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Free playbook

The HubSpot Ad-Attribution Playbook

Pull these three reports yourself, live in Claude, no code. The exact connectors and copy-paste prompts I use to trace every ad dollar to the revenue it actually drove.

Step 1 · Connect your data

One-time, at claude.ai → Settings → Connectors.

HubSpot

Connect it and authorize READ access to contacts and deals. This is your CRM side: leads, deals, and their source and UTM properties.

Windsor.ai

Add the connector, sign in, and connect your ad accounts (Google, Microsoft/Bing, LinkedIn, Meta). This is your spend side across every platform, and how Bing shows up even though HubSpot is blind to it.

When both say “connected,” open a new chat in Claude and paste the Setup block once.