Smartlead to HubSpot Performance Analytics

Smartlead to HubSpot Performance Analytics A streamlined workflow to analyze your Smartlead performance metrics by tracking lifecycle stages in HubSpot and generating automated reports.

Who is this for?

(Outbound) Automation Agencies, Sales and marketing teams using Smartlead for outreach campaigns who want to track their performance metrics and lead progression in HubSpot.

What problem does this workflow solve?

Manual tracking of lead performance across Smartlead and HubSpot is time-consuming and error-prone. This workflow automates performance reporting by connecting your Smartlead data with HubSpot lifecycle stages, providing clear insights into your outreach campaign effectiveness.

What this workflow does

Automatically pulls performance data from your Smartlead campaigns Cross-references contact status with HubSpot lifecycle stages Generates comprehensive performance reports in Google Sheets Provides customizable reporting schedules to match your team's needs

Setup Requirements

PostgreSQL Database

Set up your PostgreSQL instance (includes $300 free GCP credits) Follow our step-by-step setup guide: Find a step-by-step guide here

Google Account Integration

Connect your Google Account to n8n Find the guide here

Smartlead Configuration

Connect your Smartlead instance: Detailed connection guide included in workflow

How to customize this workflow

Configure the Trigger node to adjust report frequency Modify the Google Sheets template to match your specific KPIs Customize HubSpot lifecycle stage mapping in the Function node Adjust PostgreSQL queries to track additional metrics

Need assistance or have suggestions? lmk here