Root Cause Analysis: HubSpot + Mailchimp
Why did this number change? askotter reads HubSpot and Mailchimp together and answers it for your business, by text.
How does root cause analysis with HubSpot and Mailchimp work for a small business?
askotter reads HubSpot and Mailchimp side by side so it can test each explanation against your connected accounts and find the cause. A ranked list of likely causes, each with the evidence behind it.
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 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.
Why did this number change?
Bookings dropped 23%. The ad, the website and the weather all get blamed. Without your accounts side by side, it stays a guess.
How askotter handles it
askotter reads HubSpot and Mailchimp side by side, so it can test each explanation against your connected accounts and find the cause.
A person checks the result before it reaches you. This is part of our digital marketing services work.
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 root cause analysis uses from each
Root cause analysis needs timestamps precise enough to put events in order.
From HubSpot that means deal stage history and time spent in each stage. From Mailchimp it means send time and segment for each campaign.
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.
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.
- How to Measure Marketing ROI When You're Not a Data Scientist. The right questions can do the work of a data team.
Services that use these connections
Other analyses: HubSpot + Mailchimp
Questions about HubSpot + Mailchimp
Do I need a developer to connect HubSpot and Mailchimp?
How is askotter's Root Cause Analysis different from what HubSpot shows on its own?
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.