Quickstart stack

A B2B demand generation stack: the CRM at the center

In B2B the CRM is the center of the stack, not the warehouse. HubSpot captures and nurtures leads, Salesforce owns the pipeline, and closed deals go back to the ad platforms as conversions.

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9 tools · 11 connections

Scroll sideways to see the whole stack. Arrows show the direction data moves. Every connection is listed by name below.

What it is for

A common shape for B2B companies where marketing adopted HubSpot and sales runs Salesforce. Leads become MQLs in HubSpot, sync to Salesforce, and the pipeline data flows to a warehouse for reporting and audience building.

It keeps both a marketing platform and a CRM on purpose. The Stack Audit flags HubSpot and Salesforce Sales Cloud as overlapping, because both can hold contacts and run the funnel. Whether that overlap is worth paying for is a real decision in most B2B stacks.

Why each tool is here

OneTrust Consent Management

Consent management. It records what each visitor agreed to and passes that state on, so the tools downstream only collect and use what they are allowed to.
Google Tag Manager Tag Management

Tag management. Sends pageviews to GA4 and form submissions to HubSpot.
Twilio SendGrid Email Delivery

Email delivery for HubSpot transactional sends.
HubSpot Marketing Automation

Marketing automation. Captures leads, nurtures them, and passes MQLs to Salesforce.
Google Analytics 4 Analytics & BI

Web analytics, exported daily to the warehouse.
Salesforce Sales Cloud CRM

The CRM and the pipeline. Leads from HubSpot and LinkedIn land here, and closed deals go to Google Ads as offline conversions.
BigQuery Data Warehouse

The warehouse. CRM data and web behavior meet here, and ad audiences are built here.
LinkedIn Ads Advertising

Paid social for B2B. Receives Matched Audiences and returns Lead Gen Form leads to Salesforce.
Google Ads Advertising

Paid search. Receives Customer Match audiences and offline conversions.

How data flows

Tag Manager sends pageviews to GA4 and form submissions to HubSpot. HubSpot sends transactional email through SendGrid and syncs MQLs to Salesforce every 15 minutes.

Salesforce replicates to BigQuery hourly and GA4 exports daily. BigQuery sends audiences to LinkedIn Ads and Google Ads daily. LinkedIn Lead Gen Form leads go straight to Salesforce, and Salesforce reports closed deals to Google Ads, so bidding learns from revenue instead of form fills.

Every connection

OneTrust to Google Tag Manager Consent signal · Real time, on each event
Google Tag Manager to Google Analytics 4 Tagged pageviews · Streaming, continuously
Google Tag Manager to HubSpot Form submissions · Real time, on each event
HubSpot to Twilio SendGrid Transactional sends · Real time, on each event
HubSpot to Salesforce Sales Cloud MQL sync · Batch, every 15 minutes
Salesforce Sales Cloud to BigQuery CRM replication · Batch, hourly
Google Analytics 4 to BigQuery BigQuery Export · Batch, daily
BigQuery to LinkedIn Ads Matched Audiences · Batch, daily
BigQuery to Google Ads Customer Match · Batch, daily
LinkedIn Ads to Salesforce Sales Cloud Lead Gen Form leads · Batch, hourly
Salesforce Sales Cloud to Google Ads Offline conversions · Batch, daily

When this is the wrong choice

You sell to consumers. The pipeline objects, MQL handoff and LinkedIn are B2B shapes; look at Ecommerce & Retention.
One platform runs both marketing and sales for you. Then the HubSpot to Salesforce sync is a cost you do not have; remove one.

Try this: Open it and run the Stack Audit: HubSpot and Salesforce Sales Cloud should come back as overlapping.

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