First Contact Associated to Deal?

[Gavin5]

Hey guys,

I’m building my own custom deal attribution report based on the first and last touch since the out-of-the-box deal attribution reports weren’t customizable and didn’t accurately reflect the sources since we wanted to report on a lot of offline sources from in-person events. Plus, we wanted to be able to break it down by each specific event.

I have two custom fields on the contact level called “Lead Source” and “Latest Lead Source.” The main issue is that since each deal is associated with multiple contacts, the report double-counts deals for each contact with the known lead source.

Can I filter by the first contact associated with the deal? What would be the best workaround for this?

[karstenkoehler]

Hi @Gavin5,

HubSpot does not have any capabilities to filter for first or last in reports, unfortunately – at least not directly.

Luckily, with the introduction of sync properties, one can reference the first created or last updated associated contact record: Create sync properties that copy data to associated records

You would have to create a sync property for “Lead source” and “Latest lead source” on the deal object to pull the information from associated contact that was created first into the deal. Two additional properties but problem solved

You can then report on these deal sync properties.

Best regards!

[Gavin5]

Thanks, this is super helpful. Would this pull information from the first contact created specifically when a deal is created or just in general? Also, after doing this I’m seeing the field blank on the deal level. Does it not work retroactively?

[karstenkoehler]

@Gavin5 HubSpot will need a few minutes to populate this on all records. Wait a moment and check back

The sync property will look at the oldest associated contact, not taking into account whether this association existed at the time of creation or not. For sync properties, only the ‘now’ matters.

[AlexEskimoz]

Hi @karstenkoehler , I have a similar issue to the one mentioned by @Gavin5 : I’m building a reporting to track how my contacts are converting over time, and which demo requests lead to qualified meetings → opports (deal creation) → signatures. However, I also get an issue because contacts are double-counted, especially when several contacts are linked to the same opportunity.
I’d like to build a filter based on the 1st associated contact, as you suggest, but cannot find how despite trying with the Sync properties as you mention: is there a contact property that I could sync onto the Deal object to find the name of the first contact associated to the deal?

Thanks in advance!