Guide: Using HubSpot CRM with Databox

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How to connect HubSpot CRM to Databox

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How to connect HubSpot CRM to Databox

To connect a HubSpot CRM Account in Databox, go to  Data Manager > + 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. 

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

1
 Navigate to the  Templates page
2
 In the Data Source drop-down list, select HubSpot CRM
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own HubSpot CRM data, click Use Template
5
 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

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Datablock Library icon on the lefthand side of the Designer
3
 Select the appropriate HubSpot CRM Account from the Data Source drop-down list in the Datablock Library
4
 View the list of pre-built HubSpot CRM Datablocks in the Datablock Library. Drag and drop your selected Datablock onto your Databoard    
5

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

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
8
 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
 
9
 Complete steps 4-8 until your Databoard is complete

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 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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