CRM

LDeniz
Member

How do you differentiate between inbound and outbound leads?

SOLVE

Hi there, 

 

How can you differentiate between inbound and outbound leads, looking at their first touch point i.e., if a lead has filled out a form but originally was created through outbound sales activity, this should be classed as an inbound lead.


2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do you differentiate between inbound and outbound leads?

SOLVE

Hi @LDeniz,

 

The original source properties give this kind of context: https://knowledge.hubspot.com/properties/understand-source-properties

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

How do you differentiate between inbound and outbound leads?

SOLVE

Hey @LDeniz 

so you can take a look at Original source

as Karsten mention

and what we also do with some customers is create a custom property with special values

to have a better understanding of referrals/propection/others.

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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Did my post help answer your question? Mark this as a solution.

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2 Replies 2
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

How do you differentiate between inbound and outbound leads?

SOLVE

Hey @LDeniz 

so you can take a look at Original source

as Karsten mention

and what we also do with some customers is create a custom property with special values

to have a better understanding of referrals/propection/others.

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do you differentiate between inbound and outbound leads?

SOLVE

Hi @LDeniz,

 

The original source properties give this kind of context: https://knowledge.hubspot.com/properties/understand-source-properties

 

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.

0 Upvotes