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

Last updated: November 17, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

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.

  • In your HubSpot Marketing Professional or Enterprise account, navigate to Contacts > Workflows.
  • Click New workflow.
  • Choose a type of workflow and set the enrollment criteria for your workflow.
  • Click the + icon to add an action and select Set a Salesforce campaign.
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 and click the switch at the top 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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