Guide: Using HubSpot Service with Databox
HOW TO
How to connect HubSpot Service to Databox
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How to connect HubSpot Service to Databox
To connect a HubSpot Service Account in Databox, go to Data Manager > + New connection. Type HubSpot Service 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 Service login credentials and authorize the Databox app.
What's the maximum amount of historical data initially available when you use a new HubSpot Service 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 Service Metric, the maximum amount of historical data available is 36 months.
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.
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The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more
here.
What time zone does HubSpot Service data sync in?
HubSpot Service data is synced in the time zone set in the HubSpot Service Account. For example, if your HubSpot Service Account time zone is set as EST, your HubSpot Service data will sync with Databox in EST.
How to access pre-built HubSpot Templates
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 Service Template
| HubSpot Service (tickets overview) | |
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HubSpot Service Template provides you with insights to your tickets, productivity, open vs. closed ticket ratio and more.
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How to build a Databoard using HubSpot Service data
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Popular HubSpot Service Metrics
| Created Tickets Metric |
Closed Tickets Metric |
Tickets Overview |
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View a full list of HubSpot Service Metrics available in Databox here.
How to build a Databoard
If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Metric Library icon
Additional Information
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Metric Considerations
- Due to technical limitations, the Date Range ''All Time'' will return a maximum 36 months of historical data.
API Limitations
- Due to an API limitation we can pull in up to 10,000 total results for the selected Date Range.
For example, if you select "This Year" and there are more than 10,000 tickets in this Date Range, data for the 10,001st ticket will not be returned in Databox. - Archived tickets (e.g. via workflows) from your HubSpot Services account will not be pulled in your Databox reports. This data is not available via API.