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

Internal_Data Quality_Set Contact Sources

METADATA title: Internal_Data Quality_Set Contact Sources type: process domain: Data Quality objects: [Contact] 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: EVENT_BASED
• Criteria type: EVENT_BASED
• Filter-like criteria returned: 1
• Property references: none detected
• List references: none detected
• Filter types: Logic not derivable from system.
• Operators: HAS_COMPLETED: 1
• Trigger logic:
  • Enrollment criteria type: EVENT_BASED
  • Enrollment branch 1:
    • AND group
      • Returned branch keys: eventTypeId, filterBranchOperator, filterBranchType, filterBranches, filters, operator

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 17

• What happens: Branches based on HubSpot list membership; 4 branches
• What triggers it: After action 10
• System condition: 4 branch condition(s) returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 1 (n4f_contact_source_level_1), 4f_Contact Source Level 3 (n4f_contact_source_level_3), 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 1 (n4f_contact_source_level_1): This property categorizes the primary source from which a contact originated, helping to understand the effectiveness of marketing channels.
• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.
• 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd): Used to indicate why a contact entered our database. Works in conjunction with contact source level 1 and a level 3. Is set synchronous to touchpoint names, lead source level 2, and deal source level 2 for full attribution tracking.

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: no contact source
  • Condition summary: no contact source
  • Default branch: no
  • Next action IDs: 28
  • Referenced properties: 4f_Contact Source Level 1 (n4f_contact_source_level_1), 4f_Contact Source Level 3 (n4f_contact_source_level_3), 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd)
  • Referenced lists: none detected
  • Filter-like criteria returned: 6
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_Contact Source Level 1 is unknown
        • 4f_Contact Source Level 2 is unknown
        • 4f_Contact Source Level 3 is unknown
• Branch: COntact creation
  • Condition summary: COntact creation
  • Default branch: no
  • Next action IDs: 29
  • Referenced properties: 4f_Contact Source Level 1 (n4f_contact_source_level_1), 4f_Contact Source Level 3 (n4f_contact_source_level_3), 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd)
  • Referenced lists: none detected
  • Filter-like criteria returned: 6
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_Contact Source Level 1 is any of Contact creation
        • 4f_Contact Source Level 2 is unknown
        • 4f_Contact Source Level 3 is unknown
• Branch: Purchased / researched
  • Condition summary: Purchased / researched
  • Default branch: no
  • Next action IDs: 22
  • Referenced properties: 4f_Contact Source Level 1 (n4f_contact_source_level_1), 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd)
  • Referenced lists: none detected
  • Filter-like criteria returned: 4
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_Contact Source Level 1 is any of Purchased/researched
        • 4f_Contact Source Level 2 is any of Outbound
• Branch: source 3 missing
  • Condition summary: source 3 missing
  • Default branch: no
  • Next action IDs: 9
  • Referenced properties: 4f_Contact Source Level 1 (n4f_contact_source_level_1), 4f_Contact Source Level 3 (n4f_contact_source_level_3), 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd)
  • Referenced lists: none detected
  • Filter-like criteria returned: 6
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_Contact Source Level 3 is unknown
        • 4f_Contact Source Level 1 is known
        • 4f_Contact Source Level 2 is known

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 3 - Action 22

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value Database
• What triggers it: After action 17
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value Database

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value Database; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 28

• What happens: Sends an internal notification
• What triggers it: After action 17
• 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, user_ids
• subject: No contact sources
• user_ids: Laura Jessen

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 29

• What happens: Sends an internal notification
• What triggers it: After action 17
• 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, user_ids
• subject: Contact Source: Contact Creation
• user_ids: Laura Jessen

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 6 - Action 9

• What happens: Branches based on HubSpot list membership; 9 branches
• What triggers it: After action 17
• System condition: 9 branch condition(s) returned by HubSpot.
• What data is used: properties: Original Traffic Source (hs_analytics_source), Original Traffic Source Drill-Down 1 (hs_analytics_source_data_1), Original Traffic Source Drill-Down 2 (hs_analytics_source_data_2), Record source detail 1 (hs_object_source_detail_1), 4f_Contact Source Level 1 (n4f_contact_source_level_1), 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd); lists: none detected

DATA MEANING:

• Original Traffic Source (hs_analytics_source): Original source for the contact with the earliest activity for this deal.
• Original Traffic Source Drill-Down 1 (hs_analytics_source_data_1): Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.
• Original Traffic Source Drill-Down 2 (hs_analytics_source_data_2): Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.
• Record source detail 1 (hs_object_source_detail_1): First level of detail on how this record was created.
• 4f_Contact Source Level 1 (n4f_contact_source_level_1): This property categorizes the primary source from which a contact originated, helping to understand the effectiveness of marketing channels.
• 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd): Used to indicate why a contact entered our database. Works in conjunction with contact source level 1 and a level 3. Is set synchronous to touchpoint names, lead source level 2, and deal source level 2 for full attribution tracking.

