Sources — where leads come from

A source identifies the origin of a lead: booking form, campaign form, imported list, Zapier/API integration. Sources are used to track lead origins, segment reporting, trigger automations based on entry channel, and prioritize incoming leads. Each lead carries its source automatically when created through a specific entry point.

Filters — segmenting and controlling visibility

Filters limit, segment, or group leads inside a campaign. They can be used in automations (trigger only when filter matches), views and dashboards (show only certain leads), hh-data queries (fetch only specific leads), and partner dashboards (restrict which leads an external partner can see). Filters can be based on status, field value, select value, assigned user, timestamps, calendar events, UTM data, and more.

SELECT fields — consistent categorization

SELECT fields classify leads using predefined options (e.g. lead type, priority, project category, region). Unlike free-text fields, select fields ensure consistent categorization. Use them in automations, filters, dashboards, reports, and conditional templates: @if(@select[field,slug] == value){ ... }@else{ ... }@endif.

Placeholder search — Ctrl+K / Cmd+K

In any input field inside the Hubhus editor, press Ctrl+K (Windows) or Cmd+K (Mac) to open the placeholder search modal. Search by natural words like "lead name", "event date", "signature". Quickly find and insert lead placeholders, event placeholders, HTML components, page links, booking forms, custom fields, and assigned person placeholders. This is faster and safer than manually browsing the placeholder panel.