HOW TO
Metric Builder is available on the Professional and higher plans. Request a trial of Metric Builder by following these steps.
How to access Custom Contact Properties
Custom Contact Properties are accessible using the Metric Builder for HubSpot Marketing (Contact Properties). Learn more here.
How to access Custom Company Properties
You can use Basic and Custom Metrics to report on Custom Company Properties from your HubSpot CRM portal.
IN THIS SECTION
- How to access Basic Custom Company Properties Metrics
- How to access Custom Company Properties Custom Metrics
How to access Basic Custom Company Properties Metrics
Only 1 Custom Company Property can be set for an individual HubSpot CRM Data Source.
Please contact our Support Team at help@databox.com to select the Custom Company Property for your Data Source.
Once that's set, you can use the HubSpot CRM Basic Metric Companies by Custom Field to access this data.
How to access Custom Company Properties Custom Metrics
If there are multiple Custom Company Properties that you want to report on in Databox, use the Metric Builder for HubSpot CRM (Company Properties) to create Custom Metrics. Learn more here.
How to access Custom Deal Properties
Custom Deal Properties are accessible using the Metric Builder for HubSpot CRM (Deals). Learn more here.