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Deal source and original attribution auto-populate

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal5 stepsUpdated for HubSpot seat pricing
OutcomeEvery deal inherits a Deal Source and Deal Source Detail from its primary associated contact automatically, so deals created without manual data entry still carry attribution instead of showing blank.
Workflow mapdeal-hygiene-026
Deal created, Deal Source unknown, contact associated leads to Copy contact Original Source into Deal Source. Copy contact Original Source into Deal Source leads to Copy contact Original Source detail into Deal Source Detail. Copy contact Original Source detail into Deal Source Detail leads to Deal Source still unknown?. Deal Source still unknown? leads to yes: Create manual attribution task; no: Exit. yes no Deal created, Deal Source unknown, contact associated Copy contact Original Source into Deal Source Copy contact Original Source detail into Deal Source Detail Deal Source still unknown? Create manual attribution task Exit
Deal created, Deal Source unknown, contact associated leads to Copy contact Original Source into Deal Source. Copy contact Original Source into Deal Source leads to Copy contact Original Source detail into Deal Source Detail. Copy contact Original Source detail into Deal Source Detail leads to Deal Source still unknown?. Deal Source still unknown? leads to yes: Create manual attribution task; no: Exit. yes no Deal created, Deal Source unknown, contact associated Copy contact Original Source into Deal Source Copy contact Original Source detail into Deal Source Detail Deal Source still unknown? Create manual attribution task Exit

When to use it, when not to

Use it

  • Use it when deals are commonly created from a contact record, a workflow-created deal, or a manual "create deal" from a contact, and marketing needs attribution on the deal object itself for reporting, since deals do not track original source the way contacts do.
  • Use it as a one-time-at-creation copy, not a live sync. Source data on the contact should not keep overwriting a deal's attribution after the fact.
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Skip it

  • Do not use it for deals created via an integration or API call that never associates a contact at creation. The copy has nothing to read from until a contact is added later.
  • Do not use it if your team already reports off the associated contact's source properties directly and does not need a duplicate on the deal. Skip this fiche.
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The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 5 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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