Salesforce Campaign Attachment from List UploadSOLVE
Jul 3, 2019 5:42 PM
This may have been covered in another post, but we really need the ability to attach leads to campaigns from list uploads. If we are providing Hubspot with the Campaign ID in our list upload, then the system should be able to match and attach the lead accordingly. This would save us a lot of time. Today, we have to create a workflow that only attaches to one campaign at a time per branch so at most 19 campaigns can be assigned until you have to roll it into a new workflow. This unfortunately does not help if new campaigns are added regularly to Salesforce. We have a lead upload template where we ask our teams for this ID in addition to other fields we need to create/update a lead. This would be a life saver. It would be like having a vlookup within the tool that also attaches and assigns a member status.
Solved! Go to Solution.
Jul 5, 2019 9:59 AM
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.