Help! I’m trying to set up a zap that will take a wufoo form submission, create it as a lead in salesforce and assign it to a specific campaign. I can get the lead into salesforce, but I don’t understand how to attache that same lead to the campaign, it keeps asking me to either search or ?? can anyone give me a walkthrough, I’ll pay you!!! 😨 I’m so frustrated!
Best answer
Help! Figured out low to load a lead to salesforce, but I can't figure out how to tell the system to then take that lead and add it to a specific campaign!
Best answer by Troy Tessalone
Hi
Good question.
Try these Zaps steps:
- Trigger: ???
- Action: Salesforce - Create Record
- Action: Salesforce - Add Lead to Campaign
- Use the Lead Record ID from Step 2 using the ‘custom’ option as indicated here: https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action
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+14- Zapier Orchestrator & Solution Partner
- Answer
Hi
Good question.
Try these Zaps steps:
- Trigger: ???
- Action: Salesforce - Create Record
- Action: Salesforce - Add Lead to Campaign
- Use the Lead Record ID from Step 2 using the ‘custom’ option as indicated here: https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action
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