To link LeanData's routing and scheduling process to the leads/contacts created through your form, you’ll need to add a hidden field to your form following the steps below. This field will store the log id that should eventually be placed on your lead or contact record in Salesforce through your marketing automation. If you have your own process for accomplishing this, please feel free to skip this guide and go with whatever makes sense in the context of your setup.
To do this, first create a field on your contact object in Hubspot. This field can be called anything, but we recommend calling it “ld_bookit_log_id”. Just be sure to make note of what you name this field as you will be needing this in a later step.
This field should have a “Single-line text” field type as shown below.
Now that the property has been created, you’ll need to set up this property to map to a field on your lead/contact object in Salesforce.
Next, add this property as a field in your form. Ensure that this field is set as a hidden field so that it is not visible to users.
