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Multi-touch attribution property update on each new session source

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

Enterprise

Seat pricing: Enterprise 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 Enterprise.

Contact5 stepsUpdated for HubSpot seat pricing
OutcomeEvery new traffic source a contact arrives through gets logged as its own touchpoint record, so marketing ops can see the full path a contact took, not just HubSpot's default first-touch and last-touch properties.
Workflow mapmarketing-ops-018
New session source signal leads to Custom code: create Touchpoint record. Custom code: create Touchpoint record leads to result_code ok?. result_code ok? leads to Yes: Set touchpoint_count; No: Notify marketing ops of logging failure. Set touchpoint_count leads to Set last_touch_source. Yes No New session source signal Custom code: create Touchpoint record result_code ok? Set touchpoint_count Notify marketing ops of logging failure Set last_touch_source
New session source signal leads to Custom code: create Touchpoint record. Custom code: create Touchpoint record leads to result_code ok?. result_code ok? leads to Yes: Set touchpoint_count; No: Notify marketing ops of logging failure. Set touchpoint_count leads to Set last_touch_source. Yes No New session source signal Custom code: create Touchpoint record result_code ok? Set touchpoint_count Set last_touch_source Notify marketing ops of logging failure

When to use it, when not to

Use it

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Skip it

  • Do not use this if the native Marketing Hub Enterprise multi-touch revenue attribution report already answers the question. That report is read-only reporting built into the Campaigns and Analytics tools and needs no custom object; build this fiche only when you need the touchpoint history available as data on the record, for example to feed a list or another workflow.
  • Do not use on a portal without a reliable way to detect "a new session started with a different source." Native workflows do not have a single trigger named that way; this fiche depends on a session-source-changed signal from either a Marketing Hub Enterprise behavioral event or an external analytics integration writing to a contact property.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 5 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 · 5 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 · 2 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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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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