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Shiva Venu
How to add campaign on Lead if the Lead is created from third party system
The Lead is created from third party application. All the lead created from this system should be added to a campaign. I have created a campaign, but how do i update the campaign history with this campaign whenever a lead is created from this third party system.
I tried creating a campaign lookup field on Lead but that will create as a separate related list and will not get added to Campaign history on lead. Please suggest.
I tried creating a campaign lookup field on Lead but that will create as a separate related list and will not get added to Campaign history on lead. Please suggest.
Hi Shiva,
You can add a lead to campaigns by using the Campaign History related list from the lead detail page. Click the Add to Campaign button and you’ll be prompted for the campaign and member status you want to add the lead to. Check out below this video tutorial by Vanessa Mays (@vmays108).
https://www.youtube.com/watch?v=-MQXksYb9rs
Please mark it as best answer if it helps,
Regards,
Priya Ranjan