Predictive Forecasting: HubSpot + Klaviyo
Can you trust your forecast for next month? askotter reads HubSpot and Klaviyo together and answers it for your business, by text.
How does predictive forecasting with HubSpot and Klaviyo work for a small business?
askotter reads HubSpot and Klaviyo side by side so it can forecast with live numbers from every connected account. Forecasts that update as your numbers change, with a likely range attached.
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.
Can you trust your forecast for next month?
Most small business forecasts are last year's numbers in a spreadsheet. They miss that your ad spend doubled this quarter or that the busy season started early.
How askotter handles it
askotter reads HubSpot and Klaviyo side by side, so it can forecast with live numbers from every connected account.
A person checks the result before it reaches you. This is part of our digital marketing services work.
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 predictive forecasting uses from each
Predictive forecasting needs enough history to see the seasonal pattern.
From HubSpot that means open deals by stage and expected close date. From Klaviyo it means list growth by week.
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.
Related guides
- LinkedIn Ads and HubSpot Attribution: Why the Numbers Disagree. HubSpot and LinkedIn are both reporting honestly. They just count different events over different windows.
- Connecting Klaviyo and Google Ads: What It Is For. The integration is easy. Knowing which audiences to build, and what to do with them, is the part that produces returns.
Services that use these connections
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Questions about HubSpot + Klaviyo
Do I need a developer to connect HubSpot and Klaviyo?
How is askotter's Predictive Forecasting different from what HubSpot shows on its own?
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.