How to Add a Source Field to Associated Deals in HubSpot Contacts

Requested change: On the Contacts tab, for a Customer record, under Associated Deals, add a field named Source with values Draft Order or Web Order.

Problem

Users reviewing customer records in HubSpot need a simple way to tell what type of order created or relates to an associated deal. Today, that distinction is not visible in the Associated Deals area, which makes review and reporting harder.

Symptoms

• Associated deals appear without a clear origin label.
• Users cannot quickly distinguish between draft-order-driven deals and web-order-driven deals.
• Manual review is required to determine how a deal was created.

Prerequisites

• Access to HubSpot contacts and deal property configuration.
• Permission to create or edit deal properties.
• Permission to update the associated deals card or record view if layout changes are required.
• A confirmed business rule that maps each deal to either Draft Order or Web Order.

Solution

Step 1: Create a deal property for Source

Create a custom deal property named Source.

• Object: Deal
• Field label: Source
• Field type: Single-select dropdown
• Options: Draft Order, Web Order

Expected result: A standardized deal field exists and can store one of the two source values for each relevant deal.

Step 2: Populate the Source field during deal creation or sync

Update the process that creates or syncs deals so the new field is set automatically.

• Set Source = Draft Order when the deal originates from a draft order flow.
• Set Source = Web Order when the deal originates from a web order flow.

If historical deals also need this value, run a backfill based on the same source logic.

Expected result: New and updated deals consistently show the correct source classification.

Step 3: Display the field in the Contact record's Associated Deals area

Update the contact record layout or associated deals card settings so the Source property is visible when viewing deals associated with a customer contact.

Expected result: Users can open a customer contact and see each associated deal with its Source value.

Step 4: Validate with test records

Use at least one draft-order example and one web-order example to confirm the field is set and displayed correctly.

Expected result: Both example deals appear under the customer contact with the correct Source value.

Verification

• Open a customer contact in HubSpot.
• Go to Associated Deals.
• Confirm the Source field is visible.
• Confirm draft-order deals display Draft Order.
• Confirm web-order deals display Web Order.
• Confirm newly created deals continue to populate the field automatically.

Best practice: Use a dropdown instead of free text so reporting, filtering, and workflow logic remain consistent.

Preventive Guidance

• Keep the Source field restricted to the two approved values.
• Avoid manual typing where possible; populate the field through automation or sync logic.
• Include the Source field in QA checks whenever deal-creation logic changes.
• If reporting depends on this value, backfill legacy deals before rollout is considered complete.

• This request is best implemented as a deal-level custom property, not a contact property, because the value describes each deal.
• If one contact can have multiple associated deals, each deal should carry its own Source value independently.
• If the Associated Deals card has limited visible columns or properties, prioritize Source alongside deal name, stage, and amount.