Weekly LinkedIn Ads ROI report: connect spend to HubSpot pipeline in Slack

Every Monday at 8am, build a LinkedIn Ads pipeline ROI report that ties our ad spend to actual HubSpot revenue, and post it to Slack. The trigger is a cron schedule (LinkedIn Ads doesn't have a poll trigger and this report is inherently a weekly cadence).

Step one: call LinkedIn Ads Get Ad Analytics for the last 30 days pivoted by campaign, and pull spend, impressions, clicks, and lead form submissions for each campaign.

Step two: call HubSpot Search Deals filtered to deals that were created or moved to closed-won in the same 30-day window, where the original source, lead source, or utm_source property indicates LinkedIn. For each matching deal, read the first-touch campaign property or utm_campaign property so we know which LinkedIn campaign drove it.

Step three: match HubSpot deals back to LinkedIn campaigns. Prefer exact match on utm_campaign or campaign ID where present; fall back to fuzzy match on campaign name when only the name is available. Then compute per campaign: spend, attributed open pipeline value, closed-won revenue, deal count, cost per deal, and payback ratio (closed-won revenue divided by spend).

Step four: send a Slack message (Send a Message) that summarizes: the top three campaigns funding pipeline, the bottom three campaigns spending without producing deals, any campaigns that have crossed a configurable spend threshold with zero attributed deals, and a short paragraph recommending where to shift budget.

Two important rules. First, call out attribution gaps explicitly: list the count and total value of HubSpot deals that have LinkedIn as their source but no campaign ID, rather than silently dropping them. Second, never recommend pausing a campaign that has less than two weeks of spend history.

Configurable inputs the workflow should expose: the Slack channel to post to, the reporting window (default 30 days), the HubSpot deal properties that identify LinkedIn as the source and that carry the campaign name or ID, the spend threshold that flags a campaign as burning budget with no deals, and the minimum spend history before a pause recommendation is allowed.

Additional information

What does this prompt do?

Pulls the last 30 days of LinkedIn Ads spend, impressions, clicks, and lead form submissions broken out by campaign.
Matches HubSpot deals sourced from LinkedIn back to the specific campaigns that drove them, using UTM and campaign tags.
Calculates spend, attributed open pipeline, closed-won revenue, deal count, cost per deal, and payback ratio for every campaign.
Posts a Slack summary of the top three campaigns funding pipeline, the bottom three burning budget without producing deals, and a short recommendation on where to shift spend.

What do I need to use this?

A LinkedIn Ads account with reporting access for the campaigns you want included.
A HubSpot account where deals carry a lead source, original source, or UTM campaign property on them.
A Slack workspace and the channel or DM where you want the report posted.

How can I customize it?

Change the schedule. Monday at 8am is the default, but daily, biweekly, or end-of-month work just as well.
Pick a different reporting window. Thirty days is the default; last quarter or year to date are common alternatives.
Set the spend threshold that flags a campaign as burning budget with no attributed deals, and the minimum spend history before the report will recommend pausing anything.

Frequently asked questions

What if some of our deals are sourced from LinkedIn but don't have a campaign tagged on them?

The report calls those out as an attribution gap with a count and total deal value, instead of quietly dropping them. That way you know how much pipeline you can't tie back to a specific campaign and can fix the tagging upstream.

Will this work if our HubSpot uses a custom UTM or source property?

Yes. When you set the workflow up, you tell Geni which deal property identifies LinkedIn as the source and which one carries the campaign name or ID, and the matching uses those.

Will the agent ever recommend pausing a campaign?

It will surface underperformers, but it will never recommend pausing a campaign that has less than two weeks of spend history, so brand-new launches get a fair window to prove themselves.

Can we send the report somewhere other than Slack?

Slack is the default because most revenue and marketing teams already live there, but the workflow can post to any channel, private channel, or DM you authorize.

Does this work with HubSpot Free or Starter?

Yes, as long as your deals carry a source and campaign property. The report only needs to read deals and their properties, which every HubSpot tier allows.