How Do I Align Marketing, Sales, and Service Around Revenue Goals Using HubSpot’s Integrated Hubs?

Start with definitions and data. Finalize ICP properties, lifecycle and deal/ticket stage criteria, plus standardized disposition codes for rejections and churn reasons. Use Operations Hub to normalize country/phone formats and enforce validations so routing and reporting are reliable. Lock a single attribution model and protect original-source and UTM fields to keep ROI and influence credible across teams.

Operationalize handoffs. In Marketing Hub, build segmentable lists and Campaigns that push qualified demand into Sales Hub with SLA timers for first touch and follow-ups. Sales accepts or recycles leads with required reasons; workflow branches move opportunities through stages and, at Closed-Won, automatically create Service Hub tickets for onboarding or implementation. Add Knowledge Base and chat for self-service and pipe ticket themes back to content targeting.

Govern with a shared scorecard. Use the Custom Report Builder and dashboards to track sourced & influenced pipeline, stage velocity, win rate, expansion, and CSAT. Apply global filters for segment, region, and product and schedule dashboard emails before a weekly revenue council. Maintain a backlog of actions from data (e.g., slow time-to-first-response segments) and assign owners to keep alignment tight quarter after quarter.