Guide: Using HubSpot CRM
HubSpot CRM has everything you need to organize, track, and nurture your leads and customers.
Connect HubSpot CRM with Databox’s action-oriented analytics platform to generate a quick overview of sales, deals, leads and more, wherever you are.
IN THIS ARTICLE
How to connect HubSpot CRM with Databox
That's it! You have successfully connected HubSpot CRM with Databox!
How to build a HubSpot CRM databoard
You can build a HubSpot CRM databoard using one of the following methods:
- Use one of our recommended templates
- Use the Wizard tool
- Start from scratch
Follow these steps in web application:
But that's not all! Follow this link to access even more of our HubSpot CRM templates.
Creating a new blank Databoard
If you decide not to use a prebuilt template, you have the option of using the Wizard or the Designer to create a new databoard. In this article, you can read about how to create a new databoard using these methods.
Most popular HubSpot CRM metrics
|Deals Created||Deals Closed Won||Deals Closed Won Amount|
|Shows the total number of deals created in the specified date range.||Shows the total number of deals closed & won during the specified date range.||Shows the total revenue from deals closed & won during the specified date range.|
|All deals||Deals Closed Won Amount by Owner||Contacts (Marketing)|
|Shows the total number of deals for specified date range.||Shows the sum of all closed won deal revenues during specified date range by owner.||Shows the number of new contacts created during the specified date range.|
HubSpot CRM Query Builder
In order to make the HubSpot CRM connector as robust as possible, we have created the Query Builder. This allows you to access even more metrics than we offer by default and lets you add additional date ranges.
To learn more about the HubSpot CRM Query Builder, read this article.