Workflow to send email when contact type added

Smart CRM & Sales Hub CRM
1

Hi

I was wondering if anyone could kindly explain how I can create a workflow to send an email to Contacts both manully added on hubspot or through mailchimp AND “Contact Type” = “Candidate” ?

*Contact Type is a default property created in contact information.

Thanks

2

Hi @MLawson59,

Manual contacts, contacts from Mailchimp (and any other source, really) can be distinguished by Original source drill-down 1 and Original source drill-down 2: Understand Original and Latest traffic source properties

For example, manually added contacts have Original source drill-down 1 “Contacts”. For Mailchimp, I don’t know the drill-down 1 and 2 of the top of my head but if you look up one contact you know came from Mailchimp, you can look it up on this specific contact record.

A workflow could then look like this:

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Once you’ve looked up Mailchimp and what the original source values are here, you’d add those add criteria via the OR operator.

Hope this helps!

3

Thanks that’s really helpful

4

Hi karstenkoehler, very useful information thank you ;regarding the drill down information can I find this in the contact properties?

Thank you

5

Hi @MLawson59, yes, this is a contact property: Understand Original and Latest traffic source properties Best regards!