integration pair · combined reporting

Combined Reporting: HubSpot + Klaviyo

How do you get one set of numbers you can trust? askotter reads HubSpot and Klaviyo together and answers it for your business, by text.

● HubSpot · LIVE + ● Klaviyo · COMING SOON Combined Reporting
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the short answer

How does combined reporting with HubSpot and Klaviyo work for a small business?

askotter reads HubSpot and Klaviyo side by side so it can combine your accounts into one clean report you can ask questions of. One report covering every connected account, cleaned up and answerable by text.

Read the full answerShow less

The owner asks follow-up questions by text.

From HubSpot
Contacts and companies, Deal pipeline and stages, Email campaign performance.
From Klaviyo
Campaign performance, Flow and automation data, Subscriber segments.
Status
Klaviyo is on the integration roadmap, so the matching described here starts when that connector ships.
Not for
Replacing HubSpot or Klaviyo. Both keep working exactly as they do now.
the problem

How do you get one set of numbers you can trust?

GA4 says one thing, Stripe says another, and your booking system disagrees with both. Matching them by hand takes hours, and the answer is still fuzzy.

How askotter handles it

askotter reads HubSpot and Klaviyo side by side, so it can combine your accounts into one clean report you can ask questions of.

A person checks the result before it reaches you. This is part of our digital marketing services work.

matching the records

How HubSpot and Klaviyo records line up

HubSpot and Klaviyo both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.

Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.

Shared between the two: the customer email address, the phone number and the UTM campaign tags.

What combined reporting uses from each

Combined reporting needs a shared identifier or a shared time grain.

From HubSpot that means contact emails and company domains. From Klaviyo it means profile emails and phone numbers.

Klaviyo is on the integration roadmap, so the matching described here starts when that connector ships.

What each tool sees on its ownShow less

HubSpot on its own

HubSpot sees the contact and the deal. It cannot see money collected outside it, or ad spend on platforms it is not connected to.

Timing. HubSpot updates contact and deal properties as they change, and keeps the original source and first page seen on each contact.

Access. A HubSpot private app or OAuth connection with read-only CRM scopes.

Klaviyo on its own

Klaviyo sees who received, opened and clicked. It credits revenue by its own attribution window and cannot see sales that happen off the store it is connected to.

Timing. Klaviyo logs sends, opens and clicks as events. Apple Mail Privacy Protection preloads images, so open counts run high and clicks are the steadier signal.

Access. A Klaviyo private API key with read-only scopes.

questions

Questions about HubSpot + Klaviyo

Do I need a developer to connect HubSpot and Klaviyo?

No. Most accounts connect with a sign-in, and the rest take a file export.

How is askotter's Combined Reporting different from what HubSpot shows on its own?

HubSpot only sees its own numbers. askotter reads HubSpot and Klaviyo together and can answer the question: How do you get one set of numbers you can trust?

HubSpot + Klaviyo is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.