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Weekly email digest: new contacts created this week by original source

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.

Contact2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a week, marketing leadership gets an email showing how many new contacts were created and which original source drove them, without opening the reporting tool.
Workflow mapreporting-alerts-010
Weekly schedule: Monday 08:00 leads to Dashboard report renders: contacts created last 7 days. Dashboard report renders: contacts created last 7 days leads to Grouped by Original Source. Grouped by Original Source leads to Email sent to distribution list. Weekly schedule: Monday 08:00 Dashboard report renders: contacts created last 7 days Grouped by Original Source Email sent to distribution list
Weekly schedule: Monday 08:00 leads to Dashboard report renders: contacts created last 7 days. Dashboard report renders: contacts created last 7 days leads to Grouped by Original Source. Grouped by Original Source leads to Email sent to distribution list. Weekly schedule: Monday 08:00 Dashboard report renders: contacts created last 7 days Grouped by Original Source Email sent to distribution list

When to use it, when not to

Use it

  • Use it for a recurring, low-maintenance pulse-check on lead volume and channel mix.
  • Use it as a starting point before building a more detailed multi-touch attribution report.
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Skip it

  • Do not use this fiche's approach if a Slack-native message is the actual requirement. This build is native and email-based; see Variants for a Slack alternative that needs custom code.
  • Do not use it if "original source" is inconsistently populated on the portal (for example most contacts import as Offline or Other). Fix source tracking first, or the digest reports noise.
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 · 2 numbered actions

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

Known pitfalls · 5

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

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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