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HubSpot Source Properties 101: Breaking Down the Original, Latest and Record Source Fields

Автор: Kiwi Creative

Загружено: 2024-09-23

Просмотров: 550

Описание:

How does the Latest source field get populated in HubSpot for a Contact? Company? Deal? What about Original source? Record source? These source properties may seem confusing at first, but we're here to demystify them all!

What does this mean? The three source properties in HubSpot—Original Source, Record Source and Latest Source—are available across all of the default objects, and all operate a touch differently across these objects. Knowing the quirks of each one and how it changes from object to object will save you from more than a few headaches!

Need inspiration? Creating reports that utilize these source properties can help your team better understand everything from the success of certain marketing tactics, to the areas you need to clean up in your sales processes.

In this video, your HubSpot Helper will review:
• what the three source properties are and how they differ from one another
• how these properties are defined across the default objects
• which properties are editable—and whether they should or shouldn't be edited
• how your business might use these properties in automation, segmentation and more

Want to read a bit more about the differences between the properties? Take a peek at our handy guide that includes helpful definitions for source properties and a host of other properties that may surprise you.

Download the guide here 👉 https://resources.kiwicreative.net/de...

_____________

🎦 About "Your HubSpot Helper"

Your HubSpot Helper is a YouTube series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!

Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities.

Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.

_____________

🥝 About Kiwi Creative

Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:

• A long-time HubSpot Platinum Solutions Partner
• Leaders of the HubSpot User Group for B2B Technology USA
• Certified in HubSpot's Partner Scaled Onboarding program
• Hosts of the "Your HubSpot Helper" YouTube Series

_____________

🚀 Ready to transform your HubSpot experience? 🚀

Discover how our custom HubSpot Action Plan can elevate your CRM, marketing and sales efforts in just one week.

Act now and start your journey to HubSpot mastery today 👉 hubspotactionplan.com

HubSpot Source Properties 101: Breaking Down the Original, Latest and Record Source Fields

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