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Campaign ROI property rollup from associated deals

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

Enterprise

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

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeEvery 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 mapmarketing-ops-027
Deal stage = Closed won, has associated Campaign leads to Custom code: sum and count sibling deals, write to all. Custom code: sum and count sibling deals, write to all leads to result_code ok?. result_code ok? leads to Yes: No further action, all associated deals updated; No: Notify marketing ops of rollup failure. Yes No Deal stage = Closed won, has associated Campaign Custom code: sum and count sibling deals, write to all result_code ok? No further action, all associated deals updated Notify marketing ops of rollup failure
Deal stage = Closed won, has associated Campaign leads to Custom code: sum and count sibling deals, write to all. Custom code: sum and count sibling deals, write to all leads to result_code ok?. result_code ok? leads to Yes: No further action, all associated deals updated; No: Notify marketing ops of rollup failure. Yes No Deal stage = Closed won, has associated Campaign Custom code: sum and count sibling deals, write to all result_code ok? No further action, all associated deals updated Notify marketing ops of rollup failure

When to use it, when not to

Use it

  • Use 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.
  • Use once every relevant deal is reliably associated with its originating Marketing Campaign record, since this fiche rolls up from that association.
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Skip it

  • Do 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.
  • Do 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).
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The rest of this spec

Prerequisites · 4 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 · 4 numbered actions

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

Known pitfalls · 4

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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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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