Creating Salesforce Leads + Campaign Member + Campaigns

Hi - I have this scenario for a Jotform form submission: I want to create a Salesforce Lead record which can also create / associate to a Campaign Member object record (and fill in some fields there) which is part of a specific Campaign record in Salesforce.

This is a core use case of ours. How can I do this through Jotform? Thanks.

Hi Benjamin,

Thanks for reaching out to Jotform Support. Let me help you with that:

To create a Salesforce Lead and associate it with a Campaign Member linked to a specific Campaign through Jotform, you need to integrate your form with Salesforce and provide the Campaign ID in the integration settings.

Here’s how to do it:

1. Go to your form's Settings tab and select Integrations.
2. Search for Salesforce and authenticate your Salesforce account.
3. Select the action to create or update a record.
4. Choose Salesforce Objects: Map your form fields to create a Lead record and also map fields for the Campaign Member object.
5. Provide the Campaign ID: Find your Campaign ID in Salesforce by clicking on the Campaign and copying the ID from the URL, then enter it in the integration settings.
6. Save the integration to complete the setup.

This setup will allow your form submissions to create a Lead, associate it with a Campaign Member record, and link it to the specified Campaign.

Give it a try and let us know how it goes.

Thanks let me try it out and get back to you

Hi Benjamin,

Thank you for your message. One of our Support Team members has now taken over this thread and will assist you further.

Best regards,
Jotform Support

Hi - when you say "Provide the Campaign ID: Find your Campaign ID in Salesforce by clicking on the Campaign and copying the ID from the URL, then enter it in the integration settings." - where in integration settings do I put the Campaign ID are you referring to?

Hi Benjamin,

The Salesforce integration in Jotform lets you create or update records such as Leads, Contacts, and Accounts, but it does not have a built-in option to directly associate submissions with the Campaign Member object or automatically link them to a specific Campaign. A common workaround is to:

1. Map your form fields to create a Lead record in Salesforce.
2. Use a Salesforce Flow or Process Builder to automatically create a related Campaign Member record when a new Lead is created, and associate it with the specific Campaign.
3. In your flow, you can also map extra fields from the Lead into the Campaign Member record.

If you want more flexibility, another option is to use a middleware tool like Zapier, Make, or a custom API connection, which can create both the Lead and Campaign Member records directly after a submission. That way, you can ensure each new form submission not only creates the Lead but also automatically ties it to your Campaign as a Campaign Member.

Give it a try and let us know if you need any help.

Thanks! I will review with my team

When working with Salesforce, linking leads to campaigns is key for tracking engagement and attribution. I create leads first, then associate them with active campaigns via Campaign Members—this helps monitor response rates effectively. I also integrate Phonexa into my workflow to sync external lead sources, ensuring every campaign touchpoint is accurately captured and reported. It closes the loop beautifully.