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Project Overview
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HubSpot Services
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Hubspot Onboarding
Seamless setup and introduction to HubSpot for effective business use.
Service Hub Implementation
Implement HubSpot Service Hub for efficient customer support management.
Hubspot Integration
Integrate HubSpot with your existing systems for seamless workflows.
HubSpot for Bangladesh
HubSpot solutions tailored to the needs of Bangladeshi businesses.
Digital Services
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UI/UX Design
Design user-friendly and visually appealing websites that engage visitors.
Odoo ERP Implementation
Optimize workflows, boost efficiency, and enhance productivity with Odoo ERP.
Vestaboard
Boosts Campaign Performance with
Custom Data
and Automation
Client
Vestaboard
Timeline
1 Week
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Hubspot Subscription
Marketing Hub Professional
Sales Hub
Service Hub
Operations Hub Enterprise
Marketing Hub Professional
Task
Historical Data Sync
Problem Statement
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Need for Custom Campaign Tracking
Vestaboard needed to monitor campaign performance using custom properties tailored to their business goals, which were not available by default in HubSpot. -
Difficulty Accessing Historical Data
Accessing and organizing historical campaign data through the HubSpot API was complex, making it challenging to gather accurate engagement and conversion metrics for all contacts involved. -
Workflow Trigger Limitations
Without properly populated custom properties based on historical data, Vestaboard was unable to trigger specific workflows, limiting their ability to act on campaign insights in real time. -
Need for Custom Campaign Tracking
Vestaboard needed to monitor campaign performance using custom properties tailored to their business goals, which were not available by default in HubSpot. -
Difficulty Accessing Historical Data
Accessing and organizing historical campaign data through the HubSpot API was complex, making it challenging to gather accurate engagement and conversion metrics for all contacts involved. -
Workflow Trigger Limitations
Without properly populated custom properties based on historical data, Vestaboard was unable to trigger specific workflows, limiting their ability to act on campaign insights in real time.
Our Solution
Historical Data Retrieval
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Leveraging HubSpot API for Data Collection
We used the HubSpot API to retrieve detailed historical data from past campaigns, ensuring we captured key metrics such as engagement, conversions, and user interactions across all contacts. This comprehensive data collection enabled Vestaboard to track campaign performance effectively.
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Accurate and Complete Data Retrieval
The process was carefully managed to ensure that no relevant data was missed, providing a thorough record of past interactions. This allowed for a complete understanding of campaign performance and helped avoid any gaps in tracking historical metrics.
Centralized Data for Easy Access
The retrieved data was organized in a centralized format within HubSpot, making it easier for Vestaboard’s team to access and analyze historical data, ensuring a smooth flow of information for future campaign optimizations.
Historical Data Retrieval
Custom Property Mapping
Tailored Custom Properties
We mapped the historical data to custom properties in HubSpot, aligned with Vestaboard’s specific business needs and reporting structure. This customization ensured that all campaign-related data was categorized appropriately for future use.
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Data Alignment with Business Goals
The custom properties were designed to reflect Vestaboard’s business goals, allowing the team to track the most relevant metrics that directly impact their campaign performance, customer engagement, and sales goals.
Efficient Data Management
Once the data was mapped, Vestaboard had clear visibility into the most important metrics at the contact record level. This structure allowed for easier monitoring, decision-making, and the ability to act quickly on performance insights.
Custom Property Mapping
Enabling Workflow Triggers
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Real-Time Workflow Triggers
With accurate custom properties in place, Vestaboard could now trigger automated workflows based on historical data insights. These workflows helped monitor campaign performance in real time and acted on new data as it was captured.
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Improved Automation Efficiency
The workflows were designed to ensure that data-driven actions, such as follow-ups or notifications, were triggered automatically, reducing manual work and improving efficiency in campaign management.
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Increased Campaign Optimization
By automating workflows based on historical performance, Vestaboard was able to fine-tune their campaigns, optimize lead nurturing processes, and make data-driven decisions that led to better targeting and improved results.
Enabling Workflow Triggers
Results
Complete Historical Data Access
Vestaboard gained full access to organized and accurate historical campaign data, helping them track engagement, conversions, and user interactions in one place.
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Accurate Custom Property Population
All relevant contacts in HubSpot were updated with custom property values, allowing the team to view key metrics directly on contact records for easy monitoring.
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Workflow Automation Success
With precise data in place, Vestaboard could trigger advanced workflows based on past campaign performance, improving decision-making and campaign optimization.
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