How to create a smart list of new contact from drift?
SOLVE
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
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How to create a smart list of new contact from drift?
SOLVE
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.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
How to create a smart list of new contact from drift?
SOLVE
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.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
How to create a smart list of new contact from drift?
SOLVE
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