Hi all,<\/P>
\u00a0<\/P>
I\u2019m 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 \u2014 or if there\u2019s a better, more HubSpot-native way to do this.<\/P>
\u00a0<\/P>
Context:<\/STRONG> \u00a0<\/P> To work around this, I built a custom-coded workflow action that takes the Lead object\u2019s \u201cCreated by user ID\u201d<\/STRONG> and writes it into a custom Deal property called \u201cCreated by\u201d<\/STRONG>. This way, the deal inherits the creator from the lead.<\/P> The challenge now is reporting:<\/P> \u00a0<\/P> My question:<\/STRONG> \u00a0<\/P> I feel like I might have over-engineered things, and I\u2019m curious how other teams handle this \u2014 especially those using Lead objects or automated deal creation.<\/P> \u00a0<\/P> Any recommendations, alternative setups, or reporting tricks are very welcome!<\/P> \u00a0<\/P> Thanks in advance<\/P><\/p>\n","protected":false},"excerpt":{"rendered":" Hi all,\u00a0I\u2019m 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 \u2014 or if there\u2019s a better, more HubSpot-native way to do this.\u00a0Context:When our BDRs qualify a Lead object, HubSpot automatically creates a deal via workflow. Because […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1995"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=1995"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1995\/revisions"}],"predecessor-version":[{"id":1996,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1995\/revisions\/1996"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=1995"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=1995"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=1995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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 \u201cCreated by user ID\u201d<\/STRONG> remains empty in many cases.<\/P>
\u2022 Some deals have a value in the original \u201cCreated by user ID\u201d
\u2022 Some deals only have the custom \u201cCreated by\u201d value
\u2022 To fully report on BDR involvement, I need both fields combined or treated as one<\/P>
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?<\/P>