Hi, glad to join this group as my company get more demanding for complex automations haha.
I am hoping someone can help me work out if I can use Process Builder to add all contacts from an account to a campaign based on an Opportunity being won. Not ideal for a solo admin automation novice. :)
I have worked out the criteria for won...
But having problems working out how to add them all.
At a minimum to add those who are Contact Roles - but ideally all that are listed as contacts in an account.
Immediate Action: Create Campaign - record type: Campaign Member.
Field: Campaign ID, Type ID, Value X
Field: Status, Type Picklist, Value X
Then how do I reference Account to bring in multiple contacts??
The idea is that I can then use this campaign to send out Onboard comms using Pardot.
Hopefully can do this without using flow, as even more of a novice at that,
Thanks in advance!
@Michelle Hansen lovely of you to offer! This may be my final excuse to dive in and I'm sure I'll be in touch when things get confusing. :)