CRM

KSergieva11
Participant

Lead Source - Manually Added

SOLVE

Hello all,

 

I am trying to create a workflow that sets the manually added contacts (a.k.a added via manual import) to be lead source called 'Manually Created'. My idea is to have the following triggers:

 

- Lead Source = unknown AND Create Day = Today AND List Membership = Known

 

However, seems like I can't add the last 2 filters and now I am looking for workarounds. One of the workarounds could be to set the lead status manually when uploading a list (or to add a separate column and map it) but I would really prefer to automate it.

 

Could you give me any suggestions please? Thank you 🙂 

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

Lead Source - Manually Added

SOLVE

Hello @KSergieva11

 

Imported contacts have the "Original source drill-down 2" = "Import", you could use that filter instead 🙂

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead Source - Manually Added

SOLVE

Hello @KSergieva11

 

Imported contacts have the "Original source drill-down 2" = "Import", you could use that filter instead 🙂

 

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
KSergieva11
Participant

Lead Source - Manually Added

SOLVE

Hello @karstenkoehler , thank you very much, I found that under Original Source Drill-down 1 and it works great! Many many thanks!

0 Upvotes