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Paid social (Facebook/LinkedIn/Google) campaign membership auto-tagging

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
OutcomeA contact who converts through a paid social or paid search ad gets tagged with which platform drove them, automatically, without a person cross-checking the ad platform's own reporting.
Workflow mapmarketing-ops-040
Ad source property changes leads to Facebook?. Facebook? leads to Yes: Set paid_social_platform = Facebook; No: LinkedIn?. LinkedIn? leads to Yes: Set paid_social_platform = LinkedIn; No: Google paid?. Google paid? leads to Yes: Set paid_social_platform = Google; No: Other paid channel?. Other paid channel? leads to Yes: Set paid_social_platform = Other paid; No: No action. Yes No Yes No Yes No Yes No Ad source property changes Facebook? Set paid_social_ platform = Facebook LinkedIn? Set paid_social_ platform = LinkedIn Google paid? Set paid_social_platform = Google Other paid channel? Set paid_social_ platform = Other paid No action
Ad source property changes leads to Facebook?. Facebook? leads to Yes: Set paid_social_platform = Facebook; No: LinkedIn?. LinkedIn? leads to Yes: Set paid_social_platform = LinkedIn; No: Google paid?. Google paid? leads to Yes: Set paid_social_platform = Google; No: Other paid channel?. Other paid channel? leads to Yes: Set paid_social_platform = Other paid; No: No action. Yes No Yes No Yes No Yes No Ad source property changes Facebook? Set paid_social_platform = Facebook LinkedIn? Set paid_social_platform = LinkedIn Google paid? Set paid_social_platform = Google Other paid channel? Set paid_social_platform = Other paid No action

When to use it, when not to

Use it

  • Use on any portal running paid ads through the native Facebook, LinkedIn, or Google Ads integrations, or through UTM tagging for a platform without a native integration, where sales or marketing wants a quick, visible tag on the record.
  • Use as a lightweight companion to full attribution reporting, not a replacement for it.
Read more on when to use itShow less

Skip it

  • Do not use if your ad platform integration already writes a fully equivalent property natively. Check your existing ad-source properties before building a second one.

The rest of this spec

Prerequisites · 2 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 · 7 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

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