HubSpot Process Documentation

Metadata

• Generated by: HubSpot Documentation Engine
• Total process candidates: 1
• Workflow assessment scope: name_contains via DOCS_WORKFLOW_PREFIXES: ELEVATE, Quality (86/500)
• List assessment scope: name_contains via DOCS_LIST_PREFIXES: ELEVATE (45/2191)
• Status: draft

Data-Quality-Copy LinkedIn-Campaign-ID & Name to Touchpoint

METADATA title: Data-Quality-Copy LinkedIn-Campaign-ID & Name to Touchpoint type: process domain: Data Quality objects: [Touchpoint] status: draft

User Story (optional)

Logic not derivable from system.

Why

• Why this process exists: Logic not derivable from system.
• What business problem it solves: Logic not derivable from system.
• What breaks if removed: HubSpot would stop executing the system behavior listed below; business impact is not derivable from system alone.

How It Works

Trigger

• Exact trigger from workflow: HubSpot enrollment criteria type: LIST_BASED
• Criteria type: LIST_BASED
• Filter-like criteria returned: 4
• Property references: Object create date/time (hs_createdate), 4f_Touchpoint conversion source_clean name (n4f_touchpoint_conversion_source_clean_name)
• List references: none detected
• Filter types: PROPERTY: 2
• Operators: ENUMERATION: 1, IS_ANY_OF: 1, IS_BETWEEN: 1, TIME_RANGED: 1
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • 4f_Touchpoint conversion source_clean name is any of Paid Social
        • Object create date/time is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
  • Enrollment branch 2:
    • AND group
      • 4f_Touchpoint conversion source_clean name is any of Paid Social
      • Object create date/time is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
• Trigger property meaning:
  • Object create date/time (hs_createdate): The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified.

Steps

Step 1 - Action 10

• What happens: Runs a connected HubSpot workflow action
• What triggers it: Workflow start action returned by HubSpot
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs a connected HubSpot workflow action
• Returned action type: SINGLE_CONNECTION
• Returned field keys: delta, time_unit

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 2 - Action 1

• What happens: Runs custom code; 4 inputs; 0 outputs
• What triggers it: After action 10
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: custom_code
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs custom code
• Returned action type: CUSTOM_CODE

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• Inputs used by code: hs_object_id, n4f_campaign_id_freetext, n4f_conversion_url, n4f_paid_campaign_name

• Conditions detected in code: Code condition: if (!s) return “”; Code condition: if ([“null”, “undefined”, “nan”].includes(s.toLowerCase())) return “”; Code condition: if (dec === out) break; Code condition: if (!raw

  typeof raw !== “string”) return null; Code condition: if (v !== null && v !== undefined && String(v).length) return String(v); Code condition: if (m && m[1]) return safeDecode(m[1]); Code condition: if (!rawVal) return null; Code condition: if (v) return v; Code condition: if (!url) return { hsa_grp: null, hsa_acc: null, utm_raw: null, utm_pretty: null }; Code condition: if (!tpId) { Code condition: if (!contact) { Code condition: if (!primaryUrl && !fallbackUrl) {

• CRM/API operations detected: creates, removes, or checks associations, searches records, updates records or resources
• Concrete CRM operations: associate: contacts, objects; read by ID: contacts, objects; search: contacts, objects; update: contacts, objects
• Search/filter evidence: search/filter operator: EQ
• Data transformations: calculates or formats dates, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns
• Outputs returned to workflow: code_version, hsa_acc, hsa_grp, reason, source_hsa_acc, source_hsa_grp, source_utm_campaign, touchpointId, updated, url_samples, utm_campaign
• HubSpot CRM objects affected or referenced: contacts, objects
• Associations handled: association logic referenced in custom code
• Workflow control: can exit without producing outputs, contains asynchronous execution, returns output fields to later workflow actions
• Safeguards/error handling: error or warning logging, guard clauses or missing-value checks, structured response handling, try/catch error handling, checks missing values, has catch block, logs errors
• Imports: @hubspot/api-client
• External systems/hosts: none detected
• External call evidence: none detected
• HTTP methods in code: none detected
• Secrets configured: 2
• Code evidence: 319 lines returned; code body analyzed but omitted from docs

Step 3 - Action 11

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 1
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_campaign-ID_freetext (n4f_campaign_id_freetext); lists: none detected

DATA MEANING:

• 4f_campaign-ID_freetext (n4f_campaign_id_freetext): is used to store the campaign-ID of Google and LinkedIn campaigns. It is derived from conversion URLs through these paid channels and used to find the correct campaign to pull the cost via API from LinkedIn and Google.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: known id
  • Condition summary: known id
  • Default branch: no
  • Next action IDs: 14
  • Referenced properties: 4f_campaign-ID_freetext (n4f_campaign_id_freetext)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_campaign-ID_freetext is known
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 12
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 12

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 12

• What happens: Sends an internal notification
• What triggers it: After action 11
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: no campaign id could be´copied to touchpoint
• team_ids: Demand-Gen & CRM

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 5 - Action 14

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 11
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_Paid campaign account (n4f_paid_campaign_account); lists: none detected

DATA MEANING:

• 4f_Paid campaign account (n4f_paid_campaign_account): is used to store the campaign account-ID of Google and LinkedIn campaigns. It is derived from conversion URLs through these paid channels and used to find the correct campaign account to pull the cost via API from LinkedIn and Google.

