We have historically been using the LeadSource
field on Leads and Contacts as a key value for creating ad hoc segments in our marketing automation tools (eg Hubspots, marketos of the world) but now we are encountering Leads that had one 'source' but we need to keep pulling them into new segments.
Is there a better field or approach for bucketing contacts/leads into 'lists' and then syncing that field into the Marketing Automation platform?
I was also considering creating a text-area field that would write all the values, historical and current, of the Lead Source, and would be updated by an Apex Trigger...thoughts?
Any experience 'hacking' campaign objects in this way?
I feel like I am about to jump off the deep end (which you can probably tell by my inclination to use an apex trigger), which is why I wanted to ping this off SFDC SE.