Attribution Data That You Can Trust

Fix unreliable attribution, connect your systems, and confidently report on what's working without second-guessing your data.

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The three most common marketing attribution failures

Disconnected Systems

When HubSpot, Salesforce, and ad platforms don't talk to each other cleanly, attribution breaks. We align your stack, choose a clear source of truth, and ensure data flows consistently across tools.

Messy Lifecycle Tracking

Outdated or incomplete lifecycle stage tracking makes it impossible to see how leads move from MQL to SQL and beyond. We rebuild your lifecycle framework, implement proper date stamping, and give you visibility into every stage.

Unreliable Campaign Data

Campaigns that aren't synced or tracked correctly lead to false reporting. We standardize campaign setup, and ensure your reporting reflects reality. No more guesswork.

What Great Attribution Feels Like

When attribution is clean, you know exactly what's driving results. You stop doubting your reports. You stop spending hours hunting for errors. You finally have the clarity to double down on what works and cut what doesn't.

Confidently show which channels drive pipeline

Marketing & Sales share the same data

Conversion metrics are clear

Campaign data becomes actionable

Leadership trusts the numbers

Audit my Attribution Setup

Whatever Tools You Use, We’ve Got You Covered

We’ve seen every tool combo under the sun. And we know how to make them click for your SaaS.

AI Readiness

You can’t automate chaos. We prep your systems, processes, and data structure so you can layer in AI without breaking your ops.

Lead Routing

Getting leads is only half the battle—getting them to the right person fast is where the magic happens. We streamline your Salesforce and HubSpot routing rules to ensure every lead is assigned instantly, fairly, and accurately. No more missed SLAs, messy handoffs, or lost opportunities.

Usage-Based Billing

Supporting usage-based pricing in Salesforce isn’t easy. We help you design scalable quoting, provisioning, and billing workflows that connect GTM, Finance, and Product without constant duct tape.

Other Use Cases That Move the Needle

Marketing Attribution is just one part of the puzzle. From lead routing to AI workflows, we help fast-growing SaaS teams untangle the messy parts of RevOps and turn them into a competitive edge.

FAQs

What’s the difference between single-touch and multi-touch attribution?

Single-touch attribution credits only one campaign or channel (like the first or last touch), while multi-touch spreads credit across all interactions that influenced a deal. For B2B SaaS with longer sales cycles, multi-touch often gives a more accurate view. Candybox helps you implement the right mix whether that’s a weighted multi-touch model or a simple hybrid, so your reporting balances accuracy with simplicity and doesn’t overwhelm your team.

Why does my attribution data look different in HubSpot vs Salesforce?

This usually happens when lifecycle stages, campaign associations, or custom fields aren’t synced properly between platforms. HubSpot and Salesforce “speak different languages,” and without a clear source of truth, reports never align. We fix this by defining a single reporting source (usually Salesforce for B2B SaaS) and automating the right data flows between systems. The result is one version of the truth everyone can trust.

How do I track attribution across ads, email, and offline events?

Campaigns often live in silos: ads in Google, webinars in HubSpot, events in spreadsheets. This makes it impossible to see the full picture. We design a unified campaign framework that pulls in every touchpoint (digital and offline) and maps it back to your CRM. Candybox makes sure every lead is properly stamped with campaign data, so no interaction is missed.

What KPIs should I track for marketing attribution?

Beyond just MQL counts, you need metrics that actually connect marketing to revenue like pipeline sourced by channel, campaign ROI, conversion rates (MQL → SQL → Opp), and true CAC by source. Candybox sets up attribution so these KPIs are always available in one place, without manual spreadsheet work. We also build in time-based reporting so you can see how quickly leads move between stages and where they get stuck.

What’s the best source of truth for attribution between HubSpot or Salesforce?

For most SaaS companies, Salesforce is the most reliable reporting source because it ties directly to pipeline and revenue. HubSpot remains the best tool for capturing early-stage marketing interactions. Candybox helps you decide the right source of truth for YOUR business, then configures HubSpot & Salesforce syncs so your reporting reflects the full funnel accurately.

Can Candybox audit my current attribution setup?

Absolutely. We start with a full audit of your current systems: looking at lifecycle stages, campaign associations, tool syncs, and data integrity. Then we give you a clear plan: what to clean, what to rebuild, and what to automate. Many clients start with an attribution audit and end up with a complete rebuild that finally makes their data trustworthy.

How does Candybox help companies improve marketing attribution specifically?

We bridge the gap between Marketing, SDRs, and RevOps. That means aligning lifecycle stages, syncing data between HubSpot and Salesforce, building a scalable campaign framework, and setting up attribution models that give leadership confidence. The goals is to have clear answers to the CEO's question, "What’s actually working?" without your team scrambling to piece together reports.

What's the most common reason attribution fails?

Attribution usually fails because it’s either overcomplicated or poorly aligned with how your team actually works. We see three big culprits: disconnected tools (HubSpot vs Salesforce), missing lifecycle date stamps, and inconsistent campaign setup. Candybox fixes all three by simplifying your attribution model, creating clear handoff points between marketing and sales, and automating the data flows so nothing falls through the cracks.

Do I really need multi-touch attribution, or is last-touch good enough?

It depends on your sales cycle. If your deals close quickly, last-touch might give you enough insight. But for most B2B SaaS companies with longer cycles, you’ll miss the bigger picture without multi-touch. Candybox helps you find the right balance: a model that’s accurate enough to guide decisions but simple enough to maintain.

The reviews are in

Look at what our clients are saying on G2

"Professional Salesforce partners. The people are easy to work with, always come with solutions to my problem, and get things done on time."

Joseph

Hoban

VP Sales, Nagomi Security

"Fast, efficient, great communication, can give you insight into standard object intended uses and suggest best practices so if you need to make changes you understand any potential pros and cons."