HubSpot: How do I add webinar 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 Message" to both enroll and re-enroll the leads in the workflow.  Activity Message has three potential values:

-Registered for [Webcast Title]

-Viewed [Webcast Title] Live

-Viewed [Webcast Title] On-Demand

Template:

Screen_Shot_2019-08-06_at_12.43.09_PM.png

Screen_Shot_2019-08-06_at_12.47.36_PM.png

 

 

Please note:

  • The "No" branch on the "Registered for..." action is critical.  This will ensure that only leads from this specific webinar are added to your Salesforce Campaigns.

  • The second screenshot notes the "Re-enrollment" criteria which is also 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 Title.  If you'd prefer to use Webcast ID, please see this article.  

 

 

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