Attribution rollup

When you need to aggregate CRM pipeline data across sources without running nightly SQL jobs.

Pull deal data from HubSpot, Salesforce, and your data warehouse on a schedule. Aggregate attribution by source, channel, and rep. Write the rollup back to your reporting table.

How it works

  1. 1Schedule: nightly at 2am
  2. 2Pull HubSpot deals created this week
  3. 3Pull Salesforce opportunities
  4. 4Join on company domain
  5. 5Aggregate by UTM source + rep
  6. 6Write rollup to Snowflake or Postgres

Features used

Start from a template

Deploy this workflow in 60 seconds with the official Rotor template.

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Stop babysitting cron. Start shipping.

Your workflows retry themselves. Your pipeline runs unattended. You sleep.

Start shipping$9 to start. 30-day money back.
Read the docs →