As a company we are heavy users of the Salesforce campaigns, as a marketing team we really enjoy the Hubspot campaigns. But we really do miss an integration between the two objects. Even though they don’t have the same goal (SF/HS) there is definitely a bit of overlap.
We would like to have an (configurable) intergration between the Hubspot Campaigns and Salesforce Campaigns.
Syncing the following:
If an opportunity is created in Salesforce add the value as deal created to the Hubspot opportunity.
Sync campaign members to an list in Hubspot with Campaign Member status
Sync campaign start- & end date
Sync campaign status
Sync campaign budget
Sync Hubspot E-mail campaigns back as activity on Salesforce campaign
Auto create a field to link to Hubspot Campaign and vice versa from Hubspot to the Salesforce campaign
Create a related object in Salesforce to show assets belonging to the campaign.
This would make the integration between Hubspot and Salesforce so much better and also allowing for a much better alignment between sales and marketing!
I definitely applaud the idea of better integration, but my experience indicates that the SFDC Campaign is a fundamentally different animal to the Camapign concept in HubSpot - in fact using the same name is just downright confusing! As you say, there are different goals in play.
A lot of the ideas detail here does exist I think - opportunities<>deals for example - but given the competitive forces at play I don’t know if this is likely to get better for the immediate future.
Hi Steve,
Thanks for your view on the matter. I do think it really depends on the situation, for us it would make a lot of sense to create a connection between the two. Especially since we want marketing and sales to be alot more aligned.
The opportunity<>deal sync is already there and on Salesforce there is already an connection to the campaign. So once there is an connection between SF and HS campaigns it shouldn’t be to hard.
Not everything needs to be synced. The two really could expand each other.
I definitely agree with this. But it would require someone of a different configuration on the campaign object. First of all campaign statuses. So perhaps you would need to create custom properties on the campaign before this sync could happen.
Also campaign members requires a member status for a sync.
I don’t care about assets in salesforce campaigns. More that campaigns themselves are in sync, and I don’t need to create in both places. and, if possible, contacts are added and statuses are updated
Hi all - I’m a product manager on the Campaigns team. We have started to work on an enhancement to our existing HubSpot <> Salesforce integration to allow Campaigns and Campaign Members sync bidirectionally between HubSpot and Salesforce. I will keep this post updated as we move this into a beta.