Adding Data To The Campaign Using Flow

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Tin Yam Lee - Espiritu
  • Updated

Adding Data To The Campaign Using Flow

If you have not yet installed Flow click here to download and install the extension from the Chrome Web Store. Click here for information on setting it up.

 

Now that the campaign has been created, let's look at adding enrichment data using Flow. For this example we'll use Salesforce, though you can use other sources including LinkedIn and Outreach.

 

Navigate to the Account or Contact page you need to enrich and click on the Flow bubble. Select the Enrich Account Through DataHub (or Enrich Contact Through DataHub) stream to get started.

SelectDHStream.gif

 

In the Stream Input pop up, select the DataHub Campaign from the dropdown, check the Company Name and Website, and choose if you want to enrich existing contacts. Hit Run Stream to add the Account to DataHub for Enrichment.

Note : If you select Yes to add contacts, all contacts in that Account will be added to Datahub for enrichment

RunStream.gif

The added data is now ready for enrichment in DataHub under the campaign's In Progress tab

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