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Add Campaign Members from Process Builder (and check for duplicates)
Campaigns & Leads
You can add campaign members with process builder. However, if a campaign member already exists you get a dreaded flow error rather than it being ignored.
A workaround is to use a flow that checks for the contact/lead being in the campaign before creating one. The flow could also check whether to keep or update the status if it was found. This should be built in as standard functionality.
Stephan van Reisen
- 10 months ago
- 2 years ago
- 2 years ago
- 3 years ago
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