Growth
AI Attribution Assistant
Explains which channels and touches contribute to pipeline and revenue.
Growth
AI Marketing Analytics for HubSpot
See which marketing sources turn HubSpot contacts into deals, answered in plain language from your own CRM records.
HubSpot records every email, form fill and deal, but turning that into a clear answer about which marketing actually brings revenue usually means a long export. This edition reads your HubSpot marketing and deal data with read-only access and answers questions like which sources produce deals and how long leads take to convert, in plain words, on a schedule.
- See which marketing sources turn HubSpot contacts into deals
- Lead-to-deal timing and conversion answered from your own records
- Scheduled summaries with alerts when a key number shifts
$4,250
20–30 working days
Optional maintenance $249/mo
What it is
AI Marketing Analytics for HubSpot answers marketing performance questions from your HubSpot emails, campaigns, forms, contacts and deal attribution, such as which sources produce deals or how long leads take to convert. It reads HubSpot on an agreed field mapping, plus one more system, and reports in plain words. Access is read-only.
Why businesses buy it
Marketing teams in HubSpot are often asked one hard question: what is actually driving revenue? The data is there, but reports are tangled with lifecycle stages, source definitions and custom properties, so answers take days and still get challenged. This edition follows contacts from first touch to closed deal on an agreed field mapping and explains the result in plain words. The scope names the objects, definitions and delivery channel before you order, and the connection is read-only, so your CRM stays untouched.
Problems this solves
Nobody knows which lead sources actually turn into deals
It reads HubSpot deal attribution alongside contacts, forms and campaigns. Questions such as which sources produce deals get a plain-words answer rather than a custom report build.
Time from lead to deal is guessed rather than measured
The agreed field mapping covers contact and deal dates, so it can report how long leads take to convert. Your team sees the figure every reporting cycle.
HubSpot dashboards answer last quarter's questions, not today's
Up to 25 defined questions or metrics are answered on schedule, with one more system connected if needed. You can add or change questions within that limit.
A good fit if
Marketing reports stop at leads, and sales reports start at deals, so nobody sees which sources actually produce revenue.
Your team exports HubSpot contacts and deals to a spreadsheet to answer questions the dashboards do not cover.
You want a plain written summary of marketing's contribution, in your brand's tone, for the weekly leadership update.
A HubSpot admin can create a private app token or approve OAuth with CRM scopes, and join a 30-minute setup call.
Not the right fit if
You need deals flagged as stalled, at risk or slipping. See AI Pipeline Intelligence for HubSpot.
You want campaign emails written and segmented inside HubSpot. See AI Email Marketing for HubSpot.
Your questions are mostly about website sessions and channels. See AI Marketing Analytics for Google Analytics 4.
You need touch-by-touch attribution of pipeline and revenue. See AI Attribution Assistant.
How it works
- HubSpot connects with a private app token or OAuth with CRM scopes, set up with your HubSpot admin on a 30-minute call.
- The field mapping is agreed and documented: which contact, company and deal properties, activities and notes it reads, and what it may update.
- Up to 25 metrics are defined in your terms, such as what counts as a marketing-sourced deal or a qualified lead, using the properties your team already fills in.
- Someone asks, 'Which original sources produced the most closed deals last quarter?', and gets a chart with a short summary written in your brand voice.
- One recurring report goes out on your schedule, with up to five alerts, such as marketing-sourced deals falling below target for the month.
- Before launch, answers are tested on sandbox or test records and checked against three months of HubSpot history.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- A HubSpot private app token or OAuth with CRM scopes.
- A HubSpot admin available for a 30-minute setup call.
- Definitions of marketing-sourced deals, qualified leads and the other metrics you report.
- Brand guidelines and tone examples for the written summaries.
- Your target audience and priority topics.
- At least three months of HubSpot history, plus access to the one other system you want connected.
- Report recipients, the delivery channel and one decision-maker.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; HubSpot access and field mapping scope confirmed.
Weeks 1–2
HubSpot connected two-way on the agreed mapping; metrics defined.
Week 3
Recurring report, alerts and the second system set up.
