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Vestaboard
Boosts Campaign Performance with
Custom Data
and Automation
Client
Vestaboard
Timeline
1 Week
Hubspot Subscription
Marketing Hub Professional
Sales Hub
Service Hub
Operations Hub Enterprise
Marketing Hub Professional
Task
Historical Data Sync
Project Overview
Vestaboard needed to monitor the performance of a campaign closely and trigger specific workflows based on the data collected. To achieve this, they required custom properties to track essential metrics tailored to their specific business needs.
Problem Statement
-
Need for Custom Campaign Tracking
Vestaboard needed to monitor campaign performance using custom properties tailored to their business goals, which were not available by default in HubSpot. -
Difficulty Accessing Historical Data
Accessing and organizing historical campaign data through the HubSpot API was complex, making it challenging to gather accurate engagement and conversion metrics for all contacts involved. -
Workflow Trigger Limitations
Without properly populated custom properties based on historical data, Vestaboard was unable to trigger specific workflows, limiting their ability to act on campaign insights in real time. -
Need for Custom Campaign Tracking
Vestaboard needed to monitor campaign performance using custom properties tailored to their business goals, which were not available by default in HubSpot. -
Difficulty Accessing Historical Data
Accessing and organizing historical campaign data through the HubSpot API was complex, making it challenging to gather accurate engagement and conversion metrics for all contacts involved. -
Workflow Trigger Limitations
Without properly populated custom properties based on historical data, Vestaboard was unable to trigger specific workflows, limiting their ability to act on campaign insights in real time.
Our Solution
Historical Data Retrieval
Leveraging HubSpot API for Data Collection
Accurate and Complete Data Retrieval
Centralized Data for Easy Access
Historical Data Retrieval
Custom Property Mapping
Tailored Custom Properties
Data Alignment with Business Goals
Efficient Data Management
Custom Property Mapping
Enabling Workflow Triggers
Real-Time Workflow Triggers
Improved Automation Efficiency
Increased Campaign Optimization
Enabling Workflow Triggers
Complete Historical Data Access
Vestaboard gained full access to organized and accurate historical campaign data, helping them track engagement, conversions, and user interactions in one place.
Accurate Custom Property Population
All relevant contacts in HubSpot were updated with custom property values, allowing the team to view key metrics directly on contact records for easy monitoring.
Workflow Automation Success
With precise data in place, Vestaboard could trigger advanced workflows based on past campaign performance, improving decision-making and campaign optimization.
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