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Lead Management Workflow
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Creating your first Segment
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How to create a Workflow Automation
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Filter Leads from ad campaigns

About your setup Getting data from your ad campaigns works best if you make use of UTM tags.
If you are not familiar or would like to learn more, please see this article: getting started with UTM tags​

Example

If you want to filter out the leads coming from paid ad campaigns, here is how you should set your filters.
Save into a Segment, activate daily (HTML) notifications and send to your marketing team.
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How to hide leads, customers, team memebers, etc
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How to create a Workflow Automation
Last modified 8mo ago
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