| 74 | 7 | Build your own | 16 | 424 |
|---|---|---|---|---|
| performance signals | automated checks | automated fixes | proven workflows | API operations |
Monitor performance
74 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher.| Signal | Outcome | Alert behaviour | What it tracks |
|---|---|---|---|
| Contact Lifecycle Stage Distribution | Run operations | Watch only | % of contacts at each lifecyclestage (subscriber/lead/MQL/SQL/opportunity/customer/evangelist). Shapes funnel investment. |
| Contact Properties Missing vs Ecom Data | Protect revenue | Merchant rule | Contact records that exist in HubSpot but missing core CRM properties (name, lifecycle, lead_status) yet have ecom purchase history. Sync gap to fix. |
| Deal Close-Won Without Matching Ecom Order | Grow revenue | Merchant rule | Revenue-recognition gap - sales marks deal won but no ecom transaction posts. Either CRM data entry error or ecom integration drift. |
| Deal Pipeline by Stage | Run operations | Watch only | Open deal value grouped by dealstage. Surfaces stage-bottlenecks visually. |
| Deal Pipeline vs Repeat Ecom Orders | Protect revenue | Merchant rule | Repeat customers on ecom side = open expansion opportunities. If HubSpot deals aren’t tracking them, sales team is missing the signal. |
| Deal Win Rate (30d) | Run operations | Merchant rule | % of closed deals that were won. Below 20% = either deal-qualification problem OR pipeline noise from unqualified leads. |
| Deals Closing This Month | Run operations | Watch only | Deals Closing This Month from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Deals Stuck >30d in Current Stage | Grow revenue | Merchant rule | Deals with hs_lastmodifieddate >30d ago = stalled revenue. Either close or kill. |
| Email-Attributed Commerce Revenue | Protect revenue | Watch only | Email-Attributed Commerce Revenue from HubSpot, grouped under Cross-Channel: Revenue at Risk. Computes when a live HubSpot integration is connected; reconciles ecommerce |
| Hard Bounce Spike on Email Send | Protect revenue | Merchant rule | HubSpot suspends sends when bounces sustained - escalate to list cleanup. |
| Lifecycle Stage vs Ecom Revenue | Protect revenue | Merchant rule | Reveals lifecycle mis-classification - customers stuck at MQL despite paid orders, or ‘customers’ with no actual revenue. |
| MQL → Paid Customer Funnel | Protect revenue | Merchant rule | Full MQL → SQL → opportunity → customer (with first ecom purchase) funnel. Drops anywhere expose where the GTM funnel is leaking. |
| MQL → SQL Conversion Rate (30d) | Grow revenue | Merchant rule | % of marketing-qualified leads advanced to sales-qualified within 30 days. Low = MQL scoring too generous OR sales team not actioning. |
| Marketing Emails Sent | Grow revenue | Watch only | Marketing Emails Sent from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Open Deal Pipeline Value | Run operations | Watch only | Sum of amount across all open deals. Top-level CRM health metric - drives forecast. |
| Pipeline Drop Alert | Run operations | Watch only | Pipeline Drop Alert from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Pipeline-vs-Realised Revenue Gap | Grow revenue | Watch only | Pipeline-vs-Realised Revenue Gap from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot dat |
| SQL → Customer Conversion Rate (30d) | Grow revenue | Merchant rule | % of sales-qualified leads converted to customer. Cleanest sales-side performance signal. |
| Top Customers Without HubSpot Contact | Run operations | Watch only | Top Customers Without HubSpot Contact from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpo |
| Total Contacts | Run operations | Watch only | Total Contacts from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Workflow Error Spike | Control risk and change | Watch only | Workflow Error Spike from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Workflow Stopped Enrolling (>24h) | Run operations | Merchant rule | Alerts for Workflow Stopped Enrolling (>24h). |
| Workflow-Triggered Commerce Revenue | Grow revenue | Watch only | Workflow-Triggered Commerce Revenue from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubS |
| Workflows Blocked / Stale | Grow revenue | Merchant rule | Enabled workflows with last_enrolled_at >24h ago = trigger criteria broken or contact-property rename. Investigate before next campaign goes out. |
| Workflows With Errors | Control risk and change | Watch only | Workflows With Errors from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Active Subscribers (Est.) | Run operations | Watch only | Estimated subscribed, reachable contacts. |
| Active Workflows | Run operations | Watch only | Active Workflows from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Average Deal Cycle (days) | Run operations | Watch only | Average Deal Cycle (days) from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Bounce Rate | Protect revenue | Alert band 2 / 5 | Share of sends that bounced. Rising bounces hurt sender reputation. |
| Campaign Status Breakdown | Grow revenue | Watch only | Campaigns grouped by status (sent, draft, scheduled). |
| Checkout-to-Order Rate | Grow revenue | Watch only | Share of started checkouts that became paid orders. |
| Checkouts Started | Customer experience | Watch only | Checkouts begun from email clicks, where the platform reports it. |
| Click-to-Open Rate | Grow revenue | Alert band 10 / 3 | Clicks as a share of opens, engagement quality independent of open-rate inflation. |
| Companies | Run operations | Watch only | Companies from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Conversion Rate | Grow revenue | Watch only | Orders as a share of emails sent. Ties send volume to revenue. |
