Reporting & Analytics

leighlanbrooke
Member

How does a deal inherit the original source from a contact?

SOLVE

Hi there,

Thanks for any responses in advance! 

My company is using the "original source" property to identify deal source revenue by original source channel. I understand that this is inherited from the contact associated with the company/deal. Can anyone provide some guidance on how Hubspot selects the "contact" that will influence the company/deal original source? 

Many of our deals have multiple contacts associated with them. I was curious whether one of the following is the answer:
1. Inherits the contact properties from the "oldest contact" (i.e. a contact created in 2018 vs 2019)
2. Which contact is associated with the deal first

Thank you! 

2 Accepted solutions
kaburke
Solution
HubSpot Employee
HubSpot Employee

How does a deal inherit the original source from a contact?

SOLVE

This is a really interesting question I hadn't considered before.  I have run a few tests and the deal original source is inherited from the oldest contact's original source.   Let me know if you are seeing any examples of something else and I am happy to take a look!

View solution in original post

Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How does a deal inherit the original source from a contact?

SOLVE

Hi @leighlanbrooke @kaburke 

 

Just to add to this, this is now confirmed by the documentation on default deal properties:

 

"Original source: the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property."

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

3 Replies 3
kaburke
Solution
HubSpot Employee
HubSpot Employee

How does a deal inherit the original source from a contact?

SOLVE

This is a really interesting question I hadn't considered before.  I have run a few tests and the deal original source is inherited from the oldest contact's original source.   Let me know if you are seeing any examples of something else and I am happy to take a look!

Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How does a deal inherit the original source from a contact?

SOLVE

Hi @leighlanbrooke @kaburke 

 

Just to add to this, this is now confirmed by the documentation on default deal properties:

 

"Original source: the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property."

Phil Vallender | Inbound marketing for B2B technology companies
darynsmith
Top Contributor | Elite Partner
Top Contributor | Elite Partner

How does a deal inherit the original source from a contact?

SOLVE

Interesting question, I don't have the answer - but adding a note here so that I get notified when someone does answer!

Daryn Smith
Chief Strategy Officer
Huble Digital