Picture this: you have a handful of ads running on different platforms (Google, Facebook, Craigslist, etc.), each with a CTA to call your business. You want to track the performance of each ad, based on how many phone calls your business receives.

HubSpot Workflow

Start by using call notes and setting the incoming phone number as the criteria for the contact enrollment trigger.

Marketing Source Field

Update the Marketing Source field on the contact record using the “set property value” action. Create an “if/then” branch to assign the correct marketing source based on the phone number dialed.

Track Marketing Efforts

By keeping track of marketing sources based on phone numbers, you can gain valuable insights into which ads are performing well and which ones may need improvement.

Create Custom Report

With HubSpot’s custom reporting options, you can analyze the effectiveness of different marketing sources.

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