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Original source / first-touch attribution capture and lock

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact6 stepsUpdated for HubSpot seat pricing
OutcomeThe moment a contact is created, their first-touch original source gets copied into a separate, workflow-managed property set that nothing else ever writes to again, giving reporting a first-touch record that survives later imports, integration syncs, or CRM re-associations.
Workflow mapmarketing-ops-010
Contact created leads to first_touch_capture_date blank?. first_touch_capture_date blank? leads to Yes: Copy Original source to first_touch_source; No: No action, exit, already locked. Copy Original source to first_touch_source leads to Copy drill-down 1 and 2. Copy drill-down 1 and 2 leads to Set first_touch_capture_date to today. Yes No Contact created first_touch_capture_date blank? Copy Original source to first_touch_source No action, exit, already locked Copy drill-down 1 and 2 Set first_touch_capture_date to today
Contact created leads to first_touch_capture_date blank?. first_touch_capture_date blank? leads to Yes: Copy Original source to first_touch_source; No: No action, exit, already locked. Copy Original source to first_touch_source leads to Copy drill-down 1 and 2. Copy drill-down 1 and 2 leads to Set first_touch_capture_date to today. Yes No Contact created first_touch_capture_date blank? Copy Original source to first_touch_source Copy drill-down 1 and 2 Set first_touch_capture_date to today No action, exit, already locked

When to use it, when not to

Use it

  • Use when attribution reporting needs a guaranteed first-touch value and you have seen native source fields change unexpectedly after a later sync or manual edit.
  • Use when multiple integrations or a CRM migration write to the contact record after creation, since some of those can touch source-related fields as a side effect.
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Skip it

  • Do not build this if your native Original source field has never been observed to change after creation in your portal. Adding a locked copy is only worth the property overhead if drift is a real, evidenced problem.
  • Do not use this fiche for multi-touch attribution across the whole customer journey. It captures first touch only; see marketing-ops-018 for a multi-touch approach.
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The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 6 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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