CRM

DCrinnion
Contributor

Assigning Lead Source from Sales Extension

SOLVE

Hi All,

 

Could I ask for opinions on how to assign a Lead Source based on someone being created via a Sales Extension?

 

We currently do Lead Source Assignments (such as forms) via having an active list where prospects get put in when theyve done actions such as form submissions. However I am sttruggling to find a trigger for a workflow where a prospect gets Created via a Sales extension therefore set the lead source to ......

DCrinnion_1-1713193025521.png

 

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1 Accepted solution
Jonas_De_Mets
Solution
Top Contributor

Assigning Lead Source from Sales Extension

SOLVE

Hi @DCrinnion,


Not sure if I understand your question correctly, but the new Record Source values would be "Sales Extension" for these records: https://knowledge.hubspot.com/properties/view-and-use-the-record-source-property#:~:text=Sales%20Ext...

 

Could this serve as your workflow criteria ar am I missing something?

 

Best regards,

 

Jonas De Mets
RevOps & Co-Founder @ Koalify

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Did my reply help answer your question? Please mark it as a solution.

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Jonas_De_Mets
Solution
Top Contributor

Assigning Lead Source from Sales Extension

SOLVE

Hi @DCrinnion,


Not sure if I understand your question correctly, but the new Record Source values would be "Sales Extension" for these records: https://knowledge.hubspot.com/properties/view-and-use-the-record-source-property#:~:text=Sales%20Ext...

 

Could this serve as your workflow criteria ar am I missing something?

 

Best regards,

 

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

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