Jun 24, 2021 10:38 AM
Does HubSpot have the equivalent of a Salesforce Campaign Member?
Like in Salesforce, we structure our company events as Campaigns and then store event-specific information at the Campaign Member level, so we can track this information while not having it live at the Contact level where it would be overwritten by each new event.
I know we could potentially use Deals to store this type of information, but that doesn't seem like the best place to store it. Is there an equivalent of a Salesforce Campaign Member object that I could use to store event-specific information that is related to a Contact?
Jun 25, 2021 5:49 AM
Thank you for reaching out.
I don't see something similar in HubSpot for this but I want to tag some experts that know both Salesforce and HubSpot to see what they think - @Aakar @StefaniUAT @BNGUYEN do you have any thoughts for @JChen1 on this?
Jun 28, 2021 5:08 AM - edited Jun 28, 2021 5:08 AM
HubSpot and Salesforce campaigns are two different things. Generally, I create a list in HubSpot based on the Salesforce campaign name and segment the contacts accordingly.
Alternatively, you can create a HubSpot custom object for these things, IMO. I've not made a custom object yet, so I can't say much about it.
Jun 28, 2021 9:31 AM - edited Jun 28, 2021 9:31 AM
The goal is to have a contact record specific to an event though. For example, I attend 3 different corporate events. In Contacts object, I would only want to have 1 Contact for myself, but I would want to have 3 Event-specific Contact records (i.e. Campaign Members in Salesforce). These 3 event-specific Contact records would have custom fields that stored various event information like my engagement score, duration spent at event, etc for each individual event. I can't store these at the contact record because it would be scalable as I could be attending a bunch of different events. Is there no standard object that I could use for this type of Campaign Member functionality?