We are looking for a way to organise our contact into different lists based on the source. We have multiple sources to get leads into our system - 1) Form on our landing page 2) Live chat on our landing page 3) Direct meetings booked on calendar from Hubspot meetings 4) Other sources like LinkedIn, etc. We are trying to create separate lists for all of them so that we can run different workflows and sequences based on the context. With the given set of filters, we are able to filter out and create lists for all the above sources except the ones who got enrolled via chat. We tried to talk to support but got to know that currently there is no way to filter them out and hence lists cannot be created.
Please provide a mechansim to filter contacts who are enrolled via chat when we ask the name and email through bot and the contact gets created.
Would be a huge help!
I have found a work around for this.
1. Create a workflow - Contact Based
2. Set up triggers --> When a filter criteria is met
3. Filtering on --> Change it from Contact to Conversation
4. Chatflow --> Choose the relevant chatflow that you need the list for (That’s your enrollment trigger)
5. Create a blank static list on a separate tab
6. Next step of the workflow should be --> Add to static list and select the list that you just created
7. Review and publish --> Enroll all the contacts who meet the filter criteria as of now
That’s it you’ve done.
Hope HubSpot add a filter and just allow to filter it out on Contacts.