Workflows

How do I add a contact to a Salesforce campaign with a HubSpot workflow?

Last updated: May 15, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise

To add a contact to a Salesforce campaign with a HubSpot workflow:

Please note: It is only possible to set the campaign for a contact after they have successfully synced to Salesforce.

User-added image
  • Set the Campaign Name and the Status. The default status options are Sent, Received, or Responded. If you've created custom statuses in Salesforce, those values will appear here as well.
  • Click Save.
  • Add any additional actions that you want to include in the workflow, then click Review in the top right corner. Review your workflow settings, then click Activate to turn the workflow on.
With this action, the workflow will set the contact's Salesforce Campaign ID and add them to the campaign itself with the selected Campaign Member Status when they sync back to Salesforce.

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