Guide: Using HubSpot CRM with Databox
如何
如何将Hubspot CRM连接到DataBoxbeplay体育appios
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如何将Hubspot CRM连接到DataBoxbeplay体育appios
To connect a HubSpot CRM Account in Databox, go toData Manager > + New connection.类型HUBSPOT CRM.在搜索栏中，单击绿色连接按钮。
This will open the授权窗口将提示您输入Hubspot登录凭据并授权DataMox应用程序。beplay体育appios
What HubSpot CRM permissions do you need to connect to Databox?
要在DataBox中连接Hubspot CRM帐户，您将需要启用销售访问beplay体育appios权限。学到更多here。
您需要使用DataBox连接Hubspot CRM的Hubspot计划吗？beplay体育appios
无论HUBSPOT计划如何，所有HUBSPOT帐户都可以与DataBox连接。beplay体育appios
但是，联系指标（例如'联系人（营销），“''”总联系人（营销）'）并未与API限制引起的Hubspot免费账户同步。将返回以下错误：
'非足够的范围：We can't get data for this specific metric because of missing scopes and/or permissions. Required is one of "cms-analytics-api-access" or "traffic-analytics-api-access". Please reconnect your data source with HubSpot account that has required permissions''.
在DataBox中使用新的Hubspot CRM数据源度量标准时，最初可用的最大历史数据的最大数量是多少？beplay体育appios
数据已同步为您的帐户中使用的指标，因此当您首先使用新的Hubspot CRM度量标准时，可用的最大历史数据量为36个月。
某些指标可能具有基于API限制可用的或多或少的历史数据。
For more information about the amount of historical data available for a specific Metric learn morehere。
Pro Tip: In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn morehere。
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您可以在DataBox中访问的历史数据量取决于您的DataBox计划。beplay体育appios学到更多here。
Hubspot CRM数据同步在哪些时区？
Hubspot CRM数据在HubSpot帐户中设置的时区中同步。例如，如果您的HUBspot帐户时区设置为EST，则HUBspot数据将与DataBox同步。beplay体育appios
如何访问预先构建的Hubspot CRM模板
Pro Tip:Once the Databoard is available on theDataboards页面,它完全从publi断开c Template. Therefore, you can further customize this Databoard to meet your specific needs using theDesigner.
热门的Hubspot CRM模板
| HUBSPOT CRM. | Weekly Sales Performance (Sales Rep View) |
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此仪表板为您提供有关交易和销售管道的洞察，以帮助您跟踪和发展管道。 |
This template helps sales reps manage and track their weekly sales activity metrics like emails, calls, and deals created. |
如何使用Hubspot CRM数据构建数据库
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Popular Use Cases
了解有关流行Hubspot CRM用例的更多信息here。
热门的Hubspot CRM指标
| 交易封闭胜利 | 销售量 | 封闭式交易排行榜 |
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| 概述概述 | New Deals Created Amount | 销售管道 |
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查看DataBox中可用的Hubspot CRM指标列表beplay体育appioshere.
如何构建数据软管
如果您的用例不可用预构建的Datablock，请单击可视化类型图标下面Metric Library图标
如何使用查询构建器来为Hubspot CRM
使用Hubspot CRM查询构建器，您可以使用指标，尺寸和过滤器的组合创建自定义Hubspot CRM指标。Hubspot CRM查询构建器的一些流行使用案例包括通过自定义交易属性跟踪单个销售代价性能和过滤。
了解有关Hubspot CRM查询生成器的更多信息here。
Additional Information
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度量考虑因素
- Due to technical limitations, the Date Range ''All Time'' will return a maximum 36 months of historical data. However, Metrics that represents total values (i.e. ''Total Contacts (Marketing)'', ''Total Revenue by Company'') will always show current total value when ''All Time'' Date Range is selected.
- 由于API限制，DataBox为参与度量提供了最多30天（或最近最近的10,000个历程）。beplay体育appios 订婚指标包括从Hubspot CRM的呼叫，会议，任务，票据和电子邮件报告的所有指标。
- All currency Metrics (e.g., "Deals Closed Won Amount," "New Deals Created Amount," etc.) are synced without the corresponding unit (currency). The unit must be set in Databox. Learn morehere。
粒度限制
- 由于API限制，不支持每小时粒度。这可能会影响DataBox中图表的可视化选项。beplay体育appios
For example, if a HubSpot CRM Metric is used on a Line or Bar Chart with ''Yesterday'' Date Range selected, hourly data won't be displayed on the Chart. However, the big number above the Chart will accurately reflect the Metric value for the selected Date Range.
了解有关粒度的更多信息here。
API Limitations
- Metrics in HubSpot accounts are reporting on data from Sunday to Saturday. There is no option to change the first day of the week within their UI. Read morehere。
In Databox, the first day of the week is set to Sunday by default. However, you are able to change it to Monday or Saturday. Learn morehere。
当在Hubspot VS DataBox中验证每周数据（例如，迄今为止的“一周”，“beplay体育appios本周”或“上周”日期范围），比较数据同时的时间（例如，星期日）很重要到星期六）。