Add to SFDC Campaign add-to-sfdc-campaign
Overview overview
This flow step can be used in Marketo campaigns or as a single flow step to add people as leads in a Salesforce campaign. If the lead does not yet exist in Salesforce, it will automatically be synced over and added to the campaign with the specified status.
Usage usage
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Find and select the Salesforce campaign you want to add your leads to.
note tip TIP If you can’t see a Salesforce campaign in the campaign list: - Make sure the campaign sync is enabled.
- Confirm that your Marketo Sync User is a Marketing User in Salesforce.
note tip TIP You can use Salesforce campaign My Tokens to make program cloning easier. -
Select the Salesforce campaign member status you want to assign to leads when they’re added.
note caution CAUTION If a person is already a lead member of the Salesforce campaign, they will be skipped and their status will NOT be updated. You can use change their status in an SFDC campaign instead.