Hello,
We’re currently using Drift integrations. I would like to make a smart list with all new lead that come from Drift.
Does someone know how to do it? I don’t know what rules to use.
Thanks,
Cris
Hi @Cristina_granad Contacts created via an intergration are sourced as Offline Sources. If you don’t have other offline sources as contacts you could segment on Original Source > Offline Source.
If you do use other offline sources, you may be able to segment based on your drill-down 1-2 properties, depending on how they are populated by the integration. If you could forward links to a few contacts you know to be imported by Drift, I can search their properties to look for a common element. You could do the same using the property history search in the individual contact records.
Thank you,
Ed Justen
Q: How to create a smart list of new contact from drift?
Short A: Use a custom contact property -- e.g., “Original Lead Source” (radio button)
Longer A:
Once you have your custom contact property setup with the applicable integration choices (e.g., ‘Drift’, ‘GotoWebinar’, ‘HelloSign’, ‘JotForm’, ‘TypeForm’, etc.) you can build a smart list based on that criteria.
Hope that helps.
