Guide: Using HubSpot CRM with Databox
HOW TO
How to connect HubSpot CRM to Databox
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- How to connect HubSpot CRM to Databox
- What HubSpot CRM permissions do you need to connect to Databox?
- What HubSpot plan do you need to connect HubSpot CRM with Databox
- What’s the maximum amount of historical data initially available when you use a new HubSpot CRM Metric in Databox?
- What time zone does HubSpot CRM data sync in?
How to connect HubSpot CRM to Databox
To connect a HubSpot CRM Account in Databox, go toData Manager > + New connection.TypeHubSpot CRMin the search bar and click on the greenConnectbutton.
This will open theAuthorizationwindow where you will be prompted to enter your HubSpot login credentials and authorize the Databox app.
What HubSpot CRM permissions do you need to connect to Databox?
To connect a HubSpot CRM account in Databox, you will need Sales Access enabled. Learn morehere.
What HubSpot plan do you need to connect HubSpot CRM with Databox?
All HubSpot Accounts can be connected with Databox, regardless of the HubSpot plan.
However, Contact Metrics (e.g. ''Contacts (Marketing),'' ''Total Contacts (Marketing)'') are not synced with HubSpot Free Accounts due to API limitations. The following error will be returned:
''Insufficient scopes: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''.
What's the maximum amount of historical data initially available when you use a new HubSpot CRM Data Source Metric in Databox?
Data is synced for the Metrics that are being used in your Account, so when you first use a new HubSpot CRM Metric, the maximum amount of historical data available is 36 months.
Certain Metrics may have more or less historical data available based on the API restrictions.
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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The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn morehere.
What time zone does HubSpot CRM data sync in?
HubSpot CRM data is synced in the time zone set in the HubSpot Account. For example, if your HubSpot Account time zone is set as EST, your HubSpot data will sync with Databox in EST.
How to access pre-built HubSpot CRM Templates
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.
Popular HubSpot CRM Templates
| HubSpot CRM | Weekly Sales Performance (Sales Rep View) |
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This dashboard provides you with insights about deals and sales pipelines to help you to track and grow your pipelines. |
This template helps sales reps manage and track their weekly sales activity metrics like emails, calls, and deals created. |
How to build a Databoard using HubSpot CRM data
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Popular Use Cases
Learn more about popular HubSpot CRM use caseshere.
Popular HubSpot CRM Metrics
| Deals Closed Won | Sales | Closed Deals Leaderboard |
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| Deals Overview | New Deals Created Amount | Sales Pipeline |
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View a full list of HubSpot CRM Metrics available in Databoxhere.
How to build a Databoard
If a pre-built Datablock isn't available for your use case, click on theVisualization Typesicon under theMetric Libraryicon
如何使用什么ry Builder for HubSpot CRM
With the Query Builder for HubSpot CRM, you can create Custom HubSpot CRM Metrics using a combination of Metrics, Dimensions, and Filters. Some popular use cases for the Query Builder for HubSpot CRM include tracking individual Sales Rep performance and filtering by custom Deal Properties.
Learn more about the Query Builder for HubSpot CRMhere.
Additional Information
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Metric Considerations
- 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.
- Due to API limitation, a maximum of 30 days (or at most 10,000 recent engagements) of historical data is available in Databox for the Engagement Metrics. Engagement Metrics include all metrics that report on Calls, Meetings, Tasks, Notes, and Emails from HubSpot CRM.
- 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.
Granularity Restrictions
- Due to API limitations, hourly granularity is not supported. This may affect visualization options for Charts in Databox.
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.
Learn more about Granularityhere.
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.
When validating weekly data in HubSpot vs Databox (e.g. looking at ''Week to Date'', ''This Week'' or "Last Week'' Date Ranges), it's important to compare data for the same time period (e.g. from Sunday to Saturday).