Overview: Query Builder for HubSpot CRM (Engagements)
With the Query Builder for HubSpot CRM (Engagements), 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 (Engagements)
Navigate to Metrics > Query Builder to access the Query Builder for HubSpot CRM (Engagements). Click the green + New Custom Metric button and select your connected HubSpot CRM Account from the Data Source drop-down list. Select the Engagements 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 (Engagements)
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 Metrics "Count of Meetings by Meeting Outcome," "Count of Calls by Caller Number," or "Count of Emails by Email Subject."
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.
Some common Filters include filtering data by ''Record ID'' or ''Created by user ID.''
How to create a Custom HubSpot CRM (Engagements) Metric [Example]
In this example, we'll create a Custom Metric to report on Count of Calls by the Call outcome as Initial Engagement.
How to add a Custom HubSpot CRM (Engagements) Metric to a Databoard
Open the selected Databoard in the Databox Designer, or create a new Databoard.
Drag and drop a blank Datablock onto the Databoard from the Visualization Library.