# Quick start

> 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

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](/install-guide/connect-hubspot/).

## 2. Add the tag

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

```html
<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](/install-guide/add-the-tag/). See also [A site with a Content Security Policy](/install-guide/content-security-policy/) and [A site with a consent tool](/install-guide/consent/).

## 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

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](/install-guide/build-a-flow/) and [How a flow works](/flows/how-a-flow-works/).

## 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](/install-guide/hubspot-deal-workflow/) for that form.

## 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](/install-guide/test-it/), which ends with a checklist to go through before you go live.

## 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](/agents/overview/).