The easy 1-minute process to integrate HubSpot and Wicked Reports.
Table of Contents
About This Integration
How to Integrate Hubspot
How to Track Emails
How to Track Optins (Forms)
FAQ
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.
How to Integrate Hubspot
- Go to Setup-> Authorizations. Under the Contacts column, find HubSpot and click connect.
- Follow the HubSpot connection wizard and click "yes, proceed" whenever asked:
- Authorize your account
- At the end of the wizard, you are returned to Wicked Reports. That's it!
What Happens Next?
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 Track Emails
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.
How to Track Optins (Forms)
There are three common forms that Hubspot users want to be tracked by Wicked Reports: Standard Forms, Meeting Forms, and the Chat Box. Some of these can be tracked, and some cannot.
Please follow the instructions to set up tracking for your Hubspot Forms.
FAQ
- Do I have to integrate my whole contact list into Wicked Reports?
By default, we only allow Wicked Reports accounts to integrate their whole list. However, if needed, we do have a solution where we can implement specific list(s) using Hubspot List IDs. If you need this, then simply reach out to our customer support team, with the List IDs you want to integrate, and we can get this updated for you.