Marketing Integrations

CDupuis
参加者

HubSpot Contact Property "Salesforce Campaign ID"

解決

Hi there, does anyone know if there is a way to have the Salesforce Campaign ID (contact property in HubSpot that concatenates a list of all the Salesforce campaign IDs the contact has been enrolled in) to only append the campaign IDs of the campaigns the contact actually responded to/engaged in? 

 

Context: When we determine our initial distribution list for an event, we add all contacts that we are going to send an invite to as campaign members to the related campaign in Salesforce. From here, if they registered, registered + attended, or registered + did not attend, the campaign member status is updated accordingly and all of these statuses are considered "Responded" - as opposed to the default of "Sent". That being said, is there a way we can configure the HubSpot property of "Salesforce Campaign ID" (the concatenation of all the Salesforce campaigns the contact is enrolled in) to only include the IDs of campaigns that they have actually responded to? 

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LaurenRyan
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

HubSpot Contact Property "Salesforce Campaign ID"

解決

@CDupuis unfortunately the integration for Salesforce campaigns is fairly limited. This field will show all campaigns that a contact is a member of. The best workaround for this is a Salesforce property that's updated via a flow with all campaigns that meet your criteria. Ideally, you use the native HubSpot property for all campaigns that they've been a member of. Then, a new field in Salesforce for Registered + Attended or Registered + Didn't Attend populated via a Flow and synced to new HubSpot text properties (or multi-select if you want to get savvy & keep things really up to date!).

 

Here's a blog post showing how to do this! Thanks for the content inspiration. 🙂 

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2件の返信
LaurenRyan
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

HubSpot Contact Property "Salesforce Campaign ID"

解決

@CDupuis unfortunately the integration for Salesforce campaigns is fairly limited. This field will show all campaigns that a contact is a member of. The best workaround for this is a Salesforce property that's updated via a flow with all campaigns that meet your criteria. Ideally, you use the native HubSpot property for all campaigns that they've been a member of. Then, a new field in Salesforce for Registered + Attended or Registered + Didn't Attend populated via a Flow and synced to new HubSpot text properties (or multi-select if you want to get savvy & keep things really up to date!).

 

Here's a blog post showing how to do this! Thanks for the content inspiration. 🙂 

TiphaineCuisset
コミュニティーマネージャー
コミュニティーマネージャー

HubSpot Contact Property "Salesforce Campaign ID"

解決

Hi @CDupuis 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @Josh @Aakar @LaurenRyan do you have any thoughts for @CDupuis on this? 

 

Thank you!

Best

Tiphaine


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