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.
Date Range: Select up to 8 Date Ranges that will be available for the Custom Metric. The Date Ranges selected are the only periods of time that data is synced for this Custom Metric.
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.