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Weekly digest: top marketing sources by contact-to-customer conversion count

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 gets a message ranking the top original sources by how many contacts became customers that week, so channel effectiveness is visible beyond raw lead volume.
Workflow mapreporting-alerts-049
Weekly schedule: Monday 09:00 leads to Report: contacts became Customer, last 7 days, grouped by Original Source. Report: contacts became Customer, last 7 days, grouped by Original Source leads to Sorted by count, top sources first. Sorted by count, top sources first leads to Email sent to marketing distribution list or Slack address. Weekly schedule: Monday 09:00 Report: contacts became Customer, last 7 days, grouped by Original Source Sorted by count, top sources first Email sent to marketing distribution list or Slack address
Weekly schedule: Monday 09:00 leads to Report: contacts became Customer, last 7 days, grouped by Original Source. Report: contacts became Customer, last 7 days, grouped by Original Source leads to Sorted by count, top sources first. Sorted by count, top sources first leads to Email sent to marketing distribution list or Slack address. Weekly schedule: Monday 09:00 Report: contacts became Customer, last 7 days, grouped by Original Source Sorted by count, top sources first Email sent to marketing distribution list or Slack address

When to use it, when not to

Use it

  • Use it when marketing wants a conversion-weighted view of channel performance, not just a count of new contacts per source such as reporting-alerts-010.
  • Use it as a lightweight, always-on companion to a full multi-touch attribution report, for teams that do not need model-based attribution weekly.
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Skip it

  • Do not use it as a substitute for a proper attribution report if the sales cycle is long; a contact converting to Customer this week may have entered the funnel through that source months ago, so this digest measures conversion timing, not the campaign that ran this week.
  • Do not use it on a portal with very few weekly conversions; the ranking will be noisy with small sample sizes and swing widely week to week.
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 · 4

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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FreeSlack alert: deal marked Closed Won (revenue milestone notification)Deal4 steps Weekly email digest: new contacts created this week by original sourceContact2 steps Stage-entry timestamp properties for pipeline velocity reportingDeal5 steps Timeline note logging on critical property change (audit visibility)Deal2 steps

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