CSV Sourced Lead Attribution Reportig

Smart CRM & Sales Hub Dashboards & Reporting
, , ,
1

Hi there HubSpot commuinity -
In need of some help.
When you recieve a CSV of leads (trade show or a parner hosted webinar) how are you all handling deal attribution?

I know that CVS associated to Campaigns creates some wonky Campaign reporting. I know that you have to manually associate the contacts to the campaign even if you associate a list. But I’m struggling with getting attribution to populate.
This has to be something pretty common and I’m just not thinking through it properly.
Any ideas here would be greatly appreciated.

2

Hi @TLarson5,

Thanks for bringing this to the Community!

To start, I found a very similar post here that may point you in the right direction!

I’d also love to hear what others are doing! Tagging in some folks who may have run into this:

Hey @karstenkoehler, @EugeneAtKiwi, and @SanjayKumar -- Do you have any suggestions for @TLarson5 on this?
Thank you!

Sam, Community Manager

3

Hi @TLarson5,

I agree with the solution linked by @SamTassey.

Generally, there are many ways to do it, it depends on your setup what works best:

  • Marketing events, then import the contacts to the event
  • New column in the .csv file with a property that you use to tag that event or the source
  • Workflow that checks contacts from an import. If they have a source, do nothing, if they dont have a source, add the name of the event.