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: Direct traffic
  • Condition summary: Direct traffic
  • Default branch: no
  • Next action IDs: 11
  • Referenced properties: Original Traffic Source (hs_analytics_source), Record source detail 1 (hs_object_source_detail_1)
  • Referenced lists: none detected
  • Filter-like criteria returned: 4
  • Returned branch logic:
    • OR group
      • AND group
        • Original Traffic Source is any of Direct Traffic
        • Record source detail 1 DOES_NOT_CONTAIN_EXACTLY Supply-Chain-Brain
• Branch: Organic Search
  • Condition summary: Organic Search
  • Default branch: no
  • Next action IDs: 12
  • Referenced properties: Original Traffic Source (hs_analytics_source), Original Traffic Source Drill-Down 1 (hs_analytics_source_data_1)
  • Referenced lists: none detected
  • Filter-like criteria returned: 4
  • Returned branch logic:
    • OR group
      • AND group
        • Original Traffic Source is any of Organic Search
      • AND group
        • Original Traffic Source Drill-Down 1 equals chatgpt.com
• Branch: Social Media
  • Condition summary: Social Media
  • Default branch: no
  • Next action IDs: 13
  • Referenced properties: Original Traffic Source (hs_analytics_source), Original Traffic Source Drill-Down 2 (hs_analytics_source_data_2)
  • Referenced lists: none detected
  • Filter-like criteria returned: 4
  • Returned branch logic:
    • OR group
      • AND group
        • Original Traffic Source is any of Organic Social
      • AND group
        • Original Traffic Source Drill-Down 2 equals linkedin / organic_social
• Branch: Social Media Ad
  • Condition summary: Social Media Ad
  • Default branch: no
  • Next action IDs: 14
  • Referenced properties: Original Traffic Source (hs_analytics_source)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • Original Traffic Source is any of Paid Social
• Branch: Paid Search
  • Condition summary: Paid Search
  • Default branch: no
  • Next action IDs: 15
  • Referenced properties: Original Traffic Source (hs_analytics_source)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • Original Traffic Source is any of Paid Search
• Branch: 3rd party media
  • Condition summary: 3rd party media
  • Default branch: no
  • Next action IDs: 16
  • Referenced properties: Original Traffic Source Drill-Down 2 (hs_analytics_source_data_2), Record source detail 1 (hs_object_source_detail_1)
  • Referenced lists: none detected
  • Filter-like criteria returned: 4
  • Returned branch logic:
    • OR group
      • AND group
        • Original Traffic Source Drill-Down 2 contains 3rd party media, 3rd-party-media
      • AND group
        • Record source detail 1 CONTAINS_EXACTLY Supply-Chain-Brain
• Branch: Social media 2
  • Condition summary: Social media 2
  • Default branch: no
  • Next action IDs: 18
  • Referenced properties: Original Traffic Source Drill-Down 2 (hs_analytics_source_data_2)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • Original Traffic Source Drill-Down 2 equals linkedin / organic_social
• Branch: Email marketing
  • Condition summary: Email marketing
  • Default branch: no
  • Next action IDs: 26
  • Referenced properties: Original Traffic Source (hs_analytics_source)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • Original Traffic Source is any of Email Marketing
• Branch: Event participation, Referral, Cross regional
  • Condition summary: Event participation, Referral, Cross regional
  • Default branch: no
  • Next action IDs: 27
  • Referenced properties: 4f_Contact Source Level 1 (n4f_contact_source_level_1), 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd)
  • Referenced lists: none detected
  • Filter-like criteria returned: 4
  • Returned branch logic:
    • OR group
      • AND group
        • 4f_Contact Source Level 1 is any of Project, Referral by Customer, Cross-regional reference, Referral or sale by partner
        • 4f_Contact Source Level 2 is any of other

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 7 - Action 11

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value Direct traffic
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value Direct traffic

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value Direct traffic; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 8 - Action 12

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value Organic Search
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value Organic Search

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value Organic Search; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 9 - Action 13

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value Social Media
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value Social Media

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value Social Media; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 10 - Action 14

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value Social Media Ad
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value Social Media Ad

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value Social Media Ad; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 11 - Action 15

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value Paid Search
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value Paid Search

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value Paid Search; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 12 - Action 16

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value 3rd party media
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value 3rd party media

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value 3rd party media; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 13 - Action 18

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value Social Media
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value Social Media

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value Social Media; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 14 - Action 26

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value Email marketing
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value Email marketing

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value Email marketing; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 15 - Action 27

• What happens: Sets HubSpot property values; properties: n4f_contact_source_level_3 = static value other
• What triggers it: After action 9
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Contact Source Level 3 (n4f_contact_source_level_3); lists: none detected

DATA MEANING:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3): This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: n4f_contact_source_level_3
• value: static value other

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:

• 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set or updated; value: static value other; confidence: high. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 15
• Branch actions: 2
• Custom code actions: 0
• Property operations: 10
• List dependencies: 0
• Action categories: connected_action: 1, internal_notification: 2, list_branch: 2, set_property: 10
• Property operation types: set_property: 10
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: Contact: 10 property operation(s)
• Associations created: Logic not derivable from system.
• Marketing emails sent: 0
• Internal notifications: 2
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 0

