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. 

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.

If you did not have the appropriate permissions when you initially connected your HubSpot Marketing Data Source, you will need to reconnect the HubSpot Marketing Data Source once your permissions have been updated. 

Learn more here

Which HubSpot Marketing plans have API access?

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

What's the maximum amount of historical data initially available when you use a new HubSpot Marketing 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 Marketing Metric, the maximum amount of historical data available is 36 months. 

Certain Metrics may have more or less historical data available. For example, metrics that represent the total metric value (i.e. ''Landing Pages'', ''Emails Clicked by Email Title (by Create Date)'', ''Blog Subscribers'', etc.) do not have historical data available when first used. We only pull in the total current value, but we will accumulate historical data for these Metrics in Databox over time and the metric value will be shown cumulatively.  

For more information about the amount of historical data available for a specific Metric, please contact our Support Team at help@databox.com.

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 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. 

How to access pre-built HubSpot Marketing Templates

1
 Navigate to Databoards > Public Templates
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

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Popular Use Cases

Learn more about popular HubSpot Marketing use cases here.

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 build a Databoard

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Metric  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 Metric  Library
4
 View the list of pre-built HubSpot Marketing Datablocks in the Metric  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 Metric 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

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, Active 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

  • Due to technical limitations, the Date Range ''All Time'' will return a maximum of 36 months of historical data. 
  • However, Metrics that represent total values (i.e. ''Contacts'', ''Contacts by Active List'', etc.) will always show the current total value when the ''All Time'' Date Range is selected.

  • "Active List" Metrics (Basic and Custom): Data is only accessible from the date the Active List was created and on. Data from before the Active List was created does not exist. 

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 Marketing 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 Granularity here

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 more here.

    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 more here.

    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).

  • Only the first 1000 Active Lists from your HubSpot Marketing Account are accessible via the API.

  • Active List data is synced with Databox once per day. This is consistent with how Active List data is updated in the List Performance report within HubSpot. Databox is syncing Active List data from the List Performance report. 

    HubSpot performs a daily update on the  List Performance report around midnight every day. Learn more about validating data using the List Performance report here

    If contacts are added to Active Lists after the daily List Performance report update, you can see different values on the  List Performance report page in HubSpot and the List library in HubSpot. 

    When validating Active List data in Databox, you should compare Databox's data with data from the  List Performance report in your HubSpot account.

    Databox is continuously updating Active List data as soon as data is available from the HubSpot API.

    Affected Metrics are Basic ''Contacts by Active List'' Metric and all the Custom Metrics created with Query Builder for HubSpot Marketing (Active Lists)

  • 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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