Content download trigger Salesforce action

New Contributor

Hello,

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.

 

Rachel

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Community Thought Leader | Diamond Partner

Hi @scribblesscrawl 

 

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.

Phil Vallender | Inbound marketing for B2B technology companies