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](https://github.com/wukimidaire/postgres_table_templates) ### **Google Account Integration** - Connect your Google Account to n8n - [Find the guide here](https://docs.n8n.io/integrations/builtin/credentials/google/#compatible-nodes) ### **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? Let me know [**here**](https://www.linkedin.com/in/victordecoster/).