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HubSpot Integration

Connect your HubSpot CRM and ask Quincy anything about your deals, contacts, and revenue attribution.

Your CRM Data + AI Analytics

Import contacts, deals, and companies from HubSpot. Ask Quincy questions in plain English and instantly understand which marketing channels drive closed revenue.

What Data We Import

Complete CRM Data

Contacts Contact profiles, lifecycle stages, original source data, and email addresses matched to Lytical visitors.
Deals Deal values, pipeline stages, close dates, associated contacts/companies, and win/loss status.
Companies Company profiles, industry, employee count, annual revenue, and associated deals.
Pipelines & Stages Your deal pipelines with stage definitions, probabilities, and deal counts at each stage.

Revenue Attribution

See which marketing channels actually close deals.

We match HubSpot contacts to Lytical visitors by email, then attribute deals to the traffic sources that brought those visitors to your site.

Visitor-to-Deal Matching

When a contact's email matches a known Lytical visitor, we can trace their entire journey from first visit to closed deal.

UTM Parameter Tracking

Deals are tagged with the campaign, source, and medium that originally brought the contact to your site.

Channel Revenue Breakdown

See exactly how much closed revenue came from organic search, paid ads, social media, email, or referrals.

Attribution Rate Metrics

Track what percentage of your revenue can be attributed to known traffic sources. Improve over time.

AI-Powered CRM Insights

Ask Quincy questions in plain English. Get instant answers about your pipeline and revenue.

You: "Which marketing channels drove the most closed revenue this quarter?"
Quincy: "Here's your Q1 revenue attribution breakdown: 1. Organic Search - $127,500 (42% of attributed revenue) - 15 deals closed, avg deal size $8,500 - Top converting pages: /pricing, /case-studies 2. Paid Search (Google Ads) - $84,200 (28%) - 12 deals closed, avg deal size $7,017 - Best campaign: "Enterprise Demo" at $52,000 3. LinkedIn Ads - $52,000 (17%) - 4 deals closed, avg deal size $13,000 - Note: Highest AOV of any channel 4. Email Campaigns - $38,400 (13%) - 8 deals closed, avg deal size $4,800 Overall attribution rate: 67% of closed revenue can be traced to a known source. The remaining 33% came from contacts without Lytical visitor data."
You: "What does our pipeline look like right now?"
Quincy: "Here's your current Sales Pipeline snapshot: Qualification: 23 deals ($184,000) Discovery: 15 deals ($225,000) Proposal: 8 deals ($156,000) Negotiation: 4 deals ($92,000) Closed Won (this month): 6 deals ($78,500) Closed Lost (this month): 3 deals ($45,000) Win rate this month: 67% (6 won / 9 closed) Average days in pipeline: 34 days Largest deal in Negotiation: Acme Corp - $45,000 The Discovery stage has the highest value. Consider adding resources to move those 15 deals forward."

How It Works

1

Connect Your HubSpot Account

Click "Connect HubSpot" and authorize Lytical to read your CRM data. We only request read access - we never modify your HubSpot data.

2

Import Your CRM Data

We'll sync your contacts, deals, companies, and pipelines. The initial import runs in the background and typically completes in a few minutes.

3

Match Contacts to Visitors

We automatically match HubSpot contacts to Lytical visitors by email address. This enables revenue attribution to traffic sources.

4

Ask Quincy About Revenue

Start asking Quincy about your CRM data. Combine with website analytics to understand the full picture from first visit to closed deal.

Why Connect HubSpot?

Close the loop on marketing ROI. Website analytics tell you about traffic. HubSpot tells you about deals. Connect them to see which traffic actually turns into revenue.
  • Revenue attribution: Know exactly which channels, campaigns, and pages drive closed deals
  • Pipeline visibility: See deal counts and values at every stage, track progress over time
  • Contact insights: Understand lifecycle stage distribution and conversion patterns
  • SEO + revenue: Connect organic traffic improvements to actual closed revenue
  • Ads + deals: See true ROI on paid campaigns by tracking to closed deals, not just leads
  • AI insights: Ask questions in plain English about any aspect of your CRM data

Example Questions for Quincy

Try Asking...

"Which channels drove the most closed revenue?"
"What's our average deal size by source?"
"Show me deals that came from organic search"
"What does our pipeline look like?"
"How many deals closed this month vs last?"
"Which campaigns have the best close rate?"

Data Privacy & Security

  • Read-only access: We never create, update, or delete data in your HubSpot account
  • Encrypted storage: OAuth tokens are encrypted at rest using AES-256
  • Minimal scopes: We only request the permissions needed for CRM data sync
  • Easy disconnect: Revoke access anytime from Lytical or HubSpot settings
  • Data deletion: When you disconnect, all synced HubSpot data is deleted from Lytical

Ready to Connect Your HubSpot CRM?

See which marketing channels actually drive revenue, not just leads.