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Customer acquisition cost by channel

Use your HubSpot exports to calculate customer acquisition cost by channel each month. Match spend to new customers by original source, then show CAC and status.

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Someone typed

“match hubspot spend to hubspot new customers by original source each month, show cac rounded to whole dollars and status Agrees under 500, High CAC 500 or more”

The agent read it as

match HubSpot ad and marketing spend by channel and month to HubSpot new customers by channel and month by original source each month, show cac rounded to whole dollars and status Agrees under 500, High CAC 500 or more

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

File

HubSpot new customers by channel and month

CSV export · 24 rows

File

HubSpot ad and marketing spend by channel and month

CSV export · 24 rows

Step

Make spend join keys

Step 1

Step

Make customer join keys

Step 2

Join

Add matching spend

24 of 24 paired

Step

Calculate CAC and status

Step 4

Result

Monthly CAC by Source

24 rows · 9 flagged

Schedule

Runs when you say

Proposed

File
HubSpot new customers by channel and month
CSV export · 24 rows
File
HubSpot ad and marketing spend by channel and month
CSV export · 24 rows
Step
Make customer join keys
Step 2
Step
Make spend join keys
Step 1
Join
Add matching spend
24 of 24 paired
Step
Calculate CAC and status
Step 4
Result
Monthly CAC by Source
24 rows · 9 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 24 rows came out, and the join paired 24 of 24 rows.

Download HubSpot new customers by channel and month sample (24 rows)HubSpot: Reports > Custom Report Builder > Export table (grouped by Month and Original source)
Download HubSpot ad and marketing spend by channel and month sample (24 rows)HubSpot: Ads > Reports > Export (grouped by Month and Channel)

What you get back

The result of that run, the rows to look at first.

Monthly CAC by SourceSample data24 rows

15 agrees9 high CAC

Month	Original source	CAC	Status	Spend amount	New customers
2026-08	Paid Search	800	High CAC	8,800	11
2026-08	Paid Social	775	High CAC	6,200	8
2026-09	Paid Search	800	High CAC	9,600	12
2026-09	Paid Social	1,950	High CAC	7,800	4
2026-10	Paid Search	785	High CAC	10,200	13
2026-10	Paid Social	767	High CAC	6,900	9
2026-11	Paid Search	840	High CAC	8,400	10
2026-11	Paid Social	1,200	High CAC	7,200	6
2026-11	Organic Social	550	High CAC	2,200	4
2026-08	Organic Search	221	Agrees	3,100	14
2026-08	Organic Social	300	Agrees	1,800	6
2026-08	Referral	180	Agrees	900	5

24 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you calculate customer acquisition cost by channel each month?

Export ad and marketing spend by channel and month, and export new customers by channel and month from HubSpot. Match the rows by original source and month, then divide spend by new customers, rounded to whole dollars. Rows with CAC under 500 show Agrees, and rows with CAC 500 or more show High CAC.

How it works

How to use the Monthly CAC by Source workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Monthly CAC by Source: questions

Which export should you use?

Use the HubSpot export for ad and marketing spend by channel and month, and the HubSpot export for new customers by channel and month. The workflow uses the original source and month to match them.

What happens to rows that do not match?

Rows that do not find a matching spend or customer row do not join to a result row for that match. You can review the unmatched rows in the source exports and fix the labels or dates before running it again.

How do you change the CAC rules?

Change the rule text in the workflow steps. You can edit the join fields, the CAC formula, the rounding, or the status thresholds in words, then run the workflow again.