Lists, Lead Scoring & Workflows

KSteptoe
Member

SalesForce Campaigns in Workflow Not Syncing

SOLVE

I've built a workflow in that fires off different actions based on which dates people have chosen to attend a specific event. I would like to add the people who are enrolled to different SalesForce campaigns based on which dates they pick, so have executed this through various branches and all looks to be set up okay. However, the contacts aren't actually syncing through to the campaign in SalesForce when I've been testing it. The campaign is "Active" in SalesForce which is how I've pulled it through, and I followed the usual process/instruction for pulling it through into the campaign. Just can't figure out why it's not actually syncing? Is the sync not instant and maybe I'm being impatient?

 

All thoughts and help appreciated!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

SalesForce Campaigns in Workflow Not Syncing

SOLVE

Hi @KSteptoe,

 

Have you checked the workflow actions log for the contacts where this is happening? https://knowledge.hubspot.com/workflows/understand-your-workflow-details-page

Typically the issue is that the workflow is trying to set the campaign before the workflow is synced to Salesforce. In that case, you'd have to delay until the record is synced.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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KSteptoe
Member

SalesForce Campaigns in Workflow Not Syncing

SOLVE

Hi @karstenkoehler - just a heads up this fixed my problem! Thanks very much for your help!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

SalesForce Campaigns in Workflow Not Syncing

SOLVE

Hi @KSteptoe,

 

Have you checked the workflow actions log for the contacts where this is happening? https://knowledge.hubspot.com/workflows/understand-your-workflow-details-page

Typically the issue is that the workflow is trying to set the campaign before the workflow is synced to Salesforce. In that case, you'd have to delay until the record is synced.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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KSteptoe
Member

SalesForce Campaigns in Workflow Not Syncing

SOLVE

Hi @karstenkoehler 

Thanks for helping out - I think you're right, it's saying there is an error because there isn't a corresponding contact in SalesForce, however I can see the contact in SalesForce so not sure why it's logging as an error for this reason. I can see online it says it takes 10-15 minutes for changes to sync from HubSpot to SalesForce, so I have added in a delay that means the campaign is not updated until 25 mins after someone fills in a form, that way if a new contact is created, it should have time to sync over before I then try and sync them to the campaign.


Will keep you posted as to if this works! If you have any other thoughts or tips please do let me know!

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