View and use record source properties

Source properties provide information about how records were created and how they interact with your business. The Record source property tells you how records were originally created in your CRM. This property can be used in other HubSpot tools to segment records, trigger automation, and report on record data.

This article outlines the Record source and Record source detail properties, which include all methods of creating records. To understand how records have interacted with your web content, refer to the Original source and Latest source properties instead.

Record source values

The Record source property tells you which tool or process created a record. The Record source detail properties provide more specific information, for example, the specific form or user that created the record. These properties are set automatically by HubSpot and the values cannot be manually edited.

Record sources

The Record source options are:

• Activities: the record was created via a logged activity.
• Ads: the record was created via a manual update in the ads tool or via an ads background process.
• Analytics: the record was created by web analytics, visits, traffic information, or by an interaction with the HubSpot tracking code.
• Approvals: the record was created by the approvals system in response to user action or as part of internal backfill or cleanup.
• BCC'd Email: the record was created via an email with the HubSpot BCC address.
• Batch Update: the record was created by a batch API endpoint, or an internal batch migration.
• Bot Chatflow: the record was created via a chatbot.
• CRM Setting: the record was created via a HubSpot setting, for example the setting to automatically create and associate companies with contacts.
• CRM UI: the record was manually created in HubSpot (e.g., manually create a contact).
• CRM Bulk Action: the record was created in HubSpot via a bulk action.
• ChatSpot: the record was created via ChatSpot.
• Connected Inbox: the record was created via an email sent through a personal or team connected inbox.
• Content Membership: the record was created by registering to access private content.
• Conversations: the record was created via conversations in the inbox.
• Custom Events: the record was created via a custom event.
• Documents App: the record was created from the documents tool.
• Ecommerce Integration: the record was created via a connected ecommerce app.
• Email Activity: the record was created by an interaction with an email.
• Feedback: the record was created via a feedback survey.
• Forecasting: the record was created from the forecast tool.
• Forms: the record was created via a form submission.
• Forwarded Email: the record was created via an email with the HubSpot forwarding address.
• Goals: the record was created via reporting goals.
• HubSpot AI: the record was created via AI within HubSpot tools, such as data quality recommendations. 
• HubSpot Calculation: the record was created by an update from a property, an associated HubSpot record, or a change to a setting, such as permissions.
• HubSpot Company Insights: the record was created by HubSpot's Insights on companies.
• HubSpot Processing: the record was created by an internal HubSpot process, or via a request made by a deprecated HubSpot API Key.
• Import: the record was created via an import.
• Inbound and Outbound Callflow: the record was created via an inbound or outbound call.
• Integration: the record was created via a connected app.
• Marketplace: the record was created via the marketplace.
• Meetings: the record was created via a meeting scheduling page.
• Mobile Android: the record was created in the HubSpot Android mobile app.
• Mobile iOS: the record was created in the HubSpot iOS mobile app.
• Payments: the record was created via the payments tool.
• Playbooks: the record was created via the playbooks tool.
• Quotes: the record was created via a quote.
• Restore Tool (Recycling Bin): the record was previously deleted, but was restored from the recycling bin.
• Sales Extension: the record was created via the HubSpot Sales extension.
• Sales Processing: the record was created by internal sales activity processing.
• Salesforce: the record was created via the HubSpot-Salesforce integration.
• Scoring: the record was created due to score property criteria.
• Sequences: the record was created via a sequence.
• Social: the record was created via a social channel.
• Tasks: the record was created from the tasks tool.
• Team Permissions Sync: the record was created due to internal syncing of permissions.
• Workflow: the record was created via a workflow.

Record source details

There are three Record source detail properties that provide more specific information about how a record was created. Depending on the source and the specificity available, the number of details properties containing values will vary (e.g., Record source detail 1 has a value, but Record source detail 2 and Record source detail 3 don't).

For example, if a deal was created via import, the source information would be:

• Record source: Import.
• Record source detail 1: the name of the import.

View a record's source properties

To understand how a record was created, you can view each record's source and source details.

Please note: the Record source property was created in February 2024 and backfilled with data for the past four years. The Record source detail properties were created in March 2024 and were backfilled with 30 days of information. As a result, older records in your CRM may not have Record source or Record source detail values.

• Navigate to your records:
  • Contacts: In your HubSpot account, navigate to CRM > Contacts.
  • Companies: In your HubSpot account, navigate to CRM > Companies.
  • Deals: In your HubSpot account, navigate to CRM > Deals.
  • Tickets: In your HubSpot account, navigate to CRM > Tickets.
  • Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
• Click the name of a record.
• In the left panel, About section, view the Record source, Record source detail 1, Record source detail 2, and Record source detail 3 properties. If you don't see the properties, at the bottom of the About section, click View all properties, then search for Record source.

• To view when the source was set, hover over the property, then click Details.

Learn more about the Record source values.

Analyze data trends using sources

The data model overview uses Record source values to generate graphs and tables that breakdown how and when records were created, updated, deleted, or merged via different sources. Learn how to analyze data trends in the data model overview.

Use record sources in other HubSpot tools

You can use record sources and details to filter and segment records in other HubSpot tools. You can use Record source and the Record source detail properties in the following tools:

• Object views
• Lists
• Workflows (Enrollment triggers and actions)
• Reports