Jun 25, 2019 11:23 AM
We would like set up our secondary CTAs to trigger an action in Salesforce. Specifically, when a prospect downloads content, we would like to add that contact to an existing Salesforce campaign. (After that we would like to take a number of filtering actions in SF, but I don't think that will require any interaction with HS).
Do you know if this is possible or how we would set this up? Would we just have them added to a HS list, and have that list sync with a specific SF campaign?
Thank you for your help.
Jun 25, 2019 1:11 PM
Lists and SF campaigns don't really sync, so that's not the solution.
The two primary ways to associate a contact with an SF campaign in HubSpot is with a form setting or a workflow. If you can use either of these methods, you should be good to go:
Hope this helps.