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Property: first-touch and last-touch timestamp helpers (funnel reporting)

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.

Contact3 stepsUpdated for HubSpot seat pricing
OutcomeEvery contact carries a clean, report-friendly first-touch channel and date, plus a last-touch channel and date that updates on each new interaction, so funnel reports do not depend on parsing HubSpot's native analytics-source properties.
Workflow mapreporting-alerts-038
Contact created leads to Set first_touch_channel from analytics source. Set first_touch_channel from analytics source leads to Set first_touch_date = createdate. Last-touch analytics property changes leads to Set last_touch_channel = new value. Set last_touch_channel = new value leads to Set last_touch_date = today. Contact created Last-touch analytics property changes Set first_touch_channel from analytics source Set last_touch_channel = new value Set first_touch_date = createdate Set last_touch_date = today
Contact created leads to Set first_touch_channel from analytics source. Set first_touch_channel from analytics source leads to Set first_touch_date = createdate. Last-touch analytics property changes leads to Set last_touch_channel = new value. Set last_touch_channel = new value leads to Set last_touch_date = today. Contact created Set first_touch_channel from analytics source Set first_touch_date = createdate Last-touch analytics property changes Set last_touch_channel = new value Set last_touch_date = today

When to use it, when not to

Use it

  • Use it when the reporting team wants first-touch and last-touch as simple, stable properties they can drop straight into a report or a custom object without also pulling in HubSpot's broader analytics property set.
  • Use it as a foundation for attribution-style reporting that groups conversions by entry channel.
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Skip it

  • Do not use it if the portal already reports directly off native analytics properties (hs_analytics_source, hs_analytics_last_touch_converting_campaign) inside the report builder; this fiche only helps when those native fields are harder to use directly in the reporting tool of choice.
  • Do not expect multi-touch attribution modeling from this. It captures only the first and the most recent touch, not the full path between them.
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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 · 5 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 3 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 · 1 case, 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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