Sales Integrations

THyson
Member

SalesForce Campaigns in HubSpot

SOLVE

I have the integration set up.. I'm looking to set up a campaign in SalesForce and create a list using that campaign in HubSpot.  From what I've researched.. your campaign in SalesForce needs to be marked as 
"Active" but I'm not sure where to locate this in HubSpot.

0 Upvotes
2 Accepted solutions
AVij09
Solution
Member | Diamond Partner
Member | Diamond Partner

SalesForce Campaigns in HubSpot

SOLVE

Hi @THyson,

 

You can sync Campaigns directly to HubSpot, at enterprise level the integration has an option of syncing custom objects. Since the salesforce campaigns act is a custom object, it can be synced with a custom object   in HubSpot. Using this custom object you can create a workflow and use that workflow to tag the campaign name and add contacts associated with this custom object into a static list.

 

Here at Digital Reach we help clients set up their accounts to work as they want them. We have a lot of experience working with the SFDC integration and if you’d like to make a time to meet with us we see if we can make a custom solution for you to achieve your goals.

 

Best,
Aman Vij
https://digitalreachos.com/ 



Best,

Aman Vij
HubSpot Diamond Solution Partners
digitalreachos.com

View solution in original post

Aakar
Solution
Key Advisor

SalesForce Campaigns in HubSpot

SOLVE

Hi @THyson You can change the status of the Salesforce campaign in Salesforce, Go to the campaign details section, and set the campaign to active. 

To create a list, use a contact property called Campaign IDs, and select the salesforce campaign name. 

Thanks @TiphaineCuisset for the tag.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost

View solution in original post

3 Replies 3
Aakar
Solution
Key Advisor

SalesForce Campaigns in HubSpot

SOLVE

Hi @THyson You can change the status of the Salesforce campaign in Salesforce, Go to the campaign details section, and set the campaign to active. 

To create a list, use a contact property called Campaign IDs, and select the salesforce campaign name. 

Thanks @TiphaineCuisset for the tag.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
AVij09
Solution
Member | Diamond Partner
Member | Diamond Partner

SalesForce Campaigns in HubSpot

SOLVE

Hi @THyson,

 

You can sync Campaigns directly to HubSpot, at enterprise level the integration has an option of syncing custom objects. Since the salesforce campaigns act is a custom object, it can be synced with a custom object   in HubSpot. Using this custom object you can create a workflow and use that workflow to tag the campaign name and add contacts associated with this custom object into a static list.

 

Here at Digital Reach we help clients set up their accounts to work as they want them. We have a lot of experience working with the SFDC integration and if you’d like to make a time to meet with us we see if we can make a custom solution for you to achieve your goals.

 

Best,
Aman Vij
https://digitalreachos.com/ 



Best,

Aman Vij
HubSpot Diamond Solution Partners
digitalreachos.com
TiphaineCuisset
Community Manager
Community Manager

SalesForce Campaigns in HubSpot

SOLVE

Hi @THyson 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @Aakar @LaurenKennedy @MandyDROS do you have any suggestion for @THyson on this?

 

Thank you!

Best

Tiphaine


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