1. Project Vision
The goal was to create a comprehensive reporting engine inside SHOUT UGC's HubSpot environment. The system enables the client to answer critical business questions with real data:
- "What do we get back for the money we spend on ads?"
- "Which paid channel (Google, Meta, LinkedIn) gives us the best returns?"
- "How does traffic translate into subscribers, trials, paid users, and revenue?"
- "What is the ROAS per campaign and over time?"
2. System Architecture
We developed a custom web service that acts as a bridge. It ingests daily performance data from ad platforms and processes it into structured "monthly campaign containers" inside HubSpot.
The real-time ROAS dashboard as seen by the SHOUT team inside HubSpot.
Q) Why use Ticket Objects for Marketing Reports?
Standard HubSpot ad integrations record metrics in an "Ad Performance" object that cannot be joined with Contacts or Deals for advanced reporting. To bypass this limitation, we repurposed the **Tickets Object** as a unified data layer.
Because Tickets can be associated with both Contacts and Deals, we can build reports that directly calculate Ad Spend vs. Actual Revenue generated by those specific ad-acquired contacts.
3. Automated Data Pipelines (Cronjobs)
Our backend runs two primary scripts to ensure accuracy without manual work:
hubspot.php (Ads Sync)
Runs daily at 2:00 AM. Connects to Google, Meta, and LinkedIn APIs to pull spend, clicks, and impressions. It creates or updates the "Monthly Campaign Ticket" in HubSpot.
main.php (Revenue Attribution)
Runs daily at 4:05 AM. It traces Deal revenue back to early-stage Contacts, identifies their source (Paid, Organic, or Email), and writes the revenue totals back into the Campaign Ticket for ROI calculation.
4. Core Metrics & Calculations
The system automatically calculates and writes these values into HubSpot fields:
- Revenue Attribution: SUM(Deal Amounts) associated with contacts from that specific campaign.
- ROI / ROAS: Campaign Revenue / Campaign Spend.
- Cost Per Conversion: Campaign Spend / Number of Paying Contacts.
- CPC & CTR: Direct pulls from Ad APIs to monitor engagement efficiency.
5. Impact & Results
We delivered 7 fully functional dashboards categorized by location and business type (Studio UK, Agency US, etc.), allowing the SHOUT team to monitor their entire marketing spend in one place.
- Eliminated Manual CSVs: No more manual data merging or spreadsheet updates.
- Full Attribution: Every dollar spent is now trackable through the entire customer journey.
- Strategic Budgeting: The client can now shift budget to high-ROI campaigns based on real revenue data, not just clicks.
Interested in a unified HubSpot ROAS system?
We solve HubSpot's reporting limitations with custom engineering and smart object architecture.
Get a Free Consultation