Associating contacts from business cards with conference
SOLVE
Haven't tested this, but thinking ...
Could't we build a workflow that modified a custom event-specific contact property for contacts that met the following criteria?
- Enrollment Date === <date of conference event> AND - Create Date === <date of conference event> AND
- Original Source Drill-Down 1 === "MOBILE_ANDROID" AND Original Source Drill-Down 2 === "BUSINESS_CARD_SCANNER" OR - Original Source Drill-Down 1 === "MOBILE_IOS" AND Original Source Drill-Down 2 === "business-card-scanner"
Then set the custom event-specific contact property to a setting that identified the event. This would identify all contacts created via the business card scanner on that specific date as being related to the event.
Does that make sense?
Note: Optionally, we could also limit this activity to only contacts owned by specific Sales Reps (just in case the team is large and there are other reps using the business card scanner, but not attending the event).
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Associating contacts from business cards with conference
SOLVE
Haven't tested this, but thinking ...
Could't we build a workflow that modified a custom event-specific contact property for contacts that met the following criteria?
- Enrollment Date === <date of conference event> AND - Create Date === <date of conference event> AND
- Original Source Drill-Down 1 === "MOBILE_ANDROID" AND Original Source Drill-Down 2 === "BUSINESS_CARD_SCANNER" OR - Original Source Drill-Down 1 === "MOBILE_IOS" AND Original Source Drill-Down 2 === "business-card-scanner"
Then set the custom event-specific contact property to a setting that identified the event. This would identify all contacts created via the business card scanner on that specific date as being related to the event.
Does that make sense?
Note: Optionally, we could also limit this activity to only contacts owned by specific Sales Reps (just in case the team is large and there are other reps using the business card scanner, but not attending the event).
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.