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Custom object campaign/event attribution rollup to contact

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.

Custom5 stepsUpdated for HubSpot seat pricing
OutcomeContacts show which HubSpot campaigns actually touched them and how many times, directly on the record, without anyone cross-referencing engagements against the Campaigns tool by hand.
Workflow mapmarketing-ops-031
latest_campaign_engaged changes leads to Custom code: create Campaign Touch record, recount. Custom code: create Campaign Touch record, recount leads to result_code ok?. result_code ok? leads to Yes: Set campaigns_touched_count; No: Notify marketing ops of logging failure. Set campaigns_touched_count leads to Set primary_campaign. Yes No latest_campaign_engaged changes Custom code: create Campaign Touch record, recount result_code ok? Set campaigns_touched_count Notify marketing ops of logging failure Set primary_campaign
latest_campaign_engaged changes leads to Custom code: create Campaign Touch record, recount. Custom code: create Campaign Touch record, recount leads to result_code ok?. result_code ok? leads to Yes: Set campaigns_touched_count; No: Notify marketing ops of logging failure. Set campaigns_touched_count leads to Set primary_campaign. Yes No latest_campaign_engaged changes Custom code: create Campaign Touch record, recount result_code ok? Set campaigns_touched_count Set primary_campaign Notify marketing ops of logging failure

When to use it, when not to

Use it

  • Use when you run several parallel campaigns and need "campaigns touched" visible on the contact record itself, not only inside the Campaigns tool's own reporting.
  • Use when native first-touch and last-touch properties alone are not enough to see the breadth of campaign engagement for a contact.
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Skip it

  • Do not use if you only run one or two campaigns at a time. The native Campaigns tool's own reporting already answers "who did this campaign reach" without a custom object.
  • Do not use without Marketing Hub Enterprise. This fiche depends on a custom object and a custom coded action, both Enterprise-tier or Data Hub-gated capabilities. A Professional-tier substitute is in Variants.
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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 · 4 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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