Hey,
Is there a way to capture latest source at the point of a hubspot form conversion.
This would then be used to pull the total number of “won” and “lost” deals based on the latest source of their latest hubspot form submission.
Many thanks,
Hi @LMould,
Depending on which conversion exactly you’re interested in, this is best achieved with a workflow that copies the value from latest source properties into a custom properties.
You’d enroll this contact into the workflow when this conversion happens. The workflow would then use the “Copy property value” action to copy from the latest source field(s) into custom field(s) once, not touching the custom fields again. This would allow you to safely report on these one-time use properties.
Let me know if you have any follow-up questions!