Historical campaign association on Salesforce contacts

greggelb — Thu, 10 Oct 2024 16:24:44 GMT

Hello,

(Quick note: We're in the process of deprecating the lead object in Salesforce as we build out our HubSpot<>SF integration.)

That being said, I want to export historical HubSpot campaign data (knowing HubSpot defines 'campaign' differently than SF, this is probably more likely to be historical workflow data) to contacts in SF.

To clarify a bit further, e.g. John Smith has been involved in HubSpot campaigns/workflows x,y,z and all were MQL actions we want to sync to Salesforce so that our sales team can see these historical campaign associations on the contacts' journey.

How do I export this type of historical data from HubSpot and import into Salesforce on the various objects (contact, campaign)? I want us to be able to look at 'Campaign History' in SF on the contact object and see the historical associations.

For net-new campaigns now that our integration is coming online, the SF sync via workflows should start taking care of this. This ask is more just a concern for historical at the moment.

Thank you.

Re: Historical campaign association on Salesforce contacts

greggelb — Thu, 10 Oct 2024 16:28:32 GMT

@Josh
@PamCotton
@Phil_Vallender
@karstenkoehler

I'm new to the community but I've seen your names floating around on integration questions. Please feel free to tag in the appropriate community members if I have not done so.

Thanks!

topic Re: Historical campaign association on Salesforce contacts in APIs & Integrations

Historical campaign association on Salesforce contacts

Re: Historical campaign association on Salesforce contacts