Automated lead routing and full-funnel reporting for a fintech
Built HubSpot automation and sales routing, connected the GTM stack, and stood up GA4/GTM dashboards so every lead had an owner and every campaign had a number.
01 The challenge
Inbound leads needed to reach the right rep quickly, and campaign data was spread across several tools with no single view of performance.
02 What was built
As fractional marketing operations manager, I built HubSpot workflows for automation and sales routing, ran end-to-end campaigns with landing pages in Contentful and Salesforce Pardot, integrated Claude, Salesforce, RB2B, Twilio, and Apollo.io, and created GA4/GTM dashboards for campaign and funnel reporting.
Every lead gets an owner, every campaign gets a number
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Step 01
Campaign captureLanding pages bring in inbound leadsContentful · Salesforce Pardot
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Step 02
Connected GTM stackVisitor and contact data synced across toolsRB2B · Apollo.io · Twilio · Claude
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Step 03
Automated routingHubSpot workflows assign the right repHubSpot · Salesforce
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Result
Full-funnel reportingCampaign and funnel KPIs in one dashboardGA4 · Google Tag Manager
03 The result
Inbound leads are routed automatically to the right sales owner, and campaign and funnel KPIs are tracked in GA4/GTM dashboards instead of across scattered tools.
Tools used
- HubSpot
- Salesforce
- Salesforce Pardot
- Contentful
- RB2B
- Twilio
- Apollo.io
- Claude
- GA4
- Google Tag Manager