How It Is Implemented

Workflows

• Workflow: Internal_Data Quality_Set Contact Sources
  • Workflow ID: 2053292224
  • Revision ID: 118
  • Enabled: yes
  • Current HubSpot description: Sets “Contact source Level 1” to “Purchased/researched”, “Level 2” to “Outbound”, and “Level 3” to “Database” after a 10-minute delay when a record is created with specific offline source criteria.
  • Purpose: Sets “Contact source Level 1” to “Purchased/researched”, “Level 2” to “Outbound”, and “Level 3” to “Database” after a 10-minute delay when a record is created with specific offline source criteria.
  • Key logic: connected_action: 1, internal_notification: 2, list_branch: 2, set_property: 10
  • Branching logic: 13 branch detail(s) returned by HubSpot
  • Direct traffic: Direct traffic; next actions: 11; properties: hs_analytics_source, hs_object_source_detail_1; lists: none detected
  • Organic Search: Organic Search; next actions: 12; properties: hs_analytics_source, hs_analytics_source_data_1; lists: none detected
  • Social Media: Social Media; next actions: 13; properties: hs_analytics_source, hs_analytics_source_data_2; lists: none detected
  • Social Media Ad: Social Media Ad; next actions: 14; properties: hs_analytics_source; lists: none detected
  • Paid Search: Paid Search; next actions: 15; properties: hs_analytics_source; lists: none detected
  • 3rd party media: 3rd party media; next actions: 16; properties: hs_analytics_source_data_2, hs_object_source_detail_1; lists: none detected
  • Social media 2: Social media 2; next actions: 18; properties: hs_analytics_source_data_2; lists: none detected
  • Email marketing: Email marketing; next actions: 26; properties: hs_analytics_source; lists: none detected
  • Event participation, Referral, Cross regional: Event participation, Referral, Cross regional; next actions: 27; properties: n4f_contact_source_level_1, n4f_lead_source_level_2_dd; lists: none detected
  • no contact source: no contact source; next actions: 28; properties: n4f_contact_source_level_1, n4f_contact_source_level_3, n4f_lead_source_level_2_dd; lists: none detected
  • COntact creation: COntact creation; next actions: 29; properties: n4f_contact_source_level_1, n4f_contact_source_level_3, n4f_lead_source_level_2_dd; lists: none detected
  • Purchased / researched: Purchased / researched; next actions: 22; properties: n4f_contact_source_level_1, n4f_lead_source_level_2_dd; lists: none detected
  • Dependencies: lists: none detected; properties: Original Traffic Source (hs_analytics_source), Original Traffic Source Drill-Down 1 (hs_analytics_source_data_1), Original Traffic Source Drill-Down 2 (hs_analytics_source_data_2), Record source detail 1 (hs_object_source_detail_1), 4f_Contact Source Level 1 (n4f_contact_source_level_1), 4f_Contact Source Level 3 (n4f_contact_source_level_3), 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd); custom code: none detected

Property Context

• Original Traffic Source (hs_analytics_source) - Original source for the contact with the earliest activity for this deal. Roles: branch condition, step data. internal name: hs_analytics_source; object: Deals; type: enumeration.
• Original Traffic Source Drill-Down 1 (hs_analytics_source_data_1) - Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property. Roles: branch condition, step data. internal name: hs_analytics_source_data_1; object: Deals; type: string.
• Original Traffic Source Drill-Down 2 (hs_analytics_source_data_2) - Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property. Roles: branch condition, step data. internal name: hs_analytics_source_data_2; object: Deals; type: string.
• Record source detail 1 (hs_object_source_detail_1) - First level of detail on how this record was created. Roles: branch condition, step data. internal name: hs_object_source_detail_1; object: Line Items; type: string.
• 4f_Contact Source Level 1 (n4f_contact_source_level_1) - This property categorizes the primary source from which a contact originated, helping to understand the effectiveness of marketing channels. Roles: branch condition, step data. internal name: n4f_contact_source_level_1; object: Contacts; type: enumeration.
• 4f_Contact Source Level 3 (n4f_contact_source_level_3) - This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking. Roles: branch condition, property updated, step data. internal name: n4f_contact_source_level_3; object: Contacts; type: enumeration.
• 4f_Contact Source Level 2 (n4f_lead_source_level_2_dd) - Used to indicate why a contact entered our database. Works in conjunction with contact source level 1 and a level 3. Is set synchronous to touchpoint names, lead source level 2, and deal source level 2 for full attribution tracking. Roles: branch condition, step data. internal name: n4f_lead_source_level_2_dd; object: Contacts; type: enumeration.

Evidence And Gaps

• Domain evidence: Derived from workflow name term: data quality
• Quality flags: branching_logic_present: Workflow contains branching logic. property_operations_detected: Workflow appears to write or copy one or more properties.
• Narrative context: not used as source of truth.