linking hubspot deals back to the campaign that brought them

The gap that bit us: contacts who came in through one campaign and then closed months later after a completely different one. The copy step only grabs whatever's on the contact when the deal is created. If you care about first touch as well as last, keep two properties, and set the first one so it's never overwritten once it has a value. Then you can report on both and they tell quite different stories.

What worked for us: capture the UTM campaign on the contact, then copy it onto the deal. 1. Add hidden fields to your forms for utm_campaign (and source/medium if you want) mapped to custom contact properties. HubSpot fills hidden fields from the URL automatically if the parameter name matches. 2. Build a deal-based workflow that fires when a deal is created and uses copy property value to pull the campaign from the associated contact onto a deal property. 3. Report on deals grouped by that property. The built-in original source properties help too, but they only give you the channel, not which specific campaign. And anything created before you set this up stays blank, so start it now.