Set up a new rule for submissions to be synced to one of our users

[MarianaBravo]

Hi!

I'm trying to set up a new rule for one of our PAID campaigns. Generally, the leads coming from PAID campaigns (synced to our system) go to one of our SDR's. How do I sync another SDR as we have a new campaign in LATAM and we want those leads to go to our spanish speaking SDR.

Hope I explained myself.

Thanks

[karstenkoehler]

Hi @MarianaBravo,

For paid campaigns, the campaign name should be stored in the contact property "Original source drill-down 2" or "Latest source drill-down 2", see here. As long as the campaign name for LATAM is different from the regular campaign, you can create a contact list filtering for

Original source drill-down 2 is [LATAM campaign] OR

Latest source drill-down 2 is [LATAM campaign]

Once you have this list, you can either use that to manually assign these contacts to the Spanish speaking SDR or to use it (or the same criteria) in a workflow which takes care of the assignment. It sounds like you have an assignment workflow already. In this workflow, you could use an if/then branch to check whether enrolled contacts came through the LATAM campaign or not – and assign to the correct SDRs.

Let me know if you have any follow-up questions!

[MarianaBravo]

Thank you! I think I need to take a course. The workflows are already set
and cannot find the workflow sync to this campaign.

[karstenkoehler · Accepted solution]

Hi @MarianaBravo,

You should see the workflow which takes care of the assignment in the activity timeline on the contact record (of those contacts who have been assigned already).

https://knowledge.hubspot.com/crm-setup/customize-activities-on-a-contact-company-deal-ticket-record...

(You can filter the timeline by workflows.)

Let me know if you have any follow-up questions!