Marketing hub configuration

Define the stages a contact moves through from subscriber to customer, map the exact handover points where marketing passes leads to sales, and configure automation that updates lifecycle stages without manual work.

Authenticate your domain for marketing emails. Without this, emails land in spam and you can't send at scale.

Build active lists that update automatically as contacts meet criteria, create segmentation rules based on behaviour and attributes, and set up list hygiene automation that removes inactive or unqualified contacts.

Define which contacts count as marketing contacts (and which don't). This controls your billing and who receives campaigns.

Set up notification workflows that alert your team when leads take important actions, configure lead assignment automation that distributes leads fairly, and create data quality workflows that keep your database clean.

Create a marketing email from scratch: pick a template, write copy, add personalisation tokens, preview across devices, and send to a list. The core workflow you'll repeat every week.

Configure scoring criteria that balance demographic fit with behavioural engagement, implement point values for actions that predict conversions, and create score-based workflow triggers that route hot leads immediately.

Use HubSpot's campaign tool to group emails, ads, social posts, and landing pages under one umbrella. Track how a full campaign performs, not just individual assets.

Build dashboards that show traffic sources and attribution, track lead generation metrics, monitor funnel progression, and measure campaign performance and ROI.

Build the workflow that moves a lead to sales when they hit your threshold: lifecycle stage change, task creation, owner assignment, and notification.

Pick the right template, add reports that answer your weekly questions, and arrange everything so performance is visible in 30 seconds.

Use HubSpot's pre-built reports for email, landing pages, forms, social, and ads. Know what's working without building anything from scratch.

Combine multiple data sources to answer the questions defaults can't. Funnel reports and attribution reports that show where revenue actually comes from.

Break down your visitors by source (organic, paid, direct, referral, email, social). Spot which channels drive sessions and which drive conversions.