How to create a smart list of new contact from drift?

SOLVE
Cristina_granad
Member

Hello, 

 

We're currently using Drift integrations. I would like to make a smart list with all new lead that come from Drift. 

Does someone know how to do it? I don't know what rules to use.

 

Thanks,

 

Cris

0 Upvotes
2 Accepted solutions

Accepted Solutions
edjusten
Solution
HubSpot Employee

Hi @Cristina_granad  Contacts created via an intergration are sourced as Offline Sources. If you don't have other offline sources as contacts you could segment on Original Source > Offline Source.

 

If you do use other offline sources, you may be able to segment based on your drill-down 1-2 properties, depending on how they are populated by the integration. If you could forward links to a few contacts you know to be imported by Drift, I can search their properties to look for a common element.  You could do the same using the property history search in the individual contact records. 

 

Thank you,

Ed Justen


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

View solution in original post

MFrankJohnson
Solution
Thought Leader

Q: How to create a smart list of new contact from drift?

Short A: Use a custom contact property -- e.g., "Original Lead Source" (radio button)

 

Longer A:

Once you have your custom contact property setup with the applicable integration choices (e.g., 'Drift', 'GotoWebinar', 'HelloSign', 'JotForm', 'TypeForm', etc.) you can build a smart list based on that criteria.

 

Hope that helps.

 

hubspot-forum-signature-badge-v01.png

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
2 Replies 2
edjusten
Solution
HubSpot Employee

Hi @Cristina_granad  Contacts created via an intergration are sourced as Offline Sources. If you don't have other offline sources as contacts you could segment on Original Source > Offline Source.

 

If you do use other offline sources, you may be able to segment based on your drill-down 1-2 properties, depending on how they are populated by the integration. If you could forward links to a few contacts you know to be imported by Drift, I can search their properties to look for a common element.  You could do the same using the property history search in the individual contact records. 

 

Thank you,

Ed Justen


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

View solution in original post

MFrankJohnson
Solution
Thought Leader

Q: How to create a smart list of new contact from drift?

Short A: Use a custom contact property -- e.g., "Original Lead Source" (radio button)

 

Longer A:

Once you have your custom contact property setup with the applicable integration choices (e.g., 'Drift', 'GotoWebinar', 'HelloSign', 'JotForm', 'TypeForm', etc.) you can build a smart list based on that criteria.

 

Hope that helps.

 

hubspot-forum-signature-badge-v01.png

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes