Connecting Your CRM and Leads
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      How to Integrate HubSpot and Wicked Reports for Lead Attribution and Email Tracking

      The easy 1 minute process to integrate HubSpot and Wicked Reports.

      Table of Contents:

      About This Integration

      Integrating HubSpot to Wicked Reports sends your new leads from HubSpot to Wicked Reports. This allows Wicked Reports to automatically detect, track, and attribute new and existing lead conversions to the marketing spend on your ad platforms and customer lifetime value from your revenue sources.

      Email UTM Tagging

      An additional benefit of our deep integration with HubSpot is that email clicks are automatically tracked - no UTM setup is required.  Wicked can take those clicks, compare cross-channel against other advertising channels, and determine if email receives credit for your daily sales.  This happens automatically after you complete this 1-minute connection process.

      What does this mean for you?

      • HubSpot leads get retrieved each day by Wicked Reports and attributed against clicks and sales.
      • You no longer need to worry about UTMs on your Email Links.
      • We’re going to be pulling your historical email click data and attributing historical emails to your sales (even before you used Wicked Reports)
        • This applies to Professional and Enterprise marketing accounts only.
      • Email click counts in Wicked Reports will match HubSpot click counts.
        • This applies to Professional and Enterprise marketing accounts only.
      • Wicked can generate Cohort Analysis reporting between your HubSpot leads and your shopping cart & order system revenue.

      Integration Steps

      1. Go to Setup-> Authorizations.  Under the Contacts column, find HubSpot and click connect.
        connecting hubspot to wicked reports
      2. Follow the HubSpot connection wizard and click "yes, proceed" whenever asked:connecting hubspot to wicked reports
      3. Authorize your account
        connecting hubspot to wicked reports
      4. At the end of the wizard, you are returned to Wicked Reports. That's it!

      What Happens Next After Integration

      Wicked Reports will pull all historical lead data from HubSpot to seed your account attribution.  This allows us to correctly identify these leads as already existing leads in the event they click, opt in, or otherwise engage with your marketing funnels.  We can then attribute revenue to their actions using the correct attribution models.

      Each morning at about 2am EST we will pull the previous day's new leads and attribute the marketing responsible for creating these new leads.  Anytime in the future when these new leads buy, we can attribute the revenue back to the marketing that created the lead and update the ROI accordingly.

      Once you have authorized your order systems, we will pull sales & revenue data and then create cohort reporting between your HubSpot lead data and your order revenue data.

      How to Verify Your CRM Data

      Wicked Reports native CRM integrations generally work seamlessly.  You will see the leads inside of Wicked the following day.  To see for yourself, follow these instructions: https://help.wickedreports.com/verify-your-crm-is-authorized

      Email Last Click ROI Tracking & Reporting

      Once you've integrated HubSpot your lead conversions are automatically detected for attribution.  You still need to deploy the Wicked tracking script on all pages.  After that, you can start seeing which emails are generating revenue! -> Email Tracking and Reporting

      Historical Tracking Data Pre-Wicked

      If you have historical tracking data inside of your HubSpot CRM, you can get this data into Wicked Reports for use in our Cohort and ROI reports.  Follow these details:

      Backloading Historical Tracking Data

      Facebook Lead Ads - Attribution, and CRM Import

      Wicked Reports can automatically attribute Facebook Lead Ads once you have also completed the Facebook Integration steps.  We can even historically attribute Facebook lead ads, pre-Wicked Reports, following these instructions:  Backloading Historical Facebook Lead Ad Attribution

      One older feature we still offer is the ability to automatically import your Facebook lead ad leads to your CRM.  This functionality is available for HubSpot if desired. We realize most people have this functionality built into their CRM now, or use Zapier, but the feature is here if you need it.

      FAQs:

      1. Can Hubspot Meeting booking forms be tracked?
        1. No. The Hubspot Meetings booking form is an untrackable iFrame. Since there is no access to edit the Javascript, we cannot add our tracking script and cannot record the user's email address. 
      2. Can Hubspot Chat forms be tracked?
        1. No. The Hubspot Chat is an untrackable iFrame. Since there is no access to edit the Javascript, we cannot add our tracking script and cannot record the user's email address.