Salesforce Integration: How to add a contact in specific campaign?

  • aishdetroit
    Asked 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.


  • Zahra_S
    Replied 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.

  • Zahra_S
    Replied 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.

    1614714084 603e94e4400cd  Screenshot 10

    Screenshot of the campaign member added from the integration.

    1614714232 603e9578bb2be  Screenshot 21

    Demo Form: https://form.jotform.com/210605506102944

    I hope this helps. Please let us know if you need further assistance.

  • aishdetroit
    Replied 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!

  • John Support Team Lead
    Replied 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.