Assign only inbound leads to a specific person

[calembo]

We are really new to workflows and need to create a workflow where any incoming lead via a form or marketing list upload (e.g., tradeshows booth visitors) gets auto assigned to our sales manager with the lifecycle stage of lead.

We do NOT want that to happen when a sales person creates a lead contact due to outreach, research, etc.

Is there a way to distinguish in workflows between inbound and manually created contacts?

For reference, we use Sales Enterprise, Marketing Professional, and have no additional connected CRMs like Salesforce.

[karstenkoehler]

Happy to help!

[karstenkoehler · Accepted solution]

Hi @calembo,

Yes, this is possible. In workflows, you can enroll contacts based on form submissions – either any submission or specific ones. I drafted a workflow for reference:

The trigger criterion "Contact owner is unknown" makes sure that an existing owner is not overwritten.

Any contacts that are already in the CRM, have an owner and submit a form would keep their current owner. Manually created contacts would not enter this workflow.

Hope this helps!

[calembo]

Thank you!