Configuring Multi-touch Attribution in HubSpot for a Financial Consulting Firm

The customer, a financial consulting and business advisory firm based in the US, had a solid tech stack with HubSpot. However, tracking the channels which were bringing in high and positive ROI was a bit of a challenge.

For this, they wanted to track the first, middle, and last touch channels to avoid duplicates when multiple form submissions happen by the same person from different channels in HubSpot.

Download this case study to learn how we helped the customer:

• Track first, middle & last touch channel in the in the multi-touch attribution model
• Track conversion-driving channels
• Optimize budget allocation per marketing channel