It would be great to be able to select campaign properties in workflows. We have workarounds for this, but it isn’t great at scale.
An example: Add the campaign name and additional information to a deal once the deal is created.
Currently, we have a workflow that creates a deal once a form is submitted. Within the deal, we would like to see the campaign name that is associated with the deal. If we could also create another workflow that adds the campaign name to the deal this would help our team better understand quickly the relationship of the deal.
Our workaround right now includes hidden fields in forms, many forms, and many landing pages. And is not scalable.
We have different Deal Pipelines for different services. I want to add MQL’s via workflows to the appropriate Pipeline automatically. The easiest way would be to select the Campaign name in the workflow and point it to the right Deal stage in the right pipeline. Currently, I have to select each form, website page, email, etc manually in the workflow for each pipeline. SImply selecting the Campaign name would make it so much easier…
I’m scrambling around looking for a way to refer to an ad campaign, ad set, or ad name in workflows. It seems like the only point at which I can do this is in workflow triggers. I don’t understand how telling sales reps the name of the ad being responded to isn’t a super basic piece of information, so I assume it’s in there somewhere and I’m just failing to find it.
Hi! Thanks so much for taking the time to write this up!
We’re currently running a private beta that makes Campaigns available as an object in workflows and adds contact-based enrollment when a contact is influenced by a campaign. That means you can use campaign properties (like name, status, dates, owner, budget/spend) directly in workflows, and you can trigger automation when a contact is “influenced” by a specific campaign.
Join the beta here: https://app.hubspot.com/l/product-updates/?rollout=283923
If your goal is to use a workflow to make sure each contact is correctly linked to the campaign that influenced them, that linking will now be handled automatically in the CRM as part of a separate private beta: https://app.hubspot.com/l/product-updates/?rollout=285001
Once this is live in your account, you shouldn’t need a separate workflow just to maintain that association — the campaign influence data will be brought directly into the contact record.
Worth joining both and giving them a try 