HubSpot Ideas

ramatoG2

Allow Salesforce Campaign Statuses

Hi! 

 

It would be very helpful to have the ability to filter and set workflow triggers for Salesforce Campaign Statuses. Currently, we can filter lists by Salesforce Campaign and we can use it as a trigger for workflows, but we cannot take it a step farther by creating lists or triggering workflows based on the status of that campaign (such as "responded" or "sent"). 

 

The only option available is to set a Salesforce Campaign with a status in a workflow, but that doesn't help with the use case above. 

17件のコメント
simonh321
参加者

Yep, agree with this. Sounds like an obvious requirement so I was surprised it doesn't already exist.

jameervin
参加者

100% agreed, it is beyond time to allow filtering by campaign status, this is standard in other marketing automation tools and has been for years now.

tamgraves
メンバー

PLEASE add this feature.  

jwiedenheft
投稿者

We've had this come up a few times as well. Would be a great feature to add.

AmyDwyer
メンバー | Elite Partner

we would urgently need this

Pedels01
メンバー

Hi all, curious how you are dealing with this issue today given that it is NOT an available feature? We have our sales team updating campaign status in salesforce (they get a call from a prospect who saw our email, for example), but when the sales team updates the status in Salesforce, HubSpot doesn't know it. 

 

How do you deal with this given the shortcoming?

ramatoG2
投稿者

@Pedels01 -- Right now we set statuses by using a workflow. So, for instance, in Salesforce we'll create the custom status "Open," and then, in HubSpot, we'll build a workflow to automatically set the status to "Open" for anyone who opened that email. 

 

However, later on, if we want to filter or sort by that "Open" status, we have to run a "Campaign with Campaign Members" report in Salesforce and then download it as a csv file. From there, we upload it into HubSpot to create a list.

nicknemethy1
メンバー

Yes please make this happen スマイリー ハッピー

jhjohnson527
メンバー

Really would love to see this happen!!

JulieHorville
メンバー

Yes, it's essential for a proper lead scoring when using SFDC as a CRM and Hubspot as a marketing automation platform.

CPeterson
メンバー

Yes, please add this function asap. If you want people to work in the Sales Hub this is critical to workflow. Thanks.

Vivre
参加者

Pleeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeease, it's 2022!

LBell1
メンバー

Really need this kind of functionality!

AdeleTib
投稿者

Yes! Desperately in need of this functionality. 

SFreas
投稿者

Yes please! Trying to kill off our Pardot and be HubSpot only. I'm having to write Salesforce flows to move statuses to fields on the contacts.

HanzWil
メンバー

Definitely need this!

HanzWil
メンバー

We need this aswell!