CRM

rjohnsonM3
Participant

Assigning default value to contact added via Outlook

SOLVE

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

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Assigning default value to contact added via Outlook

SOLVE

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

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Assigning default value to contact added via Outlook

SOLVE

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
Participant

Assigning default value to contact added via Outlook

SOLVE

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

 

-Ryan

0 Upvotes