Overview: Query Builder for HubSpot Marketing (Workflows)
How to access the Query Builder for HubSpot Marketing (Workflows)
Navigate to Metrics > Query Builder to access the Query Builder for HubSpot Marketing. Click the green + Create Custom Metric button and select your connected HubSpot Marketing Account from the Data Source drop-down list. Select the Workflows button.
Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following
How to use the Query Builder for HubSpot Marketing (Workflows)
Aggregation: Select the aggregation, which determines the buckets that the contacts are grouped into. This selection will determine how you can visualize your Custom Metric on a Chart.
How to create a Custom Workflow Metric [Example]
In this example, we'll create a Custom Metric to return the number of Contacts who completed our Onboarding Workflow.
How to add a Custom Workflow Metric to a Databoard
- Up to 36 months of historical data is accessible for "Contact Performance" Metrics using this Query Builder.