Overview: Query Builder for HubSpot CRM (Company Properties)
With the Query Builder for HubSpot CRM (Company Properties), you can use Custom Company Properties and a combination of metrics, dimensions, and filters to create Custom Metrics in Databox.
How to access the Query Builder for HubSpot CRM (Company Properties)
Navigate to Metrics > Query Builder to access the Query Builder for HubSpot CRM (Company Properties). Click the green + Create Custom Metric button and select your connected HubSpot CRM Account from the Data Source drop-down list. Select the Companies radio button.
Query Builder is available on the Professional and Performer plans. Request a trial of Query Builder by following
How to use the Query Builder for HubSpot CRM (Company Properties)
Pro Tip: Add the word "by" in between the Metric and Dimension in order to determine an appropriate Custom Metric Name. From the Metric and Dimension examples outlined above, we could create the Custom Metric "Count of Companies by Lifecycle Stage."
Date Field: The Date Field determines which Companies will be included in the Custom Metric. For example, if "Close Date" is selected, any Company Property closed during the specified Date Range(s) will be included in the Custom Metric. If a custom Date Field is selected, any Company Property that matches the selected criteria during the specified Date Range(s) will be included in the Custom Metric.
Pro Tip : If you don't know which Filters to put in place for your use case, use the Dimension + Data Preview to troubleshoot and get more insight into the data that is returned from your HubSpot Account for each field. Learn more here.
How to create a Custom HubSpot CRM Metric [Example]
In this example, we'll create a Custom Metric to report on New Companies by Lead Status from the USA.
How to add a Custom HubSpot CRM Metric to a Databoard
Learn how to add a Custom Metric to a Databoard here.
- Which fields a Custom Company Property is available in is dependent on the type of property that's set in HubSpot. Numerical properties (i.e., store values) can be used in the Metric field. Checkboxes, Yes/ No Answers, Dropdowns, or other String properties can be used in the Dimension field or in the Filter. Date properties can be used in the Date Field.
- Custom Company Property type 'File Upload' is not supported in this Query Builder.