Campaign Statistics
What was our client's requirement?
Our client is a financial servicing company. The company had an ongoing marketing campaign for the services they are rendering. They came to breakthrough to assist with Campaign Leads statistics and also to help reconcile and synchronize the Generated Leads from HubSpot on Salesforce. What was already there was not synchronizing and its failing to update.
What was the Solution?
To effectively manage and synchronize the Campaign Statistics, we need to first identify HubSpot campaigns, then establish any related Salesforce campaign workflows, pinpoint contacts that interact with the HubSpot campaigns, create, and configure a HubSpot workflow, rigorously test its functionality, and finally, deploy the workflow to streamline our marketing operations.
