Dashboards & Reporting

nvawh
Member

How to filter out integrated contacts on dashboard?

SOLVE

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.Screenshot 2024-05-21 114249.png

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

How to filter out integrated contacts on dashboard?

SOLVE

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!

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 to filter out integrated contacts on dashboard?

SOLVE

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

Screenshot 2024-05-21 at 19.33.21.png

Hope this helps

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

Have questions? Get answers:

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

View solution in original post

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

How to filter out integrated contacts on dashboard?

SOLVE

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

Screenshot 2024-05-21 at 19.33.21.png

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 to filter out integrated contacts on dashboard?

SOLVE

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!

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