Engagement II:
FX Rate Tracker
Custom Lead Generation Tool
The Challenge
Thousands of visitors checked CXI's exchange rates daily. Many were converted, many more weren't.
The Solution
We built the CXI Foreign Exchange Rate Tracker — a custom tool that turns rate-checkers into leads. Users set their target rate, choose their notification preferences, and CXI stays top-of-mind until they're ready to buy.
How It Works
1.
Set Your Alert
Choose currency, target rate, notification frequency
2.
Manage Anytime
Edit, delete, set expiration via personalized dashboard
3.
Get Notified
Emails when target is hit or on preferred schedule
Alert Management Options
• Multiple active alerts (EUR, CAD, MXN, etc.)
• Expanded edit view with notification options
• Daily rate update
• Target rate hit alert
• Weekly summary
Under the Hood
This is where it gets interesting. The entire system runs on HubSpot.
Custom objects, calculated properties, API integrations, workflow automation
The Results
Total Users
Net New
As of February 2026
Complete attribution from Rate Tracker signup to completed transaction
Before
Visitor checks rate → leaves
No way to re-engage
Lost opportunity
After
Visitor checks rate → sets alert
Automated nurture until ready
Full-funnel attribution to purchase
