Guide: Using HubSpot Marketing with Databox

HOW TO

How to connect HubSpot Marketing to Databox

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How to connect HubSpot Marketing to Databox

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

This will open the  Authorization window, which is 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 Marketing to Databox?

When you connect a new HubSpot Marketing Data Source in Databox, 24 months worth of historical data is initially synced. 

Pro Tip: Once your HubSpot Marketing 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 Marketing data in your Databox reports. Learn more here

What time zone does HubSpot Marketing data sync in? 

HubSpot Marketing 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. 

Which HubSpot Marketing plans have API access?

HubSpot Marketing Professional and HubSpot Marketing Enterprise Accounts can connect with Databox. Learn more here

What HubSpot Marketing permissions do you need to connect to Databox?

To connect a HubSpot Marketing account in Databox, it is recommended that you have Super Admin permissions in the HubSpot portal. Learn more here

How to access pre-built HubSpot Marketing Templates

1
 Navigate to the  Templates page
2
 In the Data Source drop-down list, select HubSpot Marketing
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 Marketing data, click Use Template
5
 Select the appropriate HubSpot Marketing Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected HubSpot Marketing 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 Marketing Templates

HubSpot Marketing HubSpot Sources Report
HubSpot Marketing dashboard template provides you with insights to increase traffic, convert leads, and prove ROI.
This dashboard will help you track all stages of the inbound marketing funnel based on the source of traffic.

How to build a Databoard using HubSpot Marketing 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 Marketing Account from the Data Source drop-down list in the Datablock Library
4
 View the list of pre-built HubSpot Marketing 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 Marketing Data Source and Metric in the righthand Datablock Settings. 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 Marketing Metrics

Sessions New Contacts Sessions by Source




New MQLs Email Open Rate Submissions by Landing Page

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

How to use the Query Builders for HubSpot Marketing

The Query Builders for HubSpot Marketing allow you to create Custom Metrics based on Lifecycle Stage, Smart List, Landing Page, Blog, and Email data. 

Learn more about the Query Builder for HubSpot Marketing here

Additional Information

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Metric Considerations

  • "Smart List" Metrics (Basic and Custom): Data is only accessible from the date the Smart List was created and on. Data from before the Smart List was created does not exist. 
  • "Contact Conversation Rate by Source:" Comparison data is only available for the "Previous Period." "Same Period Last Year" comparisons are not supported for this Metric. 

Granularity Restrictions

Granularity refers to the level of detail present in a set of data. If granularity restrictions are present, the visualization options for Charts like Line Charts, Bar Charts, etc. may be affected. Learn more about Granularity here

  • "Became a [lifecycle stage]" Metrics (Became a Lead, Became a MQL, etc.): Only total Metric values are accessed from HubSpot. Therefore, daily granularity is not available for these Metrics.
  • "by Landing Page" Metrics (Submissions by Landing Page, Pageviews by Landing Page, etc.): Only total Metric values are accessed from HubSpot. Therefore, daily granularity is not available for these Metrics.

API Limitations

  • Only the first 1000 Smart Lists from your HubSpot Marketing Account are accessible via the API
  • When Contact Lifecycle Stages are updated in HubSpot, it may take up to 24 hours for the change to be reflected in HubSpot's API and in Databox
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