I'm trying to stamp the campaign the lead last responded to when they became an MQL. Anyone try this in Process Builder or a similar type of workaround? Thought I'd ask before testing it out
My solution is not the most elegant, but it should get the job done. You'll need two processes and two custom fields on your Lead object, Last Responded Campaign and Last Campaign Responded at MQL. The first process will continue to overwrite the Last Responded Campaign field as Leads respond to your campaigns while the second process will populate the Last Responded Campaign at MQL when the Lead becomes an MQL. Here are the processes:
Process 1
Choose Object and Specify When to Start the Process
Object: Campaign Member
Start the process when a record is created or edited
Define Criteria for this Action Group
Criteria for Executing Actions: Conditions are met
Set Conditions: [CampaignMember].HasReponded =True
Advanced
Do you want to execute the actions only when specified changes are made to the record? Check Yes.
Immediate Actions
Update Records - Update Lead field
Record: [CampaignMember].LeadID
Criteria: No criteria—just update the records!
Last Responded Campaign Reference [CampaignMember].Campaign.Name
Process 2
Choose Object and Specify When to Start the Process
Object: Lead
Start the process when a record is created or edited
Define Criteria for this Action Group
Criteria for Executing Actions: Conditions are met
Set Conditions
[Lead].Status = MQL
[Lead].Last_Responded_Campaign is null Boolean False
Advanced
Do you want to execute the actions only when specified changes are made to the record? Check Yes.
Immediate Actions
Update Records - Update Lead field
Record: [Lead]
Criteria: No criteria—just update the records!
Last Responded Campaign at MQL Reference [Lead].Last_Responded_Campaign
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