HubSpot's change sources

Within HubSpot, you can view a record's source to understand how a record was created or view a record's property history to see how its property values have been updated over time. The source values below show which tool, user, or process updated the record. For example, the record was created by an import or a record's property value was changed via a workflow.

The following sources apply to the Record Source property and property history information (i.e., the Source column). To understand how contacts have interacted with your online content, review traffic sources and the Original and Latest Traffic Source properties instead.

Please note: some sources below don't apply to the Record source property as certain tools cannot create records.

A record can be updated through the following sources:

• Activities: a logged activity.
• Ads: a manual update in the ads tool or through an ads background process.
• Analytics: web analytics, visits, traffic information, or by an interaction with the HubSpot tracking code.
• Approvals: the approvals system in response to user action or as part of internal backfill or cleanup.
• BCC'd Email: an email with the HubSpot BCC address.
• Batch Update: a batch API endpoint, or an internal batch migration.
• Bot Chatflow: a chatbot.
• Buyer-Intent: from the buyer intent tool.
• CRM Setting: a HubSpot setting, for example the setting to automatically create and associate companies with contacts.
• CRM UI: a manual action in HubSpot (e.g., manually create a contact). If a user makes the change, their profile name and email address will be listed.
• CRM Bulk Action: a bulk action in HubSpot.
• Custom Agent: by a custom agent (BETA). The agent’s name will appear as a link in the source. The source will also show who created the agent.
  
  

  Please note: the custom agent change source is available only to accounts enrolled in the Meet Agent Builder: custom agents made for your business beta.

• Customer Portal: by a contact's interaction with the customer portal, including being invited to the portal, registering for access, or updating profile details. 
• Connected Account: by a separate HubSpot account connected via multi-account management. 
• Connected Inbox: an email sent through a personal or team connected inbox.
• Content Membership: by registering to access private content.
• Conversations: conversations in the inbox.
• Customer Agent: by the customer agent. The configured agent name is also displayed.
• Custom Events: a custom event.
• Data Integration: a sync from a data integration to the CRM. 
• Data Quality: by the manage duplicate records tool. The value will display additional details such as standard or custom duplicate rule and automatic or manual change.
• Documents App: the documents tool.
• Ecommerce Integration: a connected ecommerce app.
• Email Activity: by an interaction with an email.
• Feedback: a feedback survey.
• Forecasting: from the forecast tool.
• Forms: a form submission.
• Forwarded Email: an email with the HubSpot forwarding address.
• Goals: reporting goals.
• HubSpot AI: AI within HubSpot tools, such as data quality recommendations. 
• HubSpot Calculation: by an update from a property, an associated HubSpot record, or a change to a setting, such as permissions.
• HubSpot Company Insights: by HubSpot's Insights on companies.
• HubSpot-owned Tool: a HubSpot tool, such as the Invoice Template Generator.
• HubSpot Processing: by an internal HubSpot process, or a request made by a deprecated HubSpot API Key.
• Import: an import.
• Inbound and Outbound Callflow: an inbound or outbound call.
• Integration: a connected app.
• Marketplace: the marketplace.
• Meetings: a meeting scheduling page.
• Mobile Android: in the HubSpot Android mobile app.
• Mobile iOS: in the HubSpot iOS mobile app.
• Playbooks: the playbooks tool.
• Property Default Value: the default value configured for the property. 
• Property Restore: by the property restore tool.
• Quotes: a quote.
• Record Clone: the record was cloned.
• Restore Tool (Recycling Bin): the record was previously deleted, but was restored from the recycling bin.
• Revenue Hub: the payments tool.
• Sales Extension: the HubSpot Sales extension.
• Sales Processing: by internal sales activity processing.
• Salesforce: the HubSpot-Salesforce integration.
• Scoring: due to score property criteria.
• Sequences: a sequence.
• Social: a social channel.
• Tasks: from the tasks tool.
• Team Permissions Sync: due to internal syncing of permissions.
• Workflow: a workflow.