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Associate forms with Salesforce campaigns

Last updated: January 18, 2023

Available with any of the following subscriptions, except where noted:

Marketing Hub Professional, Enterprise
CMS Hub Professional, Enterprise

If you have the HubSpot-Salesforce integration enabled, you can associate a form with an active Salesforce campaign.

Implications of associating a form with a Salesforce campaign


Form on a HubSpot page

  • In your HubSpot account, navigate to your landing pages or website pages.
  • Hover over the page with the form and click Edit.
  • In the content editor, click the form module.
  • In the left panel, click the Salesforce campaign dropdown menu and select the Salesforce campaign to associate the form with.
select-salesforce-campaign
  • In the upper right, click Publish or Update to take your changes live.

Form embedded on an external page

  • In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
  • Hover over the form name and click Actions > Edit form.
  • In the upper right, click Share.
  • In the dialog box, click the Add contacts to a Salesforce campaign dropdown menu and select the Salesforce campaign to associate the form with.

  • Click Copy.
  • Paste the embed code in the HTML of your external page.

Please note: these changes will not automatically update existing forms embedded on your external pages. You must replace the embed code for each existing form with the new embed code with the selected Salesforce campaign.

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