Set deal lead source from contact attributes on creation
Set deal lead source from contact attributes on creation
Your new deals arrive without lead-source context, causing attribution and campaign ROI to be unclear. It applies the contact's lead source so reporting and campaign decisions are accurate same day.
Overview
When lead-source values live only on contact records, marketing loses attribution clarity and campaign ROI is harder to trust; this flow copies contact-level source into deals at creation. That gives campaign managers same-day attribution and cleaner pipeline reports for faster optimization.