Hi All,
we implemented the Outreach Plugin in Salesforce, does anyone know if it is possible and how to update the Campaign Members Status of a specific Campaign and Contact in SFDC from the Outreach Sequence?
Regards and thanks
Sergio
3 个回答
Yes, It is possible to update the Campaign Members Status of a specific Campaign and Contact in SFDC from the Outreach Sequence.
You can use the Salesforce Update Object step to update a Campaign Member's status to whatever you want. To do this,
- you will need to first create a Salesforce connection in Outreach,
- then create a Salesforce Update Object step in your Sequence.
- Select Campaign Member from the Object dropdown.
- then set the appropriate filter conditions to identify the Campaign Member you want to update.
Finally, select the Status field and set the value to the status you want to update.
