Filter Deals with Contact properties

HubSpot Ideas
1

Hello,

We would need to filter deals with Contact properties to have real data of the kind of deals we have closed and the origin oh those.

Regards,

2

@Gayats - There is a set HubSpot default ‘Source’ Deal properties which you could utilise for filtering your Deal pipeline by where it originated from:

  • Original Source Type - Original source for the contact with the earliest activity for this deal.
  • Original Source Data 1 - Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.
  • Original Source Data 2 - Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.
  • Latest Source - Source for the contact either directly or indirectly associated with the last session activity for this deal
  • Latest Source Data 1 - Additional source details of the last session attributed to any contacts that are directly or indirectly associated with this deal
  • Latest Source Data 2 - Additional source details of the last session attributed to any contacts that are directly or indirectly associated with this deal
  • Latest Source Timestamp - Timestamp of when latest source occurred for either a directly or indirectly associated contact

If you have created custom source properties at a contact level in your HubSpot portal you could look to build out a workflow to stamp these values over to the relevant associated deal records.
Alternatively, a custom report cacn be created with multiple data sources - both contact and deal - to build out a report showing closed deals by the origin of the associated contact record