HubSpot Documentation
The HubSpot integration with EverythingData allows businesses to seamlessly connect their marketing, sales, and customer data directly to Looker Studio for advanced reporting and analysis. With this integration, you can visualize HubSpot data alongside other data sources, enabling comprehensive insights and data-driven decisions. This integration supports real-time updates, multiple datasets, and customizable metrics for a tailored analytics experience.
Key Features
- Unified Data Access: Combine HubSpot data with other platforms to create holistic dashboards.
- Custom Metrics: Select and configure key performance indicators (KPIs) specific to your business.
- Real-Time Data: Ensure up-to-date analytics with frequent data synchronization.
- Cross-Functional Analysis: Track marketing campaigns, sales pipelines, and customer touchpoints all in one place.
- User-Friendly Interface: Simplified integration process for quick and hassle-free setup.
Steps to Connect HubSpot with EverythingData
Step 1: Log in to EverythingData
- Visit EverythingData’s website and log in to your account.
- If you’re new to EverythingData, sign up and follow the onboarding steps.
Step 2: Navigate to the Connections Section
- Access the Connections tab on the EverythingData dashboard.
- Click on Add Data Source to see a list of available platforms.
Step 3: Select HubSpot as the Data Source
- From the list of platforms, choose HubSpot.
- This will open a prompt for connecting your HubSpot account.
Step 4: Authenticate with HubSpot
- Log in to your HubSpot account using your credentials.
- Grant EverythingData the necessary permissions to access your HubSpot data. These permissions include access to Contacts, Deals, Marketing, and other modules based on your requirements.
- Confirm the connection, and the HubSpot data source will be added to your EverythingData dashboard.
Step 5: Configure Your Data
- After connecting HubSpot, configure the datasets you want to use. Select from:
- Contacts
- Deals
- Marketing Emails
- Campaigns
- Website Analytics
- Customize your data selection by applying filters and choosing specific metrics and dimensions.
Step 6: Add HubSpot Data to Looker Studio
- Open Looker Studio and log in.
- Create a New Report or open an existing report.
- Click Add Data, then search for and select the EverythingData Connector.
- Choose your HubSpot data source from the EverythingData dashboard.
- Select the fields and metrics you’d like to use in your report.
Step 7: Design and Share Your Report
- Use Looker Studio’s drag-and-drop editor to design your report.
- Add charts, tables, and filters to present your HubSpot data visually.
- Save and share the report with your team or stakeholders.
Supported Metrics and Dimensions
Metrics
- Total Contacts
- Deal Value
- Marketing Email Opens
- Campaign Click-Through Rates (CTR)
- Website Traffic from HubSpot Campaigns
Dimensions
- Contact Source
- Deal Stage
- Marketing Campaign Name
- Email Subject Lines
- Web Page Titles
Frequently Asked Questions
Q: Can I connect multiple HubSpot accounts?
A: Yes, EverythingData allows you to integrate multiple HubSpot accounts. Each account will appear as a separate data source in the Connections tab.
Q: How often is HubSpot data updated?
A: Data refreshes depend on your subscription plan. Most users experience hourly updates, while premium plans offer real-time synchronization.
Q: Are there any data limits?
A: EverythingData supports extensive datasets. However, performance may vary depending on the volume of data and your Looker Studio setup.
Troubleshooting
- Authentication Issues: Ensure your HubSpot account has the necessary permissions enabled and that your login credentials are correct.
- Data Sync Delays: Check your subscription plan to confirm your data refresh frequency. For faster updates, consider upgrading your plan.
- Missing Metrics: Verify that the selected HubSpot modules (e.g., Contacts, Deals) are active and contain data.
Support
For further assistance, contact EverythingData support at support@everythingdata.io.
