When you add a prospect to a campaign in PersistIQ, the system can automatically add the associated lead or contact in Salesforce to a specific Salesforce campaign.
What you need:
- Salesforce bi-directional sync
- Campaign sync (contact our support team to enable this on your account)
How to sync campaigns in just 2 steps:
Step 1: Go to the campaign in PersistIQ and click on the Settings tab
Step 2: Click on "New Trigger" under Campaign Triggers and select the Salesforce campaign you want to sync to