# Integrate HubSpot CRM with Databox HubSpot CRM is a cloud-based customer relationship management platform that helps sales teams manage contacts, track deals through their pipeline, and log engagement activities in a single place. It provides built-in reporting on deals, companies, and sales activity, giving teams visibility into pipeline health, rep performance, and revenue trends. Connecting HubSpot CRM to Databox lets you bring that data into your dashboards and reports alongside your other business tools, and build custom metrics using company properties, deal stages, and engagement types that aren't available out of the box. ## Connection ### Before you begin ### Step 1: Add a connection To connect HubSpot CRM to your Databox account for the [first time](/add-a-connection), log in using your HubSpot credentials. connect-hubspot-crm-to-databox ### Step 2: Choose account Select the HubSpot account you want to connect to Databox. ### Step 3: Review permissions and accept terms HubSpot will display the list of permissions Databox needs to access your data. Review these carefully, then accept the terms to proceed. connect-hubspot-crm-to-databox ### Step 4: Authorize the connection Click **Connect app** to grant Databox access to your HubSpot account and complete the connection. ## Metric Builder The HubSpot CRM integration allows you to create custom metrics using the metric builder, ideal for visualizing data not included in the basic metrics offered by the integration. hubspot-crm-metric-builder To create a custom metric, start by selecting a metric from the **Metric** selector. Next, customize your metric by optionally adding a dimension and applying one or more filters. The available options depend on the selected entity and data type (e.g., number, text, etc.). The entities accessible for metric creation are listed below. ### Companies Companies represent the business accounts stored in your HubSpot CRM, including any custom company properties your team has defined. You can use the Companies entity to count companies by a specific property value, measure total revenue by region or tier, or track how company attributes change over a selected date range. Custom Company Properties that are not available in the basic HubSpot CRM metrics can be accessed here. **In HubSpot CRM:** Go to the **CRM > Companies** section. ### Deals Deals track sales opportunities as they move through your pipeline stages, from creation to closed won or closed lost. Use the Deals entity to build metrics around deal counts, amounts, owners, pipelines, and stages — including custom deal properties that are not surfaced in the standard metric set. Popular use cases include tracking individual sales rep performance, filtering by pipeline, and reporting on deal stage progression. **In HubSpot CRM:** Go to the **CRM > Deals** section. ### Engagements Engagements represent logged sales activities in HubSpot CRM. When selecting the Engagements entity, you first choose an **Engagement type** from the following options: **Calls**, **Emails**, **Meetings**, **Notes**, or **Tasks**. The available metrics and filters then reflect the selected engagement type. This entity is useful for tracking sales activity volume, rep engagement patterns, call outcomes, and task completion rates over time. **In HubSpot CRM:** Go to the CRM section and open the relevant engagement type (Meetings, Notes, Calls, etc.). ## ![lock](/assets/lock.2fb1bbc208afcc03d15a0a45f22bdf7f830322016e038e5721965851130807af.419bb737.svg) Datasets The HubSpot CRM integration supports the creation of [datasets](/understanding-datasets), which allow you to structure and format your HubSpot CRM data for more flexible reporting in Databox. By organizing your data into a tabular format, datasets make it easier to filter, segment, and visualize key metrics across projects, clients, and team members. The entity relationship diagram (ERD) below illustrates how data is organized within the HubSpot CRM integration, displaying the available **views** and **columns**, as well as the relationships between them (primary and foreign keys). This diagram represents the **schema**, or structure, of the data and helps you understand the underlying data model. With this context, you can create datasets using the relevant views and columns to build custom metrics tailored to your reporting needs. ## Resources For comprehensive details on metrics, data availability, templates, specifications, usage guidelines, and other key information, refer to the resources listed below. Each HubSpot integration in Databox pulls data from a different part of the platform: - **HubSpot CRM** — deals, companies, and sales engagement activities such as calls, meetings, notes, emails, and tasks. - **HubSpot Marketing** — email campaigns, blog post and landing page performance, contact lifecycle stages, and automation workflows. - **HubSpot Service** — tickets, ticket pipelines, and service workflows. - **HubSpot Custom Objects** — user-defined record types your team has created in HubSpot Enterprise, such as Shipments, Vehicles, or Memberships, that don't fit the standard object structure. You can connect all four integrations to the same Databox account to get a unified view across your entire HubSpot data model. The metric builder pulls raw and analytics data from HubSpot's APIs. If an entity or property is missing, it is likely due to limited API support or technical implementation restrictions. If there's something you'd like to see included, feel free to [submit a request](https://roadmap.databox.com/b/metric-requests/) on our Roadmap, so we can consider it for future updates to the integration.   Ask Genie Get instant answers or help with your data using the in-app AI assistant. Talk to an expert For customers: Get help with your setup, strategy, or making the most of Databox. Book a demo New to Databox? See how it works and get guidance on getting started. Send an email Reach out to support for help with your account, data, or technical issues.