Assign only inbound leads to a specific person

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calembo
Member
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.
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Accepted Solutions
karstenkoehler
Solution
Hall of Famer

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:

 

karstenkoehler_0-1619547958918.png

 

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer

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:

 

karstenkoehler_0-1619547958918.png

 

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

calembo
Member

Thank you!

karstenkoehler
Hall of Famer

Happy to help!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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