When inserting a lead or a contact from a webform, marketers will generally want it to be assigned to a campaign, as a campaign member with a campaign member status.

It would be outstanding that a "lead + campaign member" and a "contact + campaign member" object types be proposed that would enable it easily.

Best regards,
Greg

Comments

chriscalip’s picture

chriscalip commented
Assigned: Unassigned » chriscalip
gregoire@inficiences.com’s picture

gregoire@inficiences.com commented

Of course, this feature would require that the module queries salesforce to get a list of campaign and for each of them, the list of possible campaign member status.
Each campaign has a default campaign member status though, and being able to insert lead and make it a campaign member with the default status would be already a great capability.
Has a very experienced user of campaigns in salesforce, do not hesitate to ask any question if you need so.

jgrr’s picture

jgrr commented

Just bumping this feature request. I'm trying to figure out a kludge that'll get me this functionality for the moment, but this seems like a key feature for a module like this.

Absent this feature, I'll probably have some hidden form field that populates a custom SF field, and use a trigger to automatically add people to campaigns based on this field, but that's ugly. It uses an unnecessary custom field in Salesforce and requires some custom code, all of which consumes Salesforce resources and leaves the possibility of all manner of errors.