Connect HubSpot and PipeHalo shows what your ad spend produced in pipeline, by channel. Each new deal is credited to the channel that sourced it and set next to what that channel cost. Your ad platforms report clicks and leads. HubSpot knows which of those leads became deals.
What PipeHalo reads, and what it never touches
PipeHalo reads your HubSpot account. It never creates, edits or deletes records. Your team makes every change.
| PipeHalo reads | PipeHalo never does |
|---|---|
| Contacts and companies, with their source fields (no names, emails or phone numbers) | Create, edit or delete contacts or leads |
| Deals, with stages, amounts and dates | Change deal stages or amounts |
| UTMs from the first and last page each contact visited, and marketing campaigns on Marketing Hub Professional or Enterprise | Change properties, workflows or lifecycle stages |
| 13 months of history, synced daily | Sell your data, use it for advertising or use it to train AI models |
PipeHalo’s team can’t see your CRM data unless an admin sends a time-limited support code. The read-only page explains how that works.
What you get
Pipeline by channel, next to spend
The Pipeline page credits each new deal to the channel that sourced it, using UTMs and HubSpot’s source fields. For each channel you see:
| Measure | What it tells you |
|---|---|
| Leads, MQLs, SQLs | How far the channel’s leads get |
| Opportunities, pipeline, closed-won | What the channel actually produced |
| Cost per lead, cost per opportunity, pipeline per $1 | What each result cost, set against spend |
If a source value is wrong, an admin can fix it in Channel mapping, and the numbers update.
Checks that need a CRM
Ad accounts alone get most of PipeHalo’s daily checks. HubSpot adds the ones that need to know what happened after the click:
- Spend with no pipeline: a channel or campaign keeps spending, but no new deals are credited to it.
- Low-quality leads: 30% or more of a channel’s leads from the last 60 days are marked unqualified in HubSpot, at least twice the rate of your other channels.
- Broken or missing UTMs: paid leads arrive without UTMs, or with a campaign value that matches none of your ad campaigns.
Each flag shows the money at stake and the steps to fix it, in HubSpot or in the ad platform.
The UTM mistake that hides paid social
HubSpot checks for organic social before paid social. A link with utm_medium=social and a social network as utm_source is counted as organic social, even when it came from a paid ad. For paid social, HubSpot looks for a medium containing “paid”, “ppc” or “cpc”. PipeHalo doesn’t credit those links to the ad channel either, so give paid links a paid medium such as paid_social or cpc. See how to fix broken UTMs.
Why HubSpot’s own ad reports may show less
HubSpot’s ads tool credits a deal to an ad only when the deal is Closed Won and the contact is at the default Customer lifecycle stage. Open pipeline doesn’t show there. PipeHalo counts deals from the day they’re created, so you see pipeline months before it closes.
For the full setup, read the guide to tracking LinkedIn Ads pipeline in HubSpot and the fix for LinkedIn Ads with no pipeline.
How to connect HubSpot
Setup takes about 10 minutes, ad accounts included.
- Sign in to PipeHalo with Google, Microsoft or a one-time code sent to your work email.
- Choose HubSpot and sign in to HubSpot.
- Choose the HubSpot account to connect.
- Approve read access when HubSpot asks.
PipeHalo loads 13 months of history, and pipeline by channel appears once the first sync finishes. To see what else gets checked each morning, read what a paid media audit covers.
Frequently asked questions
Does PipeHalo change anything in HubSpot?
No. PipeHalo only reads. It never creates, edits or deletes contacts, deals or properties, and it never changes workflows. Every change is made by your team.
Do I need HubSpot to use PipeHalo?
No. The CRM is optional. Ad accounts alone get the Action Center, the daily audit and the Monday Brief. HubSpot adds pipeline by channel, and every plan includes it.
How much history does PipeHalo use?
Records created or changed in the last 13 months, synced daily. That’s enough to see deals that started from ads clicked many months earlier.
See pipeline by channel
Try the live demo to see a workspace with 13 months of ad and CRM data, or see plans.