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Daniel Howell

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.

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Stephan van Reisen - 10 months ago

would be great if we could do an upsert
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Terry Cole - 2 years ago

Ran into this as well... the solution (more global and dealing with errors on campaign member singularly) is to allow conditions in process builder that are the equivalent of cross filters in reports. I should be able to specify a contact that does not have a campaign membership on a campaign. Then I could add the child record using PB. Similarly, I could add another note that specifies the contact that does have a campaign member matching a campaign. Then I could update it the child record using PB.

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Jason Sirois - 2 years ago

Experienced this today. PB working beautifully to add to campaign. Hoping that by checking Yes for "Do you want to execute the actions only when specified changes are made to the record?" will fix the situation. Problem there is it won't add my records that CURRENTLY meet the criteria.