Using Forms to Enter Multiple Contacts at Once & syncing to Salesforce
Hello,
I've seen other posts for creating multiple contacts at once using workflows so I have that all setup. Now we are trying to sync those additional emails (think individuals signing a guest up on the form) to a campaign in salesforce. Is this possible? From my current testing it is only syncing the individual that filled out the form.
Using Forms to Enter Multiple Contacts at Once & syncing to Salesforce
In HubSpot, syncing additional contacts (guests signed up on a form) to a campaign in Salesforce can be achieved, but it may require some configuration and possibly manual steps depending on your specific setup. Here's a general guideline on how you can accomplish this:
Make sure your Salesforce integration settings in HubSpot are correctly configured to sync contacts and campaigns. This typically involves mapping HubSpot properties to Salesforce fields and ensuring the synchronization settings are enabled.
**Step 2: Use the Parent-Child Relationship**
In Salesforce, you can establish a parent-child relationship between contacts. The primary contact (the one who filled out the form) becomes the parent, and the additional guests become children associated with the parent.
**Step 3: HubSpot Workflow for Additional Guests**
Set up a HubSpot workflow that triggers when a new contact is created or updated due to the form submission. This workflow should:
- Check if there are any additional guests associated with the primary contact. - If there are additional guests, create separate contact records for each guest in HubSpot.
**Step 4: Salesforce Campaign Sync**
To sync the primary contact and additional guests to a Salesforce campaign, you may need to consider the following:
- **Primary Contact**: The primary contact (the one who filled out the form) should ideally be associated with the campaign during the form submission process or through a separate workflow.
- **Additional Guests**: Salesforce campaigns typically don't support a direct relationship with contacts. Instead, you may need to create a custom field (e.g., a multi-select picklist or a custom lookup field) in Salesforce to associate contacts with a campaign. Then, within your HubSpot workflow, set the value of this custom field for both the primary contact and the additional guests to link them to the desired campaign.
- **Manual Steps**: Depending on your Salesforce setup, there might be some manual steps involved in associating contacts with campaigns. Salesforce administrators might need to ensure the custom field is set up correctly and provide guidance on how to link contacts to campaigns.
Remember to thoroughly test this process in a sandbox or test environment to ensure it works as expected before implementing it in your live system. Additionally, Salesforce and HubSpot configurations can vary, so consulting with your organization's Salesforce and HubSpot administrators or support teams can be beneficial to tailor this solution to your specific needs.
