Best way to automatically mark manually added contacts as marketing contacts
SOLVE
Hey! What I want to do:
I want to build a workflow that automatically marks manually created contacts as marketing contacts. So not including imports, or any other input method. Just a one-off add directly into the contact object.
I was thinking of using HS user ID is known as a way to differentiate, but I'm not sure that would target only manually entered contacts.
It's actually easier than that: Manually created contacts have the Original source drill-down 1 "CONTACTS", see here. You can use this property value to enroll contacts into your workflow.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
It's actually easier than that: Manually created contacts have the Original source drill-down 1 "CONTACTS", see here. You can use this property value to enroll contacts into your workflow.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer