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. 

13 Replies
simonh321
Participant

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

jameervin
Participant

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
Member

PLEASE add this feature.  

jwiedenheft
Contributor

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

AmyDwyer
Member | Platinum Partner

we would urgently need this

Pedels01
Member

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
Contributor

@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
Member

Yes please make this happen Smiley Happy

jhjohnson527
Member

Really would love to see this happen!!

JulieHorville
Member

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

CPeterson
Member

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

Vivre
Participant

Pleeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeease, it's 2022!

LBell1
Member

Really need this kind of functionality!