First campaign source in sales force

Smart CRM & Sales Hub CRM
1

Hello ,

I have added a field in SF named: first campaign source to the lead( in order to evaluate my campaigns in the future ) but from some reason, it is not working well with Hubspot, I see only a strange code… is someone knows how should I solve it?

Thanks

Adi

2

Hi, @Adi. It sounds like you’re talking about the standard field representing the opportunity-campaign association in Salesforce. What you’re actually seeing is a string of characters, representing the ID of the campaign record that’s associated with the opportunity in Salesforce.

That kind of a field - a lookup - is a reference to an entirely separate record. Its value is its own identifier in the system, and that’s what syncs to HubSpot. In general, mapping lookups to HubSpot from Salesforce isn’t too valuable, other than a ID is known/ID is unknown sort of evaluation.

Try creating a formula field on the opportunity that points to the primary campaign’s name (or some other specific field data on the campaign), map that to HubSpot, then resync deals. You’ll see the desired campaign value, instead of its Salesforce ID, after the sync.

3

Hi , and again thannks for your reply…

i lost you at the last sentence ,“Try creating a formula field on the opportunity that points to the primary campaign’s name (or some other specific field data on the campaign), map that to HubSpot, then resync deals. You’ll see the desired campaign value, instead of its Salesforce ID, after the sync.”

I’m only talking about campaigns without opportunities … I’m also not sure that I know how to make a formale .. What’s strange is that I can see the source when the lead came online, I mean, I’ll see if he did Google serch but if I upload a list after an event I’ll see This long code …:frowning:

4

You originally wrote “I see only a strange code…” with regards to some sort of campaign mapping on your deals. The reason this happens is because you’ve mapped something that returns the campaign’s ID in Salesforce. This sounds like the “strange code” you wrote about.

Instead of mapping the Salesforce opportunity field which has the campaign ID, create a formula field on the opportunity which returns some other data from the campaign which is readable, like the campaign’s name. Then, map that formula field containing the campaign name to deals in HubSpot. After resyncing records, the campaign source value you’re looking for will appear in HubSpot.

I’m confused by the last reply. Your original post was about campaign information syncing to HubSpot, but not displaying the way you’d expected. Then, you wrote about “campaigns without opportunities”. You’re not going to be able to sync campaign data, only opportunity data. As a result, if you want campaign information in HubSpot, you need to create some sort of calculated field on something HubSpot does talk to.