integration pair · campaign optimization

Campaign Optimization: HubSpot + Mailchimp

Which campaigns should you grow and which should you stop? askotter reads HubSpot and Mailchimp together and answers it for your business, by text.

● HubSpot · LIVE + ● Mailchimp · COMING SOON Campaign Optimization
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the short answer

How does campaign optimization with HubSpot and Mailchimp work for a small business?

askotter reads HubSpot and Mailchimp side by side so it can improve campaigns using numbers from every connected account. Grow, pause or fix.

Read the full answerShow less

Each suggestion is backed by your own revenue numbers, and a person reviews every one. The owner asks follow-up questions by text.

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

Which campaigns should you grow and which should you stop?

Each campaign gets judged inside its own platform. A Meta campaign can look weak on its own and still drive 40% of your Google conversions. You cannot see that from inside Meta.

How askotter handles it

askotter reads HubSpot and Mailchimp side by side, so it can improve campaigns using numbers from every connected account.

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

matching the records

How HubSpot and Mailchimp records line up

HubSpot and Mailchimp 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.

HubSpot and Mailchimp both keep the UTM source, medium and campaign values from the visit, so activity lines up campaign by campaign even when no single person can be matched.

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

What campaign optimization uses from each

Campaign optimization needs cost on one side and outcome on the other.

From HubSpot that means contacts and closed deals by original source. From Mailchimp it means clicks by campaign and segment.

Mailchimp 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.

Mailchimp on its own

Mailchimp sees who received and clicked. It cannot see what the reader did after landing on the site.

Timing. Mailchimp reports opens and clicks per campaign. Apple Mail Privacy Protection inflates opens, so clicks are the steadier signal.

Access. The Mailchimp Marketing API with an OAuth connection.

questions

Questions about HubSpot + Mailchimp

Do I need a developer to connect HubSpot and Mailchimp?

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

How is askotter's Campaign Optimization different from what HubSpot shows on its own?

HubSpot only sees its own numbers. askotter reads HubSpot and Mailchimp together and can answer the question: Which campaigns should you grow and which should you stop?

HubSpot + Mailchimp 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.