| Deals Closing in Next 14 Days | Run operations | Watch only | Deals Closing in Next 14 Days from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Delivery Rate | Protect revenue | Alert band 98 / 95 | Share of sends accepted by the inbox provider. Below 95% needs attention. |
| Email Click Rate | Grow revenue | Alert band 3 / 1 | Share of delivered emails that earned a click. The clearest engagement signal. |
| Email Deliverability Drop | Protect revenue | Alert band 0 / -5 | Email Deliverability Drop from HubSpot, grouped under Nerve Centre. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Email Health KPIs | Protect revenue | Watch only | Delivered, bounced and unsubscribed at a glance, your deliverability vitals. |
| Email Open Rate | Run operations | Alert band 25 / 15 | Share of delivered emails opened. iOS Mail Privacy inflates this, pair with click-to-open for a truer read. |
| Email Send Volume (trend) | Grow revenue | Watch only | Email Send Volume (trend) from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Email Unsubscribe Rate | Grow revenue | Alert band 0.5 / 2 | Email Unsubscribe Rate from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Engagement Funnel | Grow revenue | Watch only | Sent to delivered to opened to clicked, showing where engagement drops off. |
| Flow Count Summary | Run operations | Watch only | How many automations exist on the account. |
| Flow Status Breakdown | Run operations | Watch only | Automations split by status (live, draft, paused). |
| Flow Trigger Types | Run operations | Watch only | Automations grouped by what triggers them. |
| Flows List | Run operations | Watch only | Every automation and its current status. |
| Form Submissions (30D) | Run operations | Watch only | Form Submissions (30D) from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Lead → MQL Conversion % | Grow revenue | Watch only | Lead → MQL Conversion % from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| List Count | Grow revenue | Watch only | Number of audiences on the account. |
| List Health Summary | Run operations | Watch only | Total reachable members across all lists. |
| Lists Overview | Grow revenue | Watch only | Every audience with its member count. |
| MQLs (Marketing Qualified Leads) | Grow revenue | Watch only | MQLs (Marketing Qualified Leads) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSp |
| MQLs Not Advanced After 60d | Grow revenue | Merchant rule | MQLs that hit the stage >60d ago but never advanced = cold leads. Re-engagement candidates or pipeline removal. |
| New Contacts (period) | Run operations | Watch only | New Contacts (period) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Placed Orders Total | Run operations | Watch only | Orders attributed to email in the window. |
| Predictive Contact Score Distribution | Run operations | Watch only | Predictive Contact Score Distribution from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce against |
| Refund Rate | Protect revenue | Watch only | Share of attributed orders later refunded. |
| Revenue per Recipient | Grow revenue | Watch only | Revenue divided by emails sent. What each address is worth per send. |
| Revenue per Send | Grow revenue | Watch only | Revenue divided by emails sent, the efficiency of each send. |
| SQLs (Sales Qualified Leads) | Run operations | Watch only | SQLs (Sales Qualified Leads) from HubSpot, grouped under Customer Lifecycle. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot d |
| Segments Overview | Run operations | Watch only | Saved segments and their sizes. |
| Spam Complaint Rate | Protect revenue | Merchant rule | Spam complaints per send. Above 0.1% puts deliverability at risk. |
| Top 10 Deals by Amount | Run operations | Watch only | Top 10 Deals by Amount from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Top Companies by Deal Value | Run operations | Watch only | Top Companies by Deal Value from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Top Emails by Clicks (90D) | Grow revenue | Watch only | Top Emails by Clicks (90D) from HubSpot, grouped under Email & Marketing. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data |
| Top Forms by Submission Volume | Run operations | Watch only | Top Forms by Submission Volume from HubSpot, grouped under CRM Pipeline. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data. |
| Top Lists by Name | Grow revenue | Watch only | Largest audiences by member count. |
| Top Workflows by Enrolments | Run operations | Watch only | Top Workflows by Enrolments from HubSpot, grouped under Email Automation. Computes when a live HubSpot integration is connected; reconciles ecommerce against HubSpot data |
| Total Revenue | Grow revenue | Watch only | Placed-order revenue attributed to email sends. The hero number. |
| Total Sends | Grow revenue | Watch only | Total emails sent across campaigns in the window. |
| Unsubscribe Rate | Protect revenue | Alert band 0.3 / 1 | Unsubscribes per send. A spike signals list fatigue or off-target content. |
| Workflow Enrollments (30d) | Run operations | Watch only | Top workflows ranked by 30d enrollment count. Quick health check on automation activity. |
Audit risks and opportunities
A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable.| Check | Severity | Outcome | Why it matters | Fix status |
|---|---|---|---|---|
| Spam complaint rate > 0.1% | critical | Protect revenue | Spam complaints are the fastest way to damage sender reputation with mailbox providers; a rate this high can get future campaigns throttled or routed to spam even for recipients who never co | Report only |
