Boosting Your CRM Productivity

Appendix C – Integration with HubSpot Forms

If you are using HubSpot web forms to capture leads on your website, you need to do a minor customization to the web forms so that the two fields required by the AdIntel App are populated properly when the visitor clicks the submit button. The update of the two AdIntel fields is done in the onFormSubmit() handler of the standard javascript code provided by HubSpot.

Prerequisites:

  1. You have included the following AdIntel javascript on your web site, just before the body tag:
    
    
  2. HubSpot is integrated with your Salesforce CRM org and is configured to push leads captured from web forms to Salesforce.

Procedure:

  1. Create the web form as you normally do with the HubSpot form builder.
  2. Add the AdIntel fields ads__landing_url__c and ads__referral_url__c as hidden fields to the form.
  3. Do any other necessary customizations and save the form.
  4. Implement the following javascript code on the web page where you will be displaying the form. It is assumed that the names of the two AdIntel fields in the generated HTML are ads__landing_url__c and ads__referral_url__c. In case HubSpot creates different names for these two fields, please adapt the javascript accordingly.
  5. Make a test to check that the AdIntel fields are being populated properly.
  6. Done. AdIntel is now integrated with your HubSpot web form. Please repeat this procedure for all other HubSpot forms.

Example:


Reference: HubSpot Forms
 

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