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MarianaBravo
Participant

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

SOLVE

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

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

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

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

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

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

MarianaBravo
Participant

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

SOLVE
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
Solution
Hall of Famer | Partner
Hall of Famer | Partner

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

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.