05 · Big CRMs

Two parts: (1) page tracking — add the HYROS Universal Script in HubSpot Settings → Content → Pages (Site Header HTML). (2) Sales — in the HYROS HubSpot integration you must configure which deal stage counts as "Won." If no Won stage is set, HYROS tracks NO sales from HubSpot. For embedded HubSpot forms, paste the form's embed code into HYROS and use "Convert into enhanced embed code" so the script is included.

Split the job by what each piece does. The HYROS script (in the funnel's Head Tracking Code) tracks ONLY source clicks / attribution — it does NOT track sales. GHL sales are tracked through the integration's Won stage (you pick which stage counts as Won), the same model as HubSpot. For calendars, append identity to the redirect (thank-you) URL: ?email={{contact.email}}&phone={{contact.phone}} (use & if the URL already has params), and keep the calendar embedded on your own domain. Lead stages are driven by GHL tags mapped to Hyros lead stages.

In the HYROS Salesforce integration you map a HYROS object (Orders, Leads, or Refunds) to the corresponding Salesforce object and choose when it fires — e.g. send an Order when a Salesforce Opportunity is marked Closed Won. Standard setups use the default config; complex/custom objects need manual mapping (or HYROS support).