How to Integrate HubSpot Data to the Paid Media Dashboard

Thank you for your help integrating your Salesforce CRM data into this paid media dashboard. The work you’re doing today will pay off massively in improving the company's ROI from advertising.

Step 1: Customize the intake sheet to your lifecycle stages

Make a copy of this intake sheet (so you’re the owner) and provide access to our team.

By default we display the following stages in our intake template:

Lead > MQL > SQL > SQO > Revenue

If your lifecycle stages are different feel free to:

Rename each sheet to match your stage
Duplicate an existing sheet to include a missing stage

Step 2: Install the Google Sheet Integration

In HubSpot visit the App Marketplace located in:

Settings > Account Management > Integrations > Connected Apps > Visit the App Marketplace

Once here search for Google Sheets and install the application.

Step 3: Build a HubSpot workflow for each lifecycle stage

Now that you have your intake sheet formatted with your correct lifecycle stages it’s time to build one HS workflow for each lifecycle stage individually that we will use for importing.

Within HubSpot create a new workflow from scratch and make sure to add your fields that will provide the requested information for each stage:

Sheet	Fields
paid_leads	Date Medium Source utm_campaign utm_term utm_content Region Persona Segment
organic_leads	Date Source Region Persona Segment
paid_mqls	Date Medium Source utm_campaign utm_term utm_content Region Persona Segment
organic_mqls	Date Source Region Persona Segment
paid_sqls	Date Medium Source Opportunity amount utm_campaign utm_term utm_content Region Persona Segment
organic_sqls	Date Source Opportunity amount Region Persona Segment
paid_sqos	Date Medium Source Opportunity amount utm_campaign utm_term utm_content Region Persona Segment
organic_sqos	Date Source Opportunity amount Region Persona Segment
paid_revenue	Date Medium Source Opportunity amount utm_campaign utm_term utm_content Region Persona Segment
organic_revenue	Date Source Opportunity amount Region Persona Segment

When building the report for each lifecycle stage make sure to use all of the standard filters you currently use when reporting internally – we want this dashboard to reflect 100% the same.

Once you’ve completed this you’re done! 🎉

Now we have HubSpot data flowing into the G-sheet automatically.

If you ran into issues check out our FAQ section below or reach out with any questions.

Frequently Asked Questions

Q: Do I need to include PII (email, name, etc)?

No personally identifiable information is required to power our dashboards. The only fields needed are the ones requested in the intake sheet.

Q: Can we import other fields not listed?

Yes, you can but for our purposes only the fields listed are in need.

Q: We don’t have all of the fields available, what should we do?

At minimum please provide the date, amount, and source fields so we can distinguish between paid vs organic and which channels drove the object (ex: LinkedIn Ads vs Google Ads).

Our ability to report on granular details such as segment, persona, and campaigns is predicated on your ability to provide that data from your CRM.

Q: Do I need to provide AdConversion with CRM access?

Providing us with CRM access is 100% optional and not necessary to power this dashboard as you’ll be the one setting up the integration with your admin permissions.