We ave new to Hubspot and finding the various source fields a bit confusing. We need to be abel to track if a Contact\Company\Deal came from a specific campaign. For instnace, we have a company that is responsible for making outbound calls and turing over new leads to teh sales team. How can we best note that as the lead source? In our old CRM we would have a field labeled “Lead Source” that was a drop down of all our lead generating campaigns, specific print adds, email blasts, specific trade shows etc… Any thoughts would be helpul
Hi!
To sort things out regarding HubSpot source fields, check out other sources Campaign name retrieved from the utm_campaign parameter. I think you might be able to get what you want from source drill down properties with utm_campaign parameters assigned.
Otherwise you might want to look into making a custom property for say “custom lead souce” as you described it: dropdown, containing all campaigns. This might mimic process you had with your old CRM where you note sources that are not covered by the source properties HubSpot already has.