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May 20, 2017 by Stuart Sequeira

Adding a Campaign to Salesforce

The upcoming v3.0.3 release of Ninja Forms‘ Salesforce added a new feature – the ability to assign Leads or Contacts to a Campaign.

Before going to your Ninja Forms dashboard, you’ll need to get the ID of the campaign from your Salesforce account.

Step by Step Instructions

In your Salesforce section of Ninja Forms settings, add CampaignMember as an object to retrieve

After saving and refreshing your object and field lists, you’ll have the CampaignMember fields available for field mapping, as shown in your field lists

You can see that you can link your campaign to either Lead or Contact.

Lastly, in your field map, add the Campaign ID to the Campaign ID field.

You don’t have to add anything else since the plugin will auto-magically add the Lead or Contact ID for you.

Filed Under: Salesforce

About Stuart Sequeira

Stuart is the author of several CRM integration plugins for Wordpress using Ninja Forms. He also writes custom integrations that cater to the unique sales and marketing needs of his clients.

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Maintained By:

Stuart is the author of several CRM integration plugins for Wordpress using Ninja Forms. He also writes custom integrations that cater to the unique sales and marketing needs of his clients.

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