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Attribution data lock after SQL handoff for reporting integrity

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.

Contact5 stepsUpdated for HubSpot seat pricing
OutcomeOnce a contact is handed to sales as a Sales Qualified Lead, the attribution values marketing reports on are frozen in a snapshot, so a later re-import, merge, or new campaign touch never quietly rewrites numbers already reported to leadership.
Workflow mapmarketing-ops-034
Lifecycle stage changes to Sales Qualified Lead leads to Attribution locked already true?. Attribution locked already true? leads to No: Snapshot original source and first touch campaign; Yes: No action. Snapshot original source and first touch campaign leads to Set attribution_locked = true. No Yes Lifecycle stage changes to Sales Qualified Lead Attribution locked already true? Snapshot original source and first touch campaign No action Set attribution_locked = true
Lifecycle stage changes to Sales Qualified Lead leads to Attribution locked already true?. Attribution locked already true? leads to No: Snapshot original source and first touch campaign; Yes: No action. Snapshot original source and first touch campaign leads to Set attribution_locked = true. No Yes Lifecycle stage changes to Sales Qualified Lead Attribution locked already true? Snapshot original source and first touch campaign No action Set attribution_ locked = true

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

When to use it, when not to

Use it

  • Use once your team has been burned by an attribution report changing after the fact because a later touch rewrote first-touch or last-touch fields.
  • Use alongside marketing-ops-010 (first-touch lock) to cover the fuller attribution set, not only first touch.
Read more on when to use itShow less

Skip it

  • Do not use if attribution fields already stop changing on their own after SQL handoff in your portal; check current behavior on a test record before building this.
  • Do not expect this to prevent someone from editing the original fields directly. It creates a separate frozen snapshot for reporting; it does not lock the source field itself. See Known pitfalls.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 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 · 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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