WORKFLOW · ATTRIBUTION
Marketing source attribution workflow
Capture UTM and channel data end-to-end so every opportunity has a clear origin.
How the workflow runs
- 1
Capture UTM and session data at first touch.
- 2
Store tracking data in a central store or CRM properties.
- 3
Attach source data to new contacts, deals, and opportunities.
- 4
Sync clean attribution fields into BI or Sheets.
- 5
Alert when traffic spikes or source mix changes.