Associating deals with campaigns

IreneG
Participant

Hi there, 

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. 

Thanks.

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2 Replies 2
Ian_Matt
Participant

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) 


Screenshot 2021-12-03 at 16.25.34.png

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.

IreneG
Participant

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. 

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