Assigning default value to contact added via Outlook

Smart CRM & Sales Hub CRM
1

Hey, guys! First-time poster here. We are fairly new to HubSpot and would like to assign a default value of “active” to a contact’s “status” property if the contact was added to the CRM via the Outlook add-in. I looked into Workflows/Automation, but there didn’t seem to be anything that quite fit the bill. At least, not from what I could see. Anyone have any ideas?

Thanks,

Ryan

2

Hi @rjohnsonM3

You could use the Original Source Drilldown 2 property to target contacts that have ‘Email Integration’ as a value. You could combine this with contact owner or some other data to be even more targetted.

Hope this helps.

3

Thanks, Paul! That looks like that should work great. Appreciate the help!

-Ryan