Hubspot
This system hosts and runs lead scoring before routing records to Salesforce.
What is, Hubspot
This tool routes accounts and contacts AFTER they enter Salesforce.
What is, LeanData?
This system acts as the central warehouse, connecting data from product usage, marketing, and survey sources.
What is, Snowflake?
This platform captures leads from live chat on the website and sends them into HubSpot.
You spot 12 demo form submissions from the same Gmail address within 5 minutes. This bot-fighting tool likely failed.
What is CHEQ?
These two types of validation occur on inbound records into HubSpot.
What are phone number validation and email validation?
This tool allows users to change data in mass inside of Salesforce.
What is, DemandTools?
This platform collects survey responses from customers and syncs the data into Snowflake.
What is, Qualtrics.
This web experimentation tool shares audience information with HubSpot for personalization.
What is, Optimizely?
All top of funnel leads need to go through this one system to maintain governable lead paths.
What is, Hubspot?
These types of web forms feed directly into HubSpot.
What are request demo, content, and soon to be the blog forms?
HubSpot syncs these object bi-directionally with Salesforce, all day, every day in 15 min intervals.
What is, lead/contact and account.
A record’s job title is “asdfgh” and the company is “test test test.” This behavior often means your form was hit by this.
What is, either internal testing and/or bot activity and/or general laziness from prospects
These types of events will likely always require a list import as third-party leads.
What are tradeshows and/or live events?
Your nurture workflow is sending to thousands of unqualified contacts, and none of the suppression rules are working. Who do you call?
What is Marketing Ops, to audit segmentation logic and/or suppression lists
If a contact skips an email in a workflow, it’s often due to this setting.
What is “don’t send to unengaged contacts”?
This Salesforce object will only be read by Hubspot, never updated by it.
What is the Opportunity?
This warehouse stores product usage and marketing activity data.
What is, Snowflake?
This tagging system helps identify and block bot traffic before lead processing.
What is, CHEQ?
You import a list and THEN the campaigner told you that they got it from a list vendor. This is your next step.
Reach out to MOPs to ensure the records are scrubbed out/cleaned and to ensure the proper flags fire in SFDC
Hundreds of product signups aren’t receiving onboarding emails. Your lists look good. This is what is likely wrong.
What is, field population and/or workflow errors
This object houses Klaviyo usage data inside of Salesforce.
What is, KPU
Attribution shows revenue tied to a lifecycle campaign that ended six months ago. What might be wrong?
What is, improper UTM carryover or campaign date misalignment
This platform is desperately waiting for Hubspot IP warming to begin so it can have better cookie data.
What is, Qualified?
No one has been pulled into the Lead to MQL nurture for the last 24 hours. This is your next step.
Flag to MOPs for escalation, ensure form submits are functional.