Dec 3, 2021 8:57 AM
I would like to be able to associate deals with campaigns in order to have a better view on what is driving what.
I thought I could create a custom dropdown field that uses the campaign name values, but apparently I can't.
Has anyone done something similar any other way? I don't want a single line of text for the sales person to add anything because that'll be messy. The only thing I can think of is to create a dropdown and add new values whenever I add a new campaign, but that might not be sustainable long term.
I know there are source fields in the deals, but that's not enough.
May 10, 2022 3:33 PM
Hello Irene - have you found a solutoion for this as I'm interested in doing the same. The contacts linked to campaigns isn't working for us, we'd like to associate a deal to the campaign just so we can see the revenue that came from that campaign (using campaigns exclusively to track varius trade shows and conferences we attend). If you wouldn't mind detailing how you created the custom field and how that tied into deals, that'd be much appreciated!
Dec 6, 2021 11:50 AM
Thanks for the reply Ian.
The campaigns association through contacts is not enough, that's why I wanted to have a direct Source Campaign associated with the deal. I've created a custom field and added the list of campaigns and updated for each new one, it's the only solution I found.
Dec 3, 2021 11:27 AM
Hi @IreneG , if you're using HubSpot's campaign tool you can associate assets with a campaign. That way if new contacts are generated from a campaing and a deal is closed with this contact the deal will appear here as well as the associated revenue. (See screenshot below)
Other than that if it's just something you'd like to make a manual note of yourself for creating lists or reports you could just create a custom deal property with dropdown options to be selected. You would of course need to update this dropdown list if new campaigns are being run.
Dec 19, 2022 2:38 PM
The major limitation is that it only focuses on deals that close