HubSpot integration

HubSpot holds the CRM side of the funnel for many B2B and hybrid brands: contacts and companies, deals moving through pipelines, and the marketing emails, forms and lifecycle stages that take people from subscriber to customer. Its data model is built on objects linked by associations, and much of the useful detail lives in custom properties that each team defines for itself.

Dashworx brings those objects into the same model as your ad platforms and web analytics. Deal amounts and stages sit next to the spend that produced the original contact, so cost per opportunity and pipeline by channel can be read directly instead of reconciled by hand. Lifecycle stage changes become a funnel you can track week by week, and marketing email performance can be compared with paid campaigns aimed at the same audience.

Where several pipelines run in one portal, such as new business and renewals, they are kept apart so close rates are not blended. Custom properties can be brought in where they matter to reporting, which is usually where the real segmentation lives.