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Attributing Cross-Sell and Expansion Deals in HubSpot | RevGenius

Attributing Cross-Sell and Expansion Deals in HubSpot

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Hi everyone! Quick question for anyone managing expansion/x-sell — How are you currently attributing opportunities/deals that come from cross-sell or expansion activity in HubSpot?

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4 comments

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Jon M.
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To answer this effectively, I need more detail on what your expansion/x-sell process looks like. We have a process we implement for some customers that sets up deal source using UTMs or other triggers to tag them with a source and then you can track conversion etc based on source.
Benedetta P.
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Jon M. some more context: Especially because we've seen that Hubspot overrides the utm mediums. My initial thoughts were to create a contact object property and establish there the attribution. Wdyt?
Benedetta P.
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Hi Jon M. 👋 we're currently tagging our cross-sell deals in Hubspot via deal type I was more interested in knowing how others were tracking the performance of expansion opportunities. E.g. X% from CSLQs, X% from product led marketing ect... More to get an understanding of expansion pipegen performance
Jon M.
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best option here is deal to deal association labels. Create an expansion/x-sell deal, and then associate it to the originating deal w/label for expansion/x-sell etc. There are also some things you can do with calculations to track changes etc. Some of this will really depend on your subscription management platform and how its set up and integrated with hubspot. Happy to chat in more depth as I spend a lot of time in this space.