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aishdetroitAsked on February 23, 2021 at 3:51 PM
Im trying to get the forms to create a new contact in a campaign and having trouble.
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Zahra_SReplied on February 24, 2021 at 8:57 AM
Hi there!
We are testing the new version of salesforce integration on our end. Please allow us some time to test it and find a solution for you. We will get back to you soon.
Feel free to contact us if you need further assistance.
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Zahra_SReplied on March 2, 2021 at 2:51 PM
Apologies for the delay.
It took us some time to find a workaround to add a contact in a specific campaign. One of my colleagues assisted me in finding a solution for you.
Please follow the steps below:
Step 1: Choose "Create or update a record" and add "Contact". This guide will help you create a contact action: https://www.jotform.com/help/1063-how-to-integrate-jotform-with-salesforce.
Step 2: Add a new action and choose "Campaign Member". Select the Campaign in which you want to add a new contact. Choose "Contact ID" as a new field and get contact data from a previous step.
Screenshot of the campaign member added from the integration.
Demo Form: https://form.jotform.com/210605506102944
I hope this helps. Please let us know if you need further assistance.
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aishdetroitReplied on March 6, 2021 at 10:28 PM
Thank you, I actually figured that out as well but it dod not work for me because I was using the custom CAMPAIGN ID field I created, like the old way of doing it! after choosing the actual campaign name it worked. thank you!
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John Support Team LeadReplied on March 7, 2021 at 6:12 AM
We're glad to know that the integration already works on your end.
Let us know in case you need further assistance.