a Lifetime plan (SureForms Starter Lifetime or SureForms Pro Lifetime), you’ll be eligible to upgrade to the SureForms Lifetime Business Plan as well.

To upgrade a Lifetime plan, please contact our support team here for the upgrade https://sureforms.com/contact/

If you run into any issues while upgrading your Annual plan, our support team is also here to help.

Read more at SureForms

Global Settings

Step 1: Access SureForms Settings

1. From your WordPress dashboard, navigate to SureForms → Settings.
2. Click on the Integrations tab.

Step 2: Add Notion

1. Click the Add Integration button.

2. From the list of available integrations, select Notion.

3. You can also use the search bar to find it quickly.

Step 3: Connect Notion

The Notion integration requires an Integration Token to authenticate and connect SureForms with your Notion workspace.

How to Get a Notion Integration Token

1. Visit Notion → My Integrations.

2. Open an existing integration or click Edit Settings on a previously created integration.

3. Locate the Internal Integration Secret.
4. Click Copy to copy the token.

Important: Keep this token secure. Anyone with access to it can access the Notion pages and databases shared with this integration.

Step 4: Add the Token in SureForms

1. Return to your WordPress dashboard.
2. Navigate to SureForms → Settings → Integrations.
3. Open the Notion integration.
4. Paste the copied Integration Token.
5. Click Connect.

Once the connection is completed successfully, you’ll see the confirmation message:
Integration configured successfully!

Notion will now appear in the list of global integrations.

Form Settings

Step 1: Open the Form Editor

1. Go to SureForms → Forms from your WordPress dashboard.
2. Open the form where you want to integrate Notion.

Step 2: Add Notion to the Form

1. Open the Integrations tab from the dropdown options.

2. Click Add Integration.

3. Select Notion from the list of available global integrations.

Step 3: Configure Notion Integration

The Notion integration setup includes three tabs:

1. Select Tab

Provide the workflow details:

• Workflow Name – Required
• Action – Required

Available actions:

• Create Page
• Add Database Row

After selecting the desired action, click Continue.

2. Configure Tab

Configuration options change based on the selected action.

Create Page

• Select the Parent Page in Notion where new pages should be created.
• Map SureForms fields to the page content (for example, title or text blocks).
• Optionally add static or custom content.

Each form submission will create a new page under the selected Notion parent page.

Add Database Row

• Select the Notion Database where the row should be added.
• Map SureForms fields to the corresponding database properties such as:
  • Title
  • Text
  • Select
  • Number
  • Date
• Ensure all required database properties are mapped.

Each form submission will add a new row to the selected Notion database.

Click Continue once configuration is complete.

3. Test Tab

1. Click Test Workflow to verify the integration.
2. You’ll see a success message such as: <msg>

3. Click Save Changes to apply the workflow.

Integration Complete

Your form is now successfully connected to Notion.

Based on the configured action, each form submission will automatically:

• Create a new page in Notion, or
• Add a new row to a Notion database.

This enables seamless data storage and workflow automation inside your Notion workspace using SureForms.

Read more at SureForms