Guide: Using HubSpot CRM with Databox


How to connect HubSpot CRM to Databox


How to connect HubSpot CRM to Databox

To connect a HubSpot CRM Account in Databox, go to  Data Sources > + New connection. Type HubSpot CRM in the search bar and click on the green Connect button. 

This will open the  Authorization window where you will be prompted to enter your HubSpot login credentials and authorize the Databox app. 

How much historical data is synced when you first connect HubSpot CRM to Databox?

When you connect a new HubSpot CRM Data Source in Databox, 12 months worth of historical data is initially synced. 

Certain Metrics may have more or less historical data available. For more information about the amount of historical data available for a specific Metric, please contact our Support Team at [email protected]

Pro Tip: Once your HubSpot CRM Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical HubSpot CRM data in your Databox reports. Learn more here

What HubSpot CRM permissions do you need to connect a HubSpot Data Source in Databox?

To connect a HubSpot CRM account in Databox, you will need Sales Access enabled. Learn more here

How to access pre-built HubSpot CRM Templates

 Navigate to Databoards > Template Library
 In the Data Source drop-down list, select HubSpot CRM
 To view a preview of the Template populated with dummy data, click Preview
 To pull the Template into your Account and re-populate it with your own HubSpot CRM data, click Use Template
 Select the appropriate HubSpot CRM Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected HubSpot CRM Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular HubSpot CRM Templates

HubSpot CRM Weekly Sales Performance (Sales Rep View)
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


Popular Use Cases

Learn more about popular HubSpot CRM use cases here.

Popular HubSpot CRM Metrics

Deals Closed Won Sales Closed Deals Leaderboard

Deals Overview New Deals Created Amount Sales Pipeline

View a full list of HubSpot CRM Metrics available in Databox here.

How to build a Databoard

 Navigate to  Databoards > + New Databoard > Start Blank
 Click on the Datablock Library icon on the lefthand side of the Designer
 Select the appropriate HubSpot CRM Account from the Data Source drop-down list in the Datablock Library
 View the list of pre-built HubSpot CRM Datablocks in the Datablock Library. Drag and drop your selected Datablock onto your Databoard    

 If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Datablock Library icon

 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
 Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
 Select the appropriate HubSpot CRM Data Source and Metric in the righthand Property Manager. This will update the Datablock and it will populate the Datablock with the corresponding data
 Complete steps 4-8 until your Databoard is complete

How to use the Query 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 CRM here

Additional Information

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