Workflow · Search and ads · Opening soon
HubSpot leads by source, monthly
See every contact by month and original source. Count leads and customers, and label each row with a clear status.
Someone typed
“show every contact by month and source, count leads and customers, and add status: Agrees, Duplicated, Unattributed, or Late conversion”
The agent read it as
show every contact by month and source, count leads and customers, and add status: Agrees, Duplicated, Unattributed, or Late conversion from HubSpot contacts export.
What the agent built
1 step, each one an ordinary Mammoth step you can open and change.
File
HubSpot contacts export
CSV export · 20 rows
Step
Add month and status
Step 1
Result
Contact month counts
20 rows · 2 flagged
Schedule
Runs when you say
Proposed
- FileHubSpot contacts exportCSV export · 20 rows
- StepAdd month and statusStep 1
- ResultContact month counts20 rows · 2 flagged
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 20 rows came out.
- Download HubSpot contacts export sample (20 rows)HubSpot: CRM > Contacts > Export view
What you get back
The result of that run, the rows to look at first.
Contact month countsSample data20 rows
18 agrees2 late conversion
| Record ID | Month | Original source | Lifecycle stage | Became a customer date | Lead count | Customer count | Status | |
|---|---|---|---|---|---|---|---|---|
| 58,392,049 | liam.keller@copperfield.ai | 2026-09-01 | Paid Search | customer | 2026-10-09 | 0 | 2 | Late conversion |
| 58,392,044 | tessa.nguyen@oakridgebloom.com | 2026-09-01 | Paid Social | customer | 2026-10-06 | 0 | 1 | Late conversion |
| 58,392,058 | grace.lee@aurorametrics.com | 2026-10-01 | Organic Search | customer | 2026-10-28 | 1 | 1 | Agrees |
| 58,392,045 | carlos.ramirez@pineharbor.net | 2026-09-01 | Direct Traffic | lead | · | 1 | 0 | Agrees |
| 58,392,056 | fatima.hassan@cinderloop.com | 2026-10-01 | Paid Search | customer | 2026-10-24 | 0 | 1 | Agrees |
| 58,392,048 | hannah.park@stellarcove.com | 2026-09-01 | Other Campaigns | lead | · | 1 | 0 | Agrees |
| 58,392,053 | brandon.lee@northstarbyte.com | 2026-10-01 | Direct Traffic | customer | 2026-10-21 | 0 | 1 | Agrees |
| 58,392,059 | alina.perez@keystoneflare.com | 2026-10-01 | Referral | lead | · | 1 | 1 | Agrees |
| 58,392,043 | jonah.ellis@brighttrail.io | 2026-09-01 | Referral | lead | · | 1 | 0 | Agrees |
| 58,392,060 | kyle.turner@maplevector.com | 2026-10-01 | Paid Social | customer | 2026-10-29 | 1 | 1 | Agrees |
| 58,392,042 | maya.patel@northwindforge.com | 2026-09-01 | Paid Search | customer | 2026-09-28 | 0 | 2 | Agrees |
| 58,392,041 | alex.moreno@lumenpeak.co | 2026-09-01 | Organic Search | lead | · | 1 | 0 | Agrees |
How do you report HubSpot leads by source each month?
Export your HubSpot contacts report, then load it into the workflow. It adds month and status, so you can see every contact by source, count new leads, and count how many became customers.
How it works
How to use the Contact month counts workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Contact month counts: questions
What export should you use?
Use a contacts export from HubSpot that includes the fields you need, such as contact created date, original source, and lifecycle or customer status.
What happens to rows that do not match a rule?
Rows that do not match a rule can be left out of that step or marked with a fallback status, depending on how the rules are written.
How do you change the rules later?
Edit the rule words in the workflow, such as the date month, source names, or status labels, then run the file again.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
Workflows like this
Decide which pages to keep, update or prune, and find the search terms that spend without converting.
- ROAS by campaignCalculate ROAS by campaign from Google Ads and Shopify exports, matched by week and utm campaign.See the workflow Built by the agent
- Google Ads wasted spendFind search terms with spend and no conversions in the last 30 days, ranked by spend, from a Google Ads export.See the workflow Built by the agent
- Multi-touch attributionSplit closed HubSpot deal credit across touchpoints, by touch and by channel, from exported deal, contact, engagement, and channel mapping files.See the workflow Built by the agent
- Blended ROAS across Google and Meta AdsCombine Google Ads and Meta Ads exports with Shopify orders to see weekly blended ROAS, with duplicate rows flagged first.See the workflow Built by the agent
- LinkedIn Ads cost per leadShow LinkedIn Ads campaign cost per lead by week, sorted highest first, from your exported campaign file.See the workflow Built by the agent
- Content auditEvery page's clicks now and before, and a keep, update or prune callSee the workflow Template