To link LeanData's routing and scheduling process to the leads or contacts created through your HubSpot form, you'll need to add a hidden field to your form using the steps below. This hidden field stores the BookIt Log ID that will later be passed to the Salesforce record via your marketing automation platform.
If you already have a custom method to accomplish this, feel free to skip this guide and use the approach that best fits your workflow.
Click on your form and the Edit Form Field button in your page editor.
Add a hidden field to your form. You can name this Field Name and ID anything you'd like, but we recommend using ld_bookit_log_id.
⚠️ Important: Make sure to note the exact Field Name and ID of this property —you’ll reference it in a later step.
⚠️ Reminder: Be sure to connect this hidden field to your marketing automation or CRM process to ensure the value is stored on the SFDC lead/contact record when the form is submitted.
⚠️ Reminder: Be sure to connect this hidden field to your marketing automation or CRM process to ensure the value is stored on the SFDC lead/contact record when the form is submitted.