Before you begin
A campaign should be configured in Salesforce.
Steps
Open your project
Hover over the Add contacts button and choose Add from CRM.
Choose CRM
Select Salesforce, then click Next.
Configure settings
Campaign — the campaign in Salesforce from which contacts will be imported
Polling interval — the integration will check for contacts periodically (e.g., once a day or once per hour). If nothing is selected, contacts will be pulled only once
When campaign member responded — if a campaign member in Salesforce is marked as responded, specify whether it should be completed in the project, removed from the project, or left as is
CRM link column — column where the link to the CRM record will be pushed (mandatory)
Is add responded — if enabled, responded campaign members will be imported as well
End sync when campaign ended — if enabled, the sync until date will be automatically imported from the campaign
Remove contacts not from the campaign — if enabled, all contacts not from this campaign will be removed from the project during imports
Sync until — the date when the import will be disabled (mandatory field)
Mapping
During the import, information can be pulled from several entities from Salesforce:
Campaign Member — the main entity
Lead and Contact — entities connected to the campaign members
For each project field, you can choose which field from which entity to push to it.
Please note that a campaign member may have only Lead or Contact connected.
Additional Information
After mapping your fields, click Save to start the process. The integration will begin importing contacts based on your configured settings.
Troubleshooting
Verify that your Salesforce campaign is correctly configured and active.
Check that you have the necessary permissions to access the campaign data.
If imports stop unexpectedly, check your Sync until date and campaign end date settings.
Best Practices
Configure the Polling interval based on your campaign activity level — hourly for active campaigns, daily for slower ones.
Use the CRM link column to maintain a clear reference back to the source record.
Consider enabling Remove contacts not from the campaign only if you want the project to exactly mirror the Salesforce campaign.
Set a reasonable Sync until date that aligns with your campaign timeline.