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.
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.
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.