| Abandoned-cart flow not live | high | Protect revenue | Abandoned-cart recovery is usually the single highest-ROI automation in email: high-intent shoppers who nearly bought are contacted at exactly the right moment. Without it they are never con | Candidate remediation |
| Bounce rate > 5% | high | Protect revenue | More than 1 in 20 emails is bouncing. Beyond the immediate lost reach, mailbox providers watch bounce rate as a sender-reputation signal, and a rate this high risks future emails, even to go | Report only |
| Delivery rate < 95% | high | Protect revenue | More than 1 in 20 emails is not reaching an inbox at all, whether blocked, bounced, or filtered. Every campaign, promotion or transactional email built on this list is reaching a materially | Report only |
| Welcome flow not live | medium | Grow revenue | New subscribers are at their most engaged in their first days; without a live welcome flow that window closes unconverted. | Candidate remediation |
| Limited segmentation , fewer than 3 segments | low | Protect revenue | With fewer than 3 segments, campaigns are almost certainly going to the entire list every time, new customers and loyal repeat buyers, engaged subscribers and people who have not opened an e | Report only |
| Too many draft flows (> 3) , launch tech debt | low | Grow revenue | More than 3 automation flows are built but never turned on. Each one represents planned revenue, welcome series, replenishment reminders, win-back campaigns, that is sitting unused; the work | Candidate remediation |
Build your own automated fixes
7 checks report findings on HubSpot today. Turn any finding into an automated fix with a Vortex IQ workflow: 13,885 read and write operations across 229 connectors are available as building blocks, with approval, verification and rollback on every change.Automate approved work
Vortex IQ is integrated with 97 read and 327 write operations across crmobjects, crmobjectassociations, crmobjectassociationdefaults, cmblogauthors, cmblogposts, cmblogtags on HubSpot. Combine them with anything from the 13,885 operations across 229 connectors to automate the work in your own words. Changes follow the merchant’s configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system.Proven workflow templates (16)
| Workflow | For | Also available on | Tested alongside | What it does |
|---|---|---|---|---|
| Back-in-stock Opportunity Queue | CRM / lifecycle marketing manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI | identifies high-intent customers and prepares consent-safe notifications. |
| Campaign Preflight Gate | CRM / lifecycle marketing manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI | validates segment, exclusions, consent, links, stock, offer dates and tracking before send approval. |
| Deliverability and List Health Guard | CRM / lifecycle marketing manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI | monitors bounce, complaint, suppression and engagement shifts with safe remediation advice. |
| Flow Performance Decay Watch | CRM / lifecycle marketing manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI | detects lifecycle automations whose engagement or revenue has materially deteriorated. |
| Frequency Pressure Guard | CRM / lifecycle marketing manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI | identifies over-contacted customers across campaigns and flows. |
| Segment Drift Monitor | CRM / lifecycle marketing manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI | flags unexpected audience growth/shrinkage or overlap before it damages sends. |
| Order Issue Triage | Customer service manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, Jira Cloud, Microsoft Teams | enriches tickets with order, payment and fulfilment context and assigns the right queue. |
| Proactive Delay List | Customer service manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, Jira Cloud, Microsoft Teams | prepares, but does not send, customer communications for affected orders. |
| Brief Approval Router | Content manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI, Anthropic, Gemini | sends briefs to the correct legal, SEO, product and brand approvers based on content type. |
| Brief-to-Draft Pipeline | Content manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI, Anthropic, Gemini | produces evidence-backed article drafts with sources, brand rules and approval status. |
| Campaign Asset Repurposer | Content manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI, Anthropic, Gemini | turns an approved core message into channel-specific drafts without auto-publishing. |
| Content Calendar Builder | Content manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI, Anthropic, Gemini | creates a channel-ready editorial calendar from launches, seasonality and search demand. |
| Content Freshness Watch | Content manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI, Anthropic, Gemini | finds decaying or outdated pages, explains why they matter and opens refresh tasks. |
| Editorial QA Gate | Content manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI, Anthropic, Gemini | checks links, claims, tone, formatting, metadata and calls to action before approval. |
| Evergreen Refresh Queue | Content manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI, Anthropic, Gemini | schedules evidence and date checks for high-value guides. |
| Launch Story Pack | Content manager | Klaviyo, Dotdigital, Mailchimp, SendGrid, Iterable, Drip (API), Constant Contact, ConvertKit (API) | BigCommerce, Shopify, OpenAI, Anthropic, Gemini | creates coordinated blog, email and social drafts from verified product information. |
Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.