Lead Generation Query

Marketing & Content Hub Ads
1

Hi,

I have a query, we run with multiple agencies for lead generation campaign on meta and google for real estate business. Once the lead is acquired through meta native forms for specific project. I want to pass for which project the lead was acquired for. Depending on the project the acquired lead has to be assigned to sales reps.

For example, if a lead comes for project A from meta campaign then it has to be assigned to two sales reps on round robin basis. So is there any way to implement the same in HubSpot through workflow automation or any other way?

Thanks

2

Hi @ajinkyamurtey,

This is possible if you are able to capture the the project as a property. You will probably be able to capture this as property or based on the campaign dimensions. If you have captured this property, you can use this project property in a branch of a workflow and assign it to a different team/owners depending on the project:

Jonas_De_Mets_0-1708975535652.png
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Hope this helps!
Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify
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3

Hi @Jonas_De_Mets,

Thanks for your response. So when you say campaign dimension what does that mean can you please explain?

Also, will this will applicable on contact level or lead level? Thanks for your response again.

4

Hi @ajinkyamurtey,

Sure! I am referring to the source properties that are automatically capturing campaign information:

This is an example in one of my accounts:

Jonas_De_Mets_0-1708976759104.png
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Hope this helps!
Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify
Did my answer help? Please “mark as a solution” to help the community.

5

Hi @Jonas_De_Mets, got it. But this is something utm is being fetched from the url. What is the lead is coming from meta native forms. So if there any property which captures meta ad campaign name and also does that property keeps on updating based on the campaign they engage with so that the Project Property keeps on updating.

6

@ajinkyamurtey the latest source properties will be updated for each conversion indeed, the first source properties won’t be updated. I guess you assignment might also depend on a contact that is already assigned (if they convert again). You’re pretty flexible to set up the workflow that covers you needs exactly.
Hope this helps!
Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify
Did my answer help? Please “mark as a solution” to help the community.