Best way to identify BDR-sourced deals when many deals have no “Created by user ID”?

[COHagan8]

Hi all,

I’m currently working on improving our attribution for BDR-sourced deals, and I would love to get your input on whether the approach I chose is the smartest one — or if there’s a better, more HubSpot-native way to do this.

Context:
When our BDRs qualify a Lead object, HubSpot automatically creates a deal via workflow. Because the deal is created by automation rather than a human, the standard property “Created by user ID” remains empty in many cases.

To work around this, I built a custom-coded workflow action that takes the Lead object’s “Created by user ID” and writes it into a custom Deal property called “Created by”. This way, the deal inherits the creator from the lead.

The challenge now is reporting:

• Some deals have a value in the original “Created by user ID”
• Some deals only have the custom “Created by” value
• To fully report on BDR involvement, I need both fields combined or treated as one

My question:
Is this approach actually the best way to identify BDR-sourced deals?
Or is there a more scalable / native best practice to attribute deal creation back to the original BDR?

I feel like I might have over-engineered things, and I’m curious how other teams handle this — especially those using Lead objects or automated deal creation.

Any recommendations, alternative setups, or reporting tricks are very welcome!

Thanks in advance

[karstenkoehler · Accepted solution]

Hi @COHagan8,

Have you considered a cross-object report across leads + deals?

You could visualize BDR influenced revenue (or won amount) by adding the lead owner and deal amount to the visualization. Based on the lead <> deal association, you could report on the BDR directly (if they are the lead owner).

Best regards