HubSpot attribution
This article describes how HubSpot data is used for attribution in LightLead.
Attribution principle
Attribution is the process of matching deals, orders, or leads from the CRM with advertising sources. This lets you understand which ad led to a sale.
HubSpot attribution uses deal, contact, and company properties. Contact/company data is available via the associations API. Matching is done by email, company domain, and UTM tags. Associations are loaded optionally.
Matching methods
LightLead uses several matching methods:
| Method | Priority | Description |
|---|---|---|
| UTM tags | High | Direct matching of the deal's UTM parameters with ad campaigns |
| Contact data | Medium | Matching by customer email or phone |
| Company name | Low | Matching by company domain or name |
| Custom fields | Configurable | Matching by custom field values |
Setting up attribution
To set up attribution:
Connect the CRM system and ad accounts to LightLead
Make sure UTM tags or contact data are passed to the CRM
Configure matching rules in the attribution section
Verify matching accuracy on test data
Attribution models
LightLead supports the following attribution models:
Last Click: 100% of the value is assigned to the last source
First Click: 100% of the value is assigned to the first source
Linear: value is distributed evenly across all sources
Time Decay: sources closer to conversion get more weight
Position Based: 40% to the first and last, 20% distributed among the rest
Verifying attribution
To verify attribution accuracy:
Create a test report with deals and sources
Check that a source is matched to every deal
Make sure there is no duplication
Compare the data against expected results
Related pages
UTM fields — setting up UTM tags
Fields — field descriptions