Weeks 3–4
Answers tested on sandbox or test records and three months of history.
Week 4
Your review and two rounds of changes.
Go-live
Live, mapping documented, handoff recorded, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,250 |
| Express | 15–25 working days | $5,000 |
| Rush | 10–20 working days | $5,750 |
What you receive at handover
- AI Marketing Analytics for HubSpot connected to your HubSpot account and one more system
- A documented field mapping for emails, campaigns, forms, contacts and deal attribution
- Access through user invites or keys you control, with no keys sent by email
- A scheduled report or dashboard with up to five alerts, and a test report checked against your historical data
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can show which marketing sources lead to real revenue
- Helps marketing and sales agree on lead quality
- Makes HubSpot data easier to act on each week
- Deals by original source
- Use HubSpot deal reports to compare deals by source for the quarter before launch and the quarter after.
- Lead-to-deal time
- Compare average days from contact creation to deal creation in HubSpot across matching periods.
- Reporting hours
- Log weekly hours spent building HubSpot reports for a month either side of launch.
Before you start: Pull last quarter's HubSpot source and deal reports, and note how long monthly reporting takes.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is paid once. Running it costs roughly $20 to $150 a month in your own accounts for AI model usage and hosting or scheduling, depending on question volume and report frequency.
Your HubSpot subscription is unchanged; licenses or plan upgrades are not part of the build. AI usage during build and testing is billed to you.
Ask about running costsCustom requirements
Custom HubSpot objects beyond the agreed mapping, a third connected system, or a second delivery channel needs a written Change Quote. Add a note at checkout to receive it. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the build current as your business changes. It covers monitoring, fixes, model and platform updates, a monthly health report and a monthly allowance of change hours for changes such as a new lifecycle stage or a revised source definition. It starts after the post-launch support period, bills monthly and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A higher HubSpot tier or reporting add-on bills monthly | A HubSpot partner charges a reporting retainer | Ours is one fixed price, shown on this page before you buy |
| Leads to deals | Custom reports you build and maintain | Rebuilt each month | Ours answers source-to-deal questions in plain language |
| Definitions | Default properties | The partner's assumptions | Ours uses your written definitions on a documented mapping |
| Delivery | Upgrade today, configure for weeks | Weeks of discovery | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Which HubSpot records does the HubSpot analytics edition use?
Contacts, companies, deals, activities and notes, through the field mapping agreed at intake and documented for you. Within that mapping it reads the properties it needs to answer questions and can update only what the mapping allows. Custom HubSpot objects outside the mapping are excluded unless added by Change Quote.
Can it show which sources turn into closed deals?
Yes, using the source and lifecycle properties your team already fills in and your definition of a marketing-sourced deal. It can compare sources by deals created, deals won or time to close, as far as your HubSpot data records them. Gaps in source data are reported, not filled.
How does HubSpot access work for this build?
Through a HubSpot private app token or OAuth with CRM scopes, created with your HubSpot admin on a 30-minute setup call. Access is limited to the agreed field mapping, sits in your own HubSpot account, and can be revoked by your admin at any time.
What can the second connected system be?
One system of your choice alongside HubSpot, for example Google Analytics 4, an ad platform or a sheet of targets. That lets you ask questions such as how website sessions compare with the HubSpot deals they produced. A third system needs a Change Quote, or the core AI Marketing Analytics build.
What does HubSpot marketing analytics cost to run monthly?
Roughly $20 to $150 a month in your own accounts for AI model usage and hosting or scheduling. Heavier daily use sits toward the top of that range. HubSpot licenses or plan upgrades are separate and are not included in, or required by, this build.
How fast can the HubSpot analytics edition go live?
Delivery follows the fixed timeline shown in the delivery panel, counted from a verified intake. Express and rush options are available for a fee. Book the 30-minute setup call with your HubSpot admin early, because intake is due within 72 hours of ordering and the field mapping is agreed on that call.
Follow marketing from first contact to closed deal.
Order AI Marketing Analytics for HubSpot and see which marketing turns contacts into deals. The field mapping and questions are agreed in writing before you pay.
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