CRM

rjohnsonM3
Teilnehmer/-in

Assigning default value to contact added via Outlook

lösung

Hey, guys!  First-time poster here.  We are fairly new to HubSpot and would like to assign a default value of "active" to a contact's "status" property if the contact was added to the CRM via the Outlook add-in.  I looked into Workflows/Automation, but there didn't seem to be anything that quite fit the bill.  At least, not from what I could see.  Anyone have any ideas?

 

Thanks,

Ryan

0 Upvotes
1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Assigning default value to contact added via Outlook

lösung

Hi @rjohnsonM3 

 

You could use the Original Source Drilldown 2 property to target contacts that have 'Email Integration' as a value. You could combine this with contact owner or some other data to be even more targetted. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
2 Antworten
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Assigning default value to contact added via Outlook

lösung

Hi @rjohnsonM3 

 

You could use the Original Source Drilldown 2 property to target contacts that have 'Email Integration' as a value. You could combine this with contact owner or some other data to be even more targetted. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes
rjohnsonM3
Teilnehmer/-in

Assigning default value to contact added via Outlook

lösung

Thanks, Paul!  That looks like that should work great.  Appreciate the help!

 

-Ryan

0 Upvotes