Asked by Mastery Seo on Sep 5, 2024
Mastery Seo wants to trigger workflows based on UTM campaign parameters to assign leads from PPC campaigns, but is confused about setting up the actions.
Answered by Jake Kohl
Jake Kohl suggests ensuring the workflow trigger uses the correct HubSpot property where the UTM campaign value is stored (e.g., Original source drill-down, a campaign property, or a custom property) as raw URL parameters might be processed differently. The action to assign the contact would likely involve 'Rotate record to owner' or 'Set property value' for an owner property, potentially using IF/THEN branches based on the captured campaign name.