Core Insights
Campaigns missing start/end dates
Deal Attribution
Calculates the percent of records in the selected HubSpot list that have a paid touch (ad click proxy) before a deal date, with optional comparison periods.
How it’s calculated
- Segment: the selected HubSpot list (contacts or deals).
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Paid touch proxy: checks HubSpot contact analytics sources (
hs_analytics_*) and parses tracking data (hs_analytics_source_data_1/2) for paid markers (e.g. CPC/PPC, gclid). - Rule: counts as attributed when a paid touch timestamp exists before the selected deal date.
- Metric: attributed ÷ total eligible records in the period.
Cost per Lead
Calculates marketing spend ÷ new leads created in the selected period, with optional comparison periods.
How it’s calculated
- Marketing spend: sums the campaign spend/budget field from the HubSpot Marketing Campaigns API, prorated by overlap with the selected period.
- New leads: counts contacts where
hs_lifecyclestage_lead_datefalls in the period. - Cost/lead: spend ÷ new leads.
- Comparison: previous period or same period last year.
Revenue & ROI
Calculate revenue (ARR or one-time) from a HubSpot list and ROI/CAC when campaign spend is available.
How it’s calculated
- Segment: the selected HubSpot list (contacts or deals). Contacts use associated deals.
- Deals: closed-won only, filtered by closed date.
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Revenue basis: ARR uses
hs_arror12 x hs_mrrthen falls back toamount; One-time usesamountthen ARR fields. - Spend: summed from HubSpot campaign spend if present; ROI shown only when spend is available.
Pipeline Plan
Choose a pipeline plan source. Sync open deals from a HubSpot pipeline, or keep a manual plan list for target pipeline tracking.
Manual Plan Items
Add pipeline targets manually when you do not want to rely on HubSpot deals as the planning source.
Agents Admin
Configure AI agents, control access, and track activity. The first agent scores leads from HubSpot contacts and can auto-enrich newly created records.
Latest Scored Contact
Start with a concrete example. This panel shows the latest scored record, the key outputs, and exactly what was written back to HubSpot.
Guided Setup
Follow these three steps to connect HubSpot, create the AI property group, and turn on enrichment the safe way.
Access
Users must be approved before they can run the agent or save their own API key.
Personal AI Key
Store your own AI provider key securely. Your key stays server-side and is encrypted before storage.
Settings
Keep setup simple: choose whether to redact PII, decide if new contacts should auto-enrich, and create the HubSpot AI property group once.
Manual Run
Run the agent on a contact now to inspect the lead score, seat estimate, and HubSpot writeback behavior.
Recent Activity
Track manual runs and webhook enrichments from one place.