Lead, Deal and Compnay source Discrepancy

Smart CRM & Sales Hub CRM
1

Hi,

I need help with discrepancies between leads, deals, and company source properties.

I have two questions:

1. Is there a way to filter a view or a list to see all the sources from all these objects: Lead Source, Company Source, Deal source?

2. What is the most intelligent way to align these values from the Lead Source?

Thanks

2

Hello @OAskarov thank you for posting in our Community!

I want to share this knowledge base with more information. It’s a great source that explains the source.

To our top experts @jolle @Shadab_Khan any recommendations to @OAskarov?

Thank you,

Pam

3

Hello @PamCotton ,

Thank you very much for this answer.

Can you please resend me the knowledge base link? It doesn’t open.

Thank you

4

Thanks @PamCotton,

Hi @OAskarov

Really good and important question here:

Natively the source properties are bit of a hassle to work with, You will be better of on modelling that data and transferring them in custom properties and move them through contact ➝ company ➝ deal objects

Our team had a similar use-case where we did this, feel free to take a look and implement this solution tailored to your business.

Stay Awesome & Keep Doing it BIG :fire:

5

Hi @Shadab_Khan ,

Thank you for that explanation. I’m really looking for a solution without the need to export data from HubSpot to Excel :neutral_face:. I guess this is not an option right now in HubSpot.

We have Lead Source, Deal Source, and Company source properties that narrow down the lead’s attribution from the Original Source.

I appreciate your help!

I’ll try to sort it out some way.

Thanks again!

6

@OAskarov That excel thing is a one-time exercise for historical data, once you are done with that WFs will take care of the rest for all your new data, that solution won the Impact Award by HubSpot

7

@OAskarov

Try this link that @PamCotton shared