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.

Set deal lead source from contact attributes on creation

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.

Set deal lead source from contact attributes on creation