Track Multi-Channel Campaigns in One Unified Dashboard

1. 1

   Set up UTM parameter naming convention for all campaigns

2. 2

   Create Zapier integration to pull HubSpot form submissions with UTM data

3. 3

   Log conversions to Google Sheets with source, medium, campaign, and date

4. 4

   Build pivot table to show conversions by channel

5. 5

   Set up weekly email report with Google Sheets > Gmail automation

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Google Sheets Structure:
Columns: Date | Source | Medium | Campaign | Lead Name | Email | Status
Zapier:
1. Trigger: HubSpot new form submission
2. Extract UTM parameters from form metadata
3. Google Sheets: Append row
4. Schedule: Weekly on Friday
5. Gmail: Send sheet link to marketing team with summary stats