Contacts

How can I see which contacts originated in the HubSpot CRM?

Last updated: February 1, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: Free, Professional

For accounts using both the HubSpot CRM and Marketing platforms, users may wish to distinguish between contacts created in either platform. This article suggests using list filters to identify those contacts created via the HubSpot CRM. For example, you may use this list to exclude sales contacts in your marketing emails. Also, this article assumes users of the HubSpot CRM have installed the HubSpot Sales email extension for tracking external emails.

For creating the list, the two list filters to use are: Original Source Drill-Down 1 and Original Source Drill-Down 2. Older HubSpot accounts may see the terms as Original Source Data 1 and Original Source Data 2. See this article to learn more.

  • To create the list, navigate in HubSpot Marketing to Contacts > Lists
  • Click New List > Segment contacts by Contact Property
  • Contacts who were added to the HubSpot CRM one-off or imported in bulk:
    • Search for the Contact Property called Original Source Drill-Down 1 > Is Equal to > type the term in capslock: SALES 
    • Click the And button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 2 > type the term in capslock: CRM_UI
  • Contacts who were added to the HubSpot CRM by manually using HubSpot's BCC email address:
    • Click the Or button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 1 > type the term in capslock: API
    • Click the And button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 2 > type the term in capslock: BCC_TO_CRM
  • Contacts who were added to the HubSpot CRM by logging an email in a connected Gmail account:
    • Click the Or button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 1 > type the term in capslock: SALES
    • Click the And button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 2 > type the term in capslock: GMAIL_INTEGRATION
  • Contacts added via the Messages tool (In Beta - Sales Pro):
    • Click the Or button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 1 > type the term in capslock: SALES
    • Click the And button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 2 > type the term: Sales_Messages
  • Contacts added to the CRM after filling out a form in the Documents tool (Sales Pro):
    • Click the Or button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 1 > type the term: Presentations
    • Click the And button > Segment contacts by Contact Property > Search for the Contact Property called Original Source Drill-Down 2 > type the term: presentationInvite
  • Name and Save your list

The contacts who become members of this list are those who were added to the HubSpot CRM one-off or imported in bulk, or were created via HubSpot Sales features including Log In CRM, BCC-To-CRM, Messages (in beta), or Documents.

Check out these articles for more details: The difference between BCC and Forwarding addresses and How to log your email in the CRM using HubSpot Sales.