HubSpot: Using Webcast History to Add Leads to a Salesforce Campaign

If you are using HubSpot's integration with Salesforce in conjunction with the BrightTALK Connector for HubSpot, you can use a Workflow to add leads to a Salesforce Campaign with the correct status. 

 

Below is a template that utilizes the custom field "Activity History" and the default HubSpot field "Last activity date" to add leads to Salesforce Campaign called "BT- Benchmarks Report 2018." 

HubSpotSalesforceWorkflow_History.png

Screen_Shot_2019-05-29_at_10.18.01_AM.png

 

 

Please note:

  • The second screenshot notes the "Re-enrollment" criteria which is critical for making this Workflow operate correctly.  To set the re-enrollment criteria, click on the "Enrollment Criteria" box in your Workflow, then select "Change re-enrollment options" on the right-hand side.

  • This method uses Webcast ID.  If you'd prefer to use Webcast Title, please see this article.

 

 

Comments







Powered by Zendesk