How to pass HubSpot campaign data into Salesforce campaigns?

[RCronan4]

I can see from a variety of online sources that HubSpot campaigns can be connected to Salesforce campaigns.

1. Is the syn bi-directional?
2. How does Salesforce's multi-touch attribution app work with HubSpot's campaign attribution reporting?
   1. Is it possible?
   2. Is it out of the box?
   3. What's needed to make it work?

[trevordjones · Accepted solution]

Hi @RCronan4 and thanks for the tag @PamCotton !

Pam's post pretty much hits the nail on the head here.  The objects are really dissimilar and are made up of different things.  

As she indicates, we can use HubSpot Workflows to manage memberships in Salesforce Campaingns and we can set the status of campaign members. 

We could trigger these workflows when contacts interact with the assets in an associated HubSpot Campaign using either the First Touch Converting Campaign Property, the Last Touch Converting Campaign property, or by creating a list in HubSpot based upon interactions with any of the assets in a given campaign individually and enrolling those list members in the Salesforce campaign.

As Pam indicates, we can use the Salesforce Campaign ID to build a list in HubSpot, but that won't add them to attribution in the HubSpot Campaign.

We also can't set the revenue goals, budget, or actual spend in a campaign from HubSpot to Salesforce.

Maybe you could give us a little more insight into what you are trying to accomplish, and we can help design a solution that will work for that?

[DGarg · Accepted solution]

Hi @RCronan4 

HubSpot campaigns and Salesforce campaigns are dissimilar to each other. 

But if you want to add any contact or lead to a salesforce campaign or change their campaign member status, then we can do this through automation.

For more details, i have added the knowledge base links which help to understand them breifly: 

HubSpot campaign: https://knowledge.hubspot.com/campaigns/understand-campaigns

Salesforce campaigns: https://help.salesforce.com/s/articleView?id=sf.campaigns_def.htm&type=5

I hope this will help you out. Please mark it as Solution Accepted and upvote to help another Community member.
Thanks!

[AlbertBer · Accepted solution]

I’ve worked with HubSpot and Salesforce integrations, and the native connector typically handles one-way syncing. For a bi-directional setup, I’ve used Skyvia, which ensures HubSpot campaign data syncs smoothly with Salesforce while preserving attribution info on both platforms. You might also explore tools like Hevodata, Fivetran, or Airbyte.

[AlbertBer · Accepted solution]

I’ve worked with HubSpot and Salesforce integrations, and the native connector typically handles one-way syncing. For a bi-directional setup, I’ve used Skyvia, which ensures HubSpot campaign data syncs smoothly with Salesforce while preserving attribution info on both platforms. You might also explore tools like Hevodata, Fivetran, or Airbyte.

[trevordjones · Accepted solution]

Hi @AlbertBer 

Your information about the native connector is a bit dated here. HubSpot now offers two-way custom object sync, so it's entirely possible to create a Salesforce Campaign object and a Campaign member object in HubSpot and sync them bi-directionally, although custom objects do require an Enterprise subscription.

[DGarg · Accepted solution]

Hi @RCronan4 

HubSpot campaigns and Salesforce campaigns are dissimilar to each other. 

But if you want to add any contact or lead to a salesforce campaign or change their campaign member status, then we can do this through automation.

For more details, i have added the knowledge base links which help to understand them breifly: 

HubSpot campaign: https://knowledge.hubspot.com/campaigns/understand-campaigns

Salesforce campaigns: https://help.salesforce.com/s/articleView?id=sf.campaigns_def.htm&type=5

I hope this will help you out. Please mark it as Solution Accepted and upvote to help another Community member.
Thanks!

[trevordjones · Accepted solution]

Hi @RCronan4 and thanks for the tag @PamCotton !

Pam's post pretty much hits the nail on the head here.  The objects are really dissimilar and are made up of different things.  

As she indicates, we can use HubSpot Workflows to manage memberships in Salesforce Campaingns and we can set the status of campaign members. 

We could trigger these workflows when contacts interact with the assets in an associated HubSpot Campaign using either the First Touch Converting Campaign Property, the Last Touch Converting Campaign property, or by creating a list in HubSpot based upon interactions with any of the assets in a given campaign individually and enrolling those list members in the Salesforce campaign.

As Pam indicates, we can use the Salesforce Campaign ID to build a list in HubSpot, but that won't add them to attribution in the HubSpot Campaign.

We also can't set the revenue goals, budget, or actual spend in a campaign from HubSpot to Salesforce.

Maybe you could give us a little more insight into what you are trying to accomplish, and we can help design a solution that will work for that?

[Jnix284]

Thanks for the tag @PamCotton, between your info and @trevordjones I think that just about covers it!

[PamCotton]

Hey @RCronan4, thank you for posting in our Community!

Although both HubSpot and Salesforce have campaigns, these two objects do not correspond to each other.

• HubSpot campaigns: this refers to a group of related marketing assets and content, under a certain marketing campaign.
  • Associating marketing assets and content in HubSpot to a campaign allows you to measure the effectiveness of your collective marketing efforts.
  • HubSpot campaigns cannot sync to Salesforce.
• Salesforce campaigns: manage outbound marketing campaigns with various marketing collateral. Salesforce campaigns can sync limited data to HubSpot:
  • If a Salesforce lead or contact is associated with a Salesforce campaign, the Salesforce Campaign ID field will sync to their HubSpot contact record. This property can also be used to segment contacts in HubSpot.
  • Contacts can be added to a Salesforce campaign from a HubSpot form or workflow.

I want to share this knowledge base here with more information. When we import an SFDC campaign from Salesforce to HubSpot, we're actually importing the records associated to the campaign ID.

I want to invite our top experts to share their suggestions @Jnix284, @DGarg, @trevordjones any recommendations for @RCronan4?

Thank you,

Pam