Every marketing team wants to move faster and gain better visibility across campaigns. But what that looks like and where to start is different for everyone.

Before you integrate HubSpot with MarketingHQ, take a step back and clarify what matters most to your GTM motion. Identify which parts of your workflow need improvement, what HubSpot data is most valuable, and when that information will be most useful for your team.

Your instinct might be to say “everything, everywhere, all at once,” but ranking your priorities helps you start small, realize value quickly, and expand confidently.


Step 1: Define your goals and success metrics

Start by identifying what “better” looks like for your team. Do you want to increase campaign velocity, improve brand consistency, or strengthen visibility across channels?

Write down your top two or three goals and decide how you’ll measure success. This will guide which data and workflows you prioritize first.

Step 2: Identify the areas that need the biggest lift

Every GTM engine has friction points. Maybe your planning happens in too many places, or performance data arrives too late to inform decisions. Pinpoint where the gaps are between planning, creation, launch, or measurement, and map which ones HubSpot data could help solve first.

Step 3: Decide which HubSpot data matters most

HubSpot contains a wealth of information: campaigns, leads, contacts, deals, workflows, and analytics. Choose the data that will have the most immediate impact on your team’s alignment and productivity. Starting with the critical data will give you the focus to prove value quickly and scale strategically. 

Pro tip: Most teams start by syncing in campaigns, contacts, and leads.

Step 4: Sequence your objects strategically

Once you’ve defined what to prioritize, decide which objects to pull in first. Start with the high-impact connections, like syncing campaign data for planning and reporting, before layering in CRM insights, forms, or tickets. This gradual approach keeps things clean and easy to adopt.

Step 5: Build momentum and expand

As your team gets comfortable working in one connected hub, bring in additional HubSpot data and automations. Gradually fold in content reviews, cross-channel visibility, and analytics to make MarketingHQ your full campaign command center—where planning, creation, and performance all connect seamlessly.

Based on the priorities you identify above, use the integration steps below to connect the most important data first. Start small, get quick wins, and expand your integrations as your team grows confident working in one seamless hub.

Connecting HubSpot to MarketingHQ takes just a few minutes and keeps your data, teams, and workflows continuously in sync. Here’s how to bring your CRM, campaign, and performance insights directly into your marketing team hub.


1. Connect your accounts

Install the HubSpot Pack for Coda to enable a two-way sync of your CRM, email, and campaign data. You can pull in records like contacts, companies, deals, leads, and performance metrics.

2. Insert HubSpot data into your team hub

Sync your HubSpot data right into your team’s workspace. Drag and drop HubSpot tables into your hub to create custom dashboards or connect to your marketing calendar.

3. Filter for focus

Select only the data that matters. Choose which HubSpot fields to show. You can also filter the HubSpot records by campaign, owner, or stage to create customized team views. No clutter. Just the context your team needs.

4. Set your refresh cadence

Set your refresh cadence (daily, weekly, or hourly) to stay aligned across planning, creation, and reporting without manual updates.

5. Stay in sync

Two-way sync means updates flow both ways, so changes made in HubSpot instantly reflect in MarketingHQ, and vice versa. Everyone operates from the same data, ensuring your plans, assets, and reports are always aligned and up to date.