Update CRM deal original source from pipeline deals

Your pipeline deals often arrive in your CRM missing original source, causing attribution gaps and misrouted outreach. Keep deal source populated so reps and managers have attribution within minutes.

Workflow preview:

Zap details:

Overview

When deal source data doesn't make it into your CRM, attribution and reporting break and reps waste time guessing where leads came from. This flow copies the pipeline's original source into the canonical deal record and notifies an admin on failures, so managers see consistent attribution within minutes.