Update account UTM medium from first lead source
Update account UTM medium from first lead source
Your new account records often lack the UTM medium, leaving campaign attribution incomplete. It fills account source so managers can segment and report accurately same day.
Overview
When accounts are created without their originating UTM medium, campaign attribution fragments and reporting takes extra manual work. This flow writes the first-lead UTM medium to the account record so campaign managers see accurate source data within minutes and can act same day.