Campaign ROI property rollup from associated deals

Outcome. Every deal associated with the same marketing campaign gets a shared, always-current revenue rollup written onto it, so campaign performance can be filtered and reported on outside the Campaigns tool, in any list, report, or workflow that reads deal properties.

Workflow map Enrollment, branches and actions at a glance marketing-ops-027

flowchart TD
    A[Deal stage = Closed won, has associated Campaign] --> B[Custom code: sum and count sibling deals, write to all]
    B --> C{result_code ok?}
    C -->|Yes| D[No further action, all associated deals updated]
    C -->|No| E[Notify marketing ops of rollup failure]

When to use it, when not to

• UseUse when you need campaign-attributed revenue available as a deal property, for example to build a list or a report that filters deals by campaign performance tier, something the native Campaigns tool's own reporting does not expose as a reusable field.
• UseUse once every relevant deal is reliably associated with its originating Marketing Campaign record, since this fiche rolls up from that association.
• SkipDo not use this fiche if the Campaigns tool's built-in revenue and deal reporting already answers your question. That reporting already aggregates associated deal revenue per campaign natively, with no custom code required; build this fiche only when that number needs to live as data on the deal record itself.
• SkipDo not use on a portal without Marketing Hub Enterprise or without custom coded workflow actions available, since both the rollup calculation and the write-back depend on a custom coded action. The custom code action requires Data Hub Professional or Enterprise (https://knowledge.hubspot.com/workflows/choose-your-workflow-actions).