Lists, Lead Scoring & Workflows

EKwok
Participant

Is there a way to keep contact properties from updating?

SOLVE

We use the "Lead Source" contact property that's synced with Salesforce. It helps us understand where leads come from. 

 

It's great when there's a first touch, we set the form to automatically populate that property with Webinar, Website, etc. But when someone is reaching out a second time (signing up for a different webinar, or filling out a form that we had at a conference), it changes the lead source.

 

Is there any way to make it so that we only keep the FIRST lead source, and that it never updates? Or is there a better way overall to track how someone FIRST reached out to us?

0 Upvotes
1 Accepted solution
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Is there a way to keep contact properties from updating?

SOLVE

@EKwok  This is a tricky one as if the SFDC endpoint updates, it will auto update the property on the HubSpot side. 

You could create a workflow to have the lead source copy over to a different property in HubSpot. Something like 'Initial Lead Source.'

 

When creating the workflow, ensure that user cannot be re-enrolled in the workflow as that would update the property every time as it's updated from SFDC. This would solve for future use cases, but wouldn't be able to check retroactively. 

View solution in original post

3 Replies 3
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Is there a way to keep contact properties from updating?

SOLVE

@EKwok  This is a tricky one as if the SFDC endpoint updates, it will auto update the property on the HubSpot side. 

You could create a workflow to have the lead source copy over to a different property in HubSpot. Something like 'Initial Lead Source.'

 

When creating the workflow, ensure that user cannot be re-enrolled in the workflow as that would update the property every time as it's updated from SFDC. This would solve for future use cases, but wouldn't be able to check retroactively. 

EKwok
Participant

Is there a way to keep contact properties from updating?

SOLVE
This sounds like it could work! I’ll give it a shot, thank you!
0 Upvotes
chrisworqflow
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Is there a way to keep contact properties from updating?

SOLVE

@EKwok  Excellent! Feel free to mark this as an accepted solution.

0 Upvotes