Looking for a Solution to Connect Deals and Campaigns in HubSpot

Smart CRM & Sales Hub CRM
, ,
1

Hi everyone,

We’re looking to create a proper connection between HubSpot deal records and campaign records. As we are utilizing HubSpot, we need to track which deals are being generated through specific marketing campaigns. However, based on our research, we found that HubSpot does not offer a native, out-of-the-box direct relationship between deals and campaigns. After reviewing several HubSpot community discussions and HubSpot support articles, it’s clear this limitation has existed for years and is still present today.

Here are a few references that support our findings:

https://community.hubspot.com/t5/Reporting-Analytics/Link-Deals-to-Campaigns/m-p/262524
https://community.hubspot.com/t5/CRM/Associating-deals-with-campaigns/m-p/537371
https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Associate-HubSpot-campaign-with-Leads-and-Deals/td-p/1141265

Since there’s no built-in way to establish this connection, we explored a custom workaround using a custom object. Our idea was to associate the custom object with both the deal record and the campaign record. While we were able to associate it with the deal, HubSpot does not allow associations with campaign records, which limits our ability to move forward with this solution.

Given this challenge, we’re seeking a reliable way to implement a custom solution or, ideally, leverage any native functionality we may have overlooked, to address this issue effectively. We are utilizing HubSpot’s Marketing, Sales, and Operations Hubs on the Enterprise tier, and have already explored several default contact properties, including:
First/Last Touch Converting Campaign
First/Recent Conversation

Despite these efforts, we have yet to achieve the desired outcome. Therefore, we would greatly appreciate any recommendations, best practices, or examples of similar implementations from your experience.

If there is an existing out-of-the-box feature that could address this need, which we may have missed initially, we would be eager to learn more about it.

Thank you in advance for your time and support. Your insights could be incredibly valuable as we work toward a scalable and effective solution.

Thank you!

2

Hi @CFernando23 — great question!

You’re right that HubSpot doesn’t currently support a native association between Deals and Campaigns. But here’s a general approach that works well as a scalable workaround:

  1. Capture campaign data at the contact level using UTM parameters and default campaign properties (like First/Last Touch Converting Campaign).
  2. Use workflows to copy key campaign info from contacts to deals via custom properties (e.g., Campaign Name, Source, etc.), ensuring attribution even when contacts generate multiple deals.
  3. Leverage Revenue Attribution reporting (available in Marketing Hub Enterprise) to track campaign influence across the buyer’s journey and analyze which efforts drive revenue.

Let me know if you’d like help setting this up or customizing the approach based on your pipeline. Happy to dive deeper!

Carolina De Mares

CarolinaDeMares_0-1744137610972.png
CarolinaDeMares_0-1744137610972.png130×130 23.5 KB

Brandgang

Goirkekanaaldijk 14

5046 AT Tilburg

3

Hi @CFernando23
I think everyone here feel your pain haha. HubSpot still won’t let us click “Associate campaign” right on a deal, so we’re forced to stitch the story together.
From what I know, here’s a clean way to get trustworthy deal-to-campaign insight today:

• Lean on Campaign Attribution (Enterprise feature). Inside Marketing > Campaigns, open any campaign, hop to the Attribution tab, then switch the selector to Deal create or Revenue. HubSpot back-fills which closed-won deals (and amounts) it credits to that campaign via multi-touch modeling; you can drill into the deal list or save the report to a dashboard. knowledge.hubspot.com

• If you only need aggregated ROI, you’re done. The Performance tab already shows “Attributed revenue” and “Associated deal value” without extra wiring. knowledge.hubspot.com

• Need a per-deal property? Create a custom single-line text on the Deal object called something like “Primary campaign.” In an Ops Hub Pro workflow: when a deal is created, copy the contact’s “Recent converting campaign” (or your preferred touch property) into that deal field. That gives you a direct column to filter, export, or join in custom reports—no actual association object required.

• Multi-contact deals? Add a roll-up step: let the workflow look at all associated contacts, pick first-touch or last-touch logic, then stamp the deal. It’s not perfect attribution science, but execs love a single campaign tag.

• Why custom objects won’t help. HubSpot’s association framework still blocks custom objects from pairing with the Campaign object, so you’d just recreate the same wall you hit.

Hope this helps.