Skip to content

Add visit source to deals for accurate attribution

Notes often miss visit source, so your reps lack attribution for outreach. Extract source and write it to deals so marketing ops and sales have attribution before first follow-up.

Add visit source to deals for accurate attribution

Workflow preview:

Zap details:

Overview

Missing source context forces reps to guess and slows outreach. This flow extracts visit-source details from prospect notes and writes a single, consistent "company / source / visit type" value onto the deal so marketing ops and sales have usable attribution within minutes.

Add visit source to deals for accurate attribution