Trigger workflows off Salesforce campaign statuses

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Occasional Contributor

Hiya,

 

I've seen a few ideas and questions about being able to trigger workflows off Salesforce campaign statuses. Has anyone managed to set this up? Is there a timeline from hubSpot on when this functionality will be released? Its a basic function that everyone uses almost every day.

 

Thanks

Natali

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Community Thought Leader | Diamond Partner

Hi @Natali 

 

HubSpot's Salesforce connector can only see contact, company and deal objects. If you can build a process on the Salesforce side (for example using process builder) to flatten campaign status down to one of these objects, then you could sync that information to HubSpot and use it to trigger a workflow. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Community Thought Leader | Diamond Partner

Hi @Natali 

 

HubSpot's Salesforce connector can only see contact, company and deal objects. If you can build a process on the Salesforce side (for example using process builder) to flatten campaign status down to one of these objects, then you could sync that information to HubSpot and use it to trigger a workflow. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies