topic Re: Obtaining Revenue Attribution reports with API in APIs & Integrations

topic Re: Obtaining Revenue Attribution reports with API in APIs & Integrations https://community.hubspot.com/t5/APIs-Integrations/Obtaining-Revenue-Attribution-reports-with-API/m-p/635095#M53323 Thanks for the mention <a href="https://community.hubspot.com/t5/user/viewprofilepage/user-id/13982">@dennisedson</a>!  Hey <a href="https://community.hubspot.com/t5/user/viewprofilepage/user-id/367014">@SBurwash</a> regarding your question we have an old solution that works really well in order to set contact data on a deal. I say that is old because we're now implementing association labels to improve that structure that and some errors when a contact was associated with multiple deals, if you don't have any case like that is not a problem.  It's quite simple, you should create a checkbox property called "Main Contact" where your sales development team should select as "yes" before creating a deal. Our criteria is that a main contact is the person who opened doors to us (asked a demo) and not the person with more authority or even the first contact created. Than you should create a workflow with all the properties you want to pass to a deal (ofc you should create those properties on the deal side) i.e: Create Date, MQL Date, SQL Date, Acquisition Channel, Conversion Channel, Conversion Path (which requests the prospect made: demo, content x, content y, advisory call, ...), (...) On the workflow you should select "OR" options to each one of those properties and add as re-enrollment rule like these: <img src="https://community.hubspot.com/t5/image/serverpage/image-id/66682i412D8CBC0CE3D75D/image-size/medium?v=v2&px=400" role="button" title="jforte_0-1652892650769.png" alt="jforte_0-1652892650769.png" /> That way your deal will be updated everytime your contact have new data on those properties 🙂  I hope it helps! If you want to learn more about custom attribution I'm building a guide with tons of tips:<UL><LI><A href="https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/A-SaaS-sy-B2B-attribution-guide-on-Hubspot-Level-01/m-p/590165#M1979" target="_blank" rel="noopener">Level 01 • How to customise the original source data - Done</A></LI></UL><UL><LI><A href="https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/A-SaaS-sy-B2B-attribution-guide-on-Hubspot-Level-02/m-p/615164#M2113" target="_blank" rel="noopener">Level 02 • Build a multi-touch linear model - Done</A></LI></UL> Wed, 18 May 2022 16:52:58 GMT jforte 2022-05-18T16:52:58Z