Link Deals to Campaigns

IGI · ‎Apr 1, 2019

For those using both the marketing and sales platforms, why isn't there a clear way to link a deal back to a campaign? It seems like it should be obvious in linking marketing efforts to sales deals.

Phil_Vallender · ‎Apr 1, 2019

Hi @IGI

Its a good question.

I think it comes down the philosophy that is behind the CRM. In HubSpot, a campaign is a collection of assets that can reach and influence contacts. A deal, meanwhile, is an abstract concept that can not be touched by a campaign. So it makes no sense to associate indiviudal deals with campaign. But deal associated to contacts touched by the campaign can be measured.

I could be completely wrong though. Interested to hear others' thoughts.

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Josh · ‎Apr 2, 2019

I would agree 100% with @Phil_Vallender on this one. Great answer!

@IGI, The campaign analytics tool under reports > analytics tool is a very easy way to see which contacts were influenced. The table report at the bottom will also show which deals were closed that were associated with the campaigns, but the deal has to be connected to an influenced contact.

Josh

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orangepegs · ‎Dec 19, 2022

100% disagree. People are looking for ways to link open deals to existing campaigns. There is nothing abstract about it. I get this request often.

Link Deals to Campaigns

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