ACTION EVIDENCE:

• Action category: list_branch
• Detected intent: Branches based on HubSpot list membership
• Returned action type: LIST_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: account id known
  • Condition summary: account id known
  • Default branch: no
  • Next action IDs: workflow exit or not returned
  • Referenced properties: 4f_Paid campaign account (n4f_paid_campaign_account)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_Paid campaign account is known
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 13
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 13

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 6 - Action 13

• What happens: Sends an internal notification
• What triggers it: After action 14
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: none detected; lists: none detected

DATA MEANING:

• No property descriptions returned for the properties in this step.

ACTION EVIDENCE:

• Action category: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: no account id could becopied to touchpoint
• team_ids: Demand-Gen & CRM

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• No branch paths detected in this step.

LIST LOGIC:

• No list logic detected in this step.

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 6
• Branch actions: 2
• Custom code actions: 1
• Property operations: 0
• List dependencies: 0
• Action categories: connected_action: 1, custom_code: 1, internal_notification: 2, list_branch: 2
• Property operation types: Logic not derivable from system.
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: contacts (custom code contains update call), objects (custom code contains update call)
• Associations created: association logic referenced in custom code
• Marketing emails sent: 0
• Internal notifications: 2
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 1

How It Is Implemented

Workflows

• Workflow: Data-Quality-Copy LinkedIn-Campaign-ID & Name to Touchpoint
  • Workflow ID: 2642037983
  • Revision ID: 46
  • Enabled: yes
  • Current HubSpot description: No workflow description returned.
  • Purpose: Logic not derivable from system.
  • Key logic: connected_action: 1, custom_code: 1, internal_notification: 2, list_branch: 2
  • Branching logic: 4 branch detail(s) returned by HubSpot
  • known id: known id; next actions: 14; properties: n4f_campaign_id_freetext; lists: none detected
  • default branch: default branch; next actions: 12; properties: none detected; lists: none detected
  • account id known: account id known; next actions: not returned; properties: n4f_paid_campaign_account; lists: none detected
  • default branch: default branch; next actions: 13; properties: none detected; lists: none detected
  • Dependencies: lists: none detected; properties: Object create date/time (hs_createdate), 4f_campaign-ID_freetext (n4f_campaign_id_freetext), 4f_Paid campaign account (n4f_paid_campaign_account), 4f_Paid_campaign name (n4f_paid_campaign_name), 4f_Touchpoint conversion source_clean name (n4f_touchpoint_conversion_source_clean_name); custom code: 1 custom code action(s)

Property Context

• Object create date/time (hs_createdate) - The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified. Roles: trigger condition. internal name: hs_createdate; object: Line Items; type: datetime.
• 4f_campaign-ID_freetext (n4f_campaign_id_freetext) - is used to store the campaign-ID of Google and LinkedIn campaigns. It is derived from conversion URLs through these paid channels and used to find the correct campaign to pull the cost via API from LinkedIn and Google. Roles: branch condition, step data. internal name: n4f_campaign_id_freetext; object: Touchpoints; type: string.
• 4f_Paid campaign account (n4f_paid_campaign_account) - is used to store the campaign account-ID of Google and LinkedIn campaigns. It is derived from conversion URLs through these paid channels and used to find the correct campaign account to pull the cost via API from LinkedIn and Google. Roles: branch condition, step data. internal name: n4f_paid_campaign_account; object: Touchpoints; type: string.
• 4f_Paid_campaign name (n4f_paid_campaign_name) - is used to store the campaign name of Google and LinkedIn campaigns. It is derived from conversion URLs through these paid channels and used to find the correct campaign account to pull the cost via API from LinkedIn and Google. Roles: reference. internal name: n4f_paid_campaign_name; object: Touchpoints; type: string.
• 4f_Touchpoint conversion source_clean name (n4f_touchpoint_conversion_source_clean_name) - No HubSpot property description returned. Roles: trigger condition. internal name: n4f_touchpoint_conversion_source_clean_name; object: Touchpoints; type: enumeration.

Evidence And Gaps

• Domain evidence: Derived from workflow name term: data quality
• Quality flags: custom_code_present: Workflow appears to contain one or more custom code actions. branching_logic_present: Workflow contains branching logic.
• Narrative context: not used as source of truth.