HubSpot recently released the ability to trigger workflows via campaign influence. Unfortunately, none of the triggering campaign data is available in the workflow. As a user, i could create a workflow for each campaign, but that wouldn’t scale well.
As a user, I would like to create workflows that are triggered by campaign influence, and allow to populate information from that campaign to other object, allowing me to create a single scalable workflow that can copy things like campaign name, or other custom fields.
Hi! thanks for the feedback!
Would you mind expanding on the use case a little be more? Why would you want to populate information from a campaign to another object? Would be great to hear your end to end flow ideas!
Dean
I typically categorize campaigns using a field, and would like to create an automation for ‘First Touch’ of a specific campaign type - i would also like to update a deal property with the campaign name if a contact associated with that deal has ever been influenced by a specific type of campaign.
Hi @PLachance8 , I continued this discussion we have going across another thread: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Trigger-Contact-associated-with-campaign/idi-p/1199624