How to filter out integrated contacts on dashboard?

[nvawh]

Our dashboard has a few charts that show things like contacts per location by month and more. 

We recently integrated and imported all of our contacts that we used to have in Pipedrive since we stopped using it and wanted to get them into Hubspot. 

Is there a way to filter these out since they aren't actually new leads this month, but they were created.

[karstenkoehler · Accepted solution]

Hi @nvawh,

By filtering for "Original source drill-down 1 is not equal to IMPORT" you'll get rid of them 🙂

The drill-down 2 contains the import name of you want to be more specific.

Best regards!

[Lucila-Andimol · Accepted solution]

Hey @nvawh 

You can add a dimension to your report

with the property Original Source Drill-down 1

or Record Source set to = Integration

This way you will see all contacts created from an Integration.

If you have more than one integration setting up contacts

you can also filter Original Source Drill-down 2 or Record Source Detail 1

to = Pipedrive (or the name of the integration for example Aircall or Surfe..etc)

Here is an example

Hope this helps

[karstenkoehler · Accepted solution]

Hi @nvawh,

By filtering for "Original source drill-down 1 is not equal to IMPORT" you'll get rid of them 🙂

The drill-down 2 contains the import name of you want to be more specific.

Best regards!