Before you begin, in order to use your Salesforce campaign in HubSpot, your campaign will need to be marked as active. Read this article on how to set your Salesforce campaign to active.
If you are using a HubSpot landing page or form to set a Salesforce campaign, the campaign status will be set to Responded by default and will not be editable. If you'd like to be able to edit a contact's campaign status after originally setting it, you must use a workflow rather than a form to associate your contacts with your Salesforce campaign. It is also not possible to remove a contact's association with a Salesforce campaign if the campaign was originally set using a form.
Associating a Salesforce campaign with a HubSpot Landing Page
A HubSpot Landing Page is a web page that provides an offer to your website visitor and allows you to capture a visitor’s information through a lead form. When creating this Landing Page in HubSpot, you have the ability to associate a Salesforce campaign with this Landing Page. What this is means is that any visitor that converts on the form on your HubSpot Landing Page will automatically be added to your Salesforce campaign. Follow the steps below to associate your Landing Page with a Salesforce campaign.
1. Create a HubSpot Landing Page
First you’ll want to create a HubSpot Landing Page, which you can read an article on how to do here.
2. Editing Landing PageNow that you’ve created your Landing Page, you’ll want to ensure you’re in the Edit tab while editing your Landing Page.
3. Salesforce Campaign option
Within the Edit tab, scroll down to your Form Module section. Click on this module as doing so will allow you to edit it, revealing a dropdown menu for Salesforce Campaign. Click on the dropdown menu to choose what Salesforce campaign you would like to associate with your HubSpot Landing Page.
4. Save changes
Always be sure to save (or update/publish to live page) any changes you make to your Landing Page by clicking the Save or Publish/Update button. Saving this page will save your changes in a draft form, publishing or updating will push any changes you made to your live page.
Now, any visitor that fills out the form on your new Landing Page will automatically be added into your Salesforce campaign.
Associating a Salesforce campaign with a HubSpot form on an external page
Of course, you may not always want to have to use a HubSpot Landing Page to capture your leads. Often times HubSpot forms are used on external pages and HubSpot offers the ability to associate a Salesforce campaign even with HubSpot forms that are embedded on an external page. Follow the steps below to associate a HubSpot form embedded externally with a Salesforce campaign.
1. Create a HubSpot form
First, you’ll want to create a HubSpot form, which you can read an article on how to do here.
2. Select Embed from the Form's Menu
Once your form is constructed and ready to be placed onto your external page, navigate to the Embed menu option in the Form Editor.
3. Add Salesforce campaign
Now the embedding information will display where the form will redirect after submission, the snippet of code to embed the form, as well as whether or not to add to Salesforce campaign. From the "Add Users to a Salesforce campaign (optional)" dropdown menu, choose the campaign you’d like the lead to be associated with after submitting on this form.
4. Save form
Always be sure to save your HubSpot form after making any changes by clicking the Save form button.
5. Copy embed code
After all changes have been saved to your form, select Copy embed code.
Setting a Salesforce Campaign within a HubSpot Workflow
HubSpot workflows give you the ability to interact directly with your Salesforce campaign. You can set up a workflow so that any contact that submits on a particular form gets set into a specific Salesforce campaign, along with the status. Follow the steps below to associate a contact with a Salesforce campaign and status within that campaign.
1. Create a HubSpot Workflow
First you’ll want to create a HubSpot workflow, which you can learn how to do here.
2. Set a Salesforce campaign
Within the workflow step, wherever that may end up in your lead nurturing workflow, you’ll want to do the following:
- Choose Set a Salesforce campaign as your action.
- In the next dropdown option, choose the name of the Salesforce campaign.
- Lastly, within this workflow step, select the status of the contact within your Salesforce campaign.
- Save the changes you've made within this step.
Please note that the Campaign Member Status set in Salesforce by the Workflow does not sync by default to the HubSpot contact property Status.
3. Activate workflow
Once all your changes are saved and you’re ready for your workflow to go live and begin performing the actions you set out, you’ll want to navigate to the top of your workflow and toggle the button to "On" to activate your workflow. When you have successfully done this, it will tell you that your workflow is active.
For even more information on using HubSpot workflows with your Salesforce integration, check out this article from our Workflows user guide.