.svg)
When someone fills out a form on your site, Dialed captures that conversion and attributes it to the right campaign. Here's how it works — and what you need to set up for accurate tracking.
Dialed tracks conversions through HubSpot. When a form submission or meeting creates or updates a contact in HubSpot, we capture it and attribute it to the Initiative (campaign) associated with that landing page.
What you need:
That's it. Once those pieces are in place, conversions flow into your reports automatically.
A conversion in Dialed is a form submission that reaches HubSpot — with the page URL intact. This is important because we use the page URL to attribute conversions to the right Initiative.
What works:
What doesn't work (without extra setup):
The good news: if you're using native forms on your website (not iframes), you don't need ugly HubSpot forms. Your Webflow/WordPress/Squarespace forms work great.
Dialed also tracks HubSpot meetings as conversions. When someone books a meeting through your HubSpot scheduling links, we capture it and attribute it to the right Initiative.
How meeting attribution works:
Meetings follow a two-track system:
Track 1: Existing LeadIf the person already converted on your site (filled out a form), the meeting inherits their original attribution. A lead who came through your Pricing Calculator Initiative and later books a meeting? That meeting is credited to Pricing Calculator.
Track 2: New LeadIf the meeting is their first interaction (no prior form submission), we use HubSpot's hs_analytics_first_url to determine which page brought them to your site, then match that to an Initiative.
This keeps your funnel connected. You can see not just which Initiatives generate leads, but which ones generate sales conversations.
What works:
What doesn't work:
These terms mean different things in Dialed:
Conversions are actions. Every form submission is a conversion event. If one person submits three forms, that's three conversions.
Leads are people. We deduplicate by email address. If one person submits three forms, that's one lead.
In your reports:
This distinction matters because you're trying to measure how many people your marketing reached—not how many form submissions you generated.
When a conversion happens, Dialed figures out which Initiative gets credit using this priority:
1. Landing page URL match (primary)
We look at the URL where the form was submitted and match it to landing pages you've associated with Initiatives. If the conversion happened on /pricing-calculator and that page is linked to your "Pricing Calculator" Initiative, the lead is attributed there.
2. UTM campaign match (backup)
If the landing page isn't associated with an Initiative, we check if the utm_campaign parameter matches an Initiative name.
3. Ad ID match (backup)
If UTM matching fails, we check whether the visitor came from one of your ads and credit that ad's Initiative.
4. Evergreen Pages (fallback)
If none of the above match, the conversion lands in "Evergreen Pages" — a catch-all row in your reports showing unattributed leads.
This is why landing pages are the foundation of accurate tracking. Associate your pages with Initiatives, and attribution just works.
Go to Settings → Integrations and connect your HubSpot account. This is required — all conversion data flows through HubSpot.
Also make sure:
Go to Web Pages and import your pages. You can:
When you import a page, Dialed scans it and detects what type of form is on it.
Each page shows a tracking status:
Ready — HubSpot form or native HTML form detected, and HubSpot tracking code is present. Conversions will be captured automatically.
Needs Setup — A form was detected, but it's either an iframe-based form (Typeform, Calendly, etc.) or the HubSpot tracking code isn't installed. Attribution may not work correctly.
No form — No form detected on this page. Nothing to track.
This is the critical step. Assign each landing page to an Initiative. When someone converts on that page, the lead gets attributed to that Initiative.
If a page isn't associated with a particular Initiative, attach them to your Evergreen initiative.
Here's the hard truth: Typeform, Calendly, Chili Piper, and similar tools use iframes to embed their forms. HubSpot's tracking code can't see inside iframes, which means:
Your options:
Option 1: Switch to native formsIf possible, use a native HTML form on your site instead of an iframe embed. With HubSpot tracking code installed, attribution will work.
Option 2: Hidden fields (advanced)Some platforms support hidden fields that can pass UTM parameters and page URLs. This requires setup work — adding JavaScript to capture UTMs and store them, then passing them through the form. It's doable but not automatic.
Option 3: Wait for direct integrationsWe're exploring direct integrations with Typeform, Calendly, and Chili Piper that would bypass HubSpot entirely and capture full attribution data. Stay tuned.
For now, if accurate attribution matters to you (and it should), native HTML forms with HubSpot tracking are the most reliable path.
You might be wondering: why does everything have to go through HubSpot?
A few reasons:
HubSpot is already your source of truth for contacts. Your leads, lifecycle stages, and deals all live there. By syncing from HubSpot, we're working with the same data your sales team uses.
It enables full-funnel tracking. Because we know which HubSpot contact came from which campaign, we can track them all the way through MQL → SQL → Opportunity → Customer → Revenue. That's how you get true ROI by campaign.
It simplifies setup. You don't need to install tracking scripts or pixels. If your forms push to HubSpot (which they probably already do), you're set.
The tradeoff is that forms must reach HubSpot. For most B2B companies using HubSpot as their CRM, this is already the case.
Dialed tracks conversions through HubSpot. If your forms push submissions to HubSpot and your landing pages are associated with Initiatives, attribution happens automatically.
The key setup steps:
Once that's in place, you'll see exactly which campaigns are generating leads — and which leads turn into revenue.
You run the ads, write the emails, manage the CRM, and build the reports. Dialed handles the last part so you can focus on the rest.
.svg)
