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. These properties exist for all objects and have the same values and behavior regardless of the type of object. You can use these values 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 Traffic Source and Latest Traffic 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. The property values are the same for all objects, set automatically by HubSpot, and cannot be manually edited.

Record sources

Refer to this list of sources for the possible Record Source values. The values are the same for all objects.

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). The values are the same for all objects.

Please note: in most cases, the detail properties cannot be manually set or edited. However, when creating records via an integration, the integration can specify values for the Record Source Detail 2 and 3 properties.

For example:

• If a record was created via import, the source information would be:
  • Record Source: Import.
  • Record Source Detail 1: the name of the import.

• If a record was created from a form submission, the source information would be:
  • Record Source: Forms.
  • Record Source Detail 1: the name of the form.

• If a record was created via a workflow, the source information would be:
  • Record Source: Workflow.
  • Record Source Detail 1: the name of the workflow.

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. 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, view the Record Source property. If the property isn't shown, in a properties section, click Actions > 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