CRM

AprylHudson
Contributor

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.  

Any other suggestions?

AprylHudson_0-1656082909114.png

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Best way to automatically mark manually added contacts as marketing contacts

SOLVE

Hi @AprylHudson,

 

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Best way to automatically mark manually added contacts as marketing contacts

SOLVE

Hi @AprylHudson,

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

AprylHudson
Contributor

Best way to automatically mark manually added contacts as marketing contacts

SOLVE

Thank you VERY much!! @SKars 

 

0 Upvotes