Hubspot

You are here:
Estimated reading time: 10 min

Manage your pipeline and speed up your sales team with this CRM. HubSpot CRM makes it easy to organize, track, and grow your sales pipeline.

HubSpot CRM automatically logs emails with your contacts. It helps sales teams navigate and chart opportunities by tracking email conversations, contacts, companies, deals, and tasks — all in one seamless package.

In this article, you’ll find the answers to the following questions:

Creating an Integration

From your Slemma account, head over to the Library page and click the plus button at the bottom right. Select Integration from the submenu.

In the following page, you can find Hubspot with one of the following ways:

  1. Scroll down and select Hubspot from the list of Integrations.
  2. Use search to find Hubspot from the list of Integrations.
  3. Choose Hubspot using All dropdown list > CRM.

You’ll see the Integration settings dialog window. You can select the frequency for the automatic updates on the DATA REFRESH tab, or set weeks settings on the ADVANCED tab.

Click OK.

In the next window, enter the email address and password to log into your Hubspot account (if you’ve already logged into your account, you’ll miss this step).

 

We’ll need your permission to access your account. If you agree to the terms, select Authorize. If you’d like to turn back without completing the integration, simply click Cancel.

After authorization, the integration will be created and it will appear in your account in the list of objects. Now you are able to share the integration with either individuals or the entire Team, rename or remove the integration. To view the options available for the integration, right click it in the list.

Creating a Dataset

A dataset is a collection of data in a tabular format that is created on one of the possible data sources. The datasets can be used to create dashboards or individual charts.

To create a dataset, click your Hubspot integration in the list and select Browse datasets. From the following page, select which data you want to add to use in your charts.

NOTE: Cloud Service Integrations have prebuilt data sets that are not editable.

Click dataset’s name for a description of each dataset.

Contacts

This data source contains information about your contacts such as count by lifecycle stage and all your custom fields.

Dimensions

  1. Name – The full name of the contact
  2. Email – Email address of the contact
  3. Lifecycle stage – The qualification of contacts to sales readiness. It can be set through imports, forms, workflows, and manually on a per contact basis.
  4. Company name – The name of the company for this contact
  5. Number of Employees – The total number of employees who work for the company for this contact
  6. Original Source – The first known source through which a contact found your website. Source is automatically set by HubSpot.
  7. Country – The contact’s country of residence.
  8. City – A contact’s city of residence
  9. State/Region – The contact’s state of residence.
  10. Became a Customer Date – The date when a contact’s lifecycle stage changed to Customer. This is automatically set by HubSpot for each contact.
  11. Became a Lead Date – The date when a contact’s lifecycle stage changed to Lead. This is automatically set by HubSpot for each contact.
  12. Became a Marketing Qualified Lead Date – The date when a contact’s lifecycle stage changed to MQL. This is automatically set by HubSpot for each contact.
  13. Became a Sales Qualified Lead Date – The date when a contact’s lifecycle stage changed to SQL. This is automatically set by HubSpot for each contact.
  14. Became a Subscriber Date – The date when a contact’s lifecycle stage changed to Subscriber. This is automatically set by HubSpot for each contact.
  15. Became an Evangelist Date – The date when a contact’s lifecycle stage changed to Evangelist. This is automatically set by HubSpot for each contact.
  16. Became an Opportunity Date – The date when a contact’s lifecycle stage changed to Opportunity. This is automatically set by HubSpot for each contact.
  17. Became an Other Lifecycle Date – The date when a contact’s lifecycle stage changed to Other. This is automatically set by HubSpot for each contact.
  18. Close Date – The date that a contact became a customer. This property is set automatically by HubSpot when a deal or opportunity is marked as closed-won. It can also be set manually or programmatically.
  19. Create Date – The date that a contact entered the system
  20. HubSpot Owner – The owner of a contact. This can be any HubSpot user or Salesforce integration user, and can be set manually or via Workflows.
  21. Last Activity Date – The last time a note, call, email, meeting, or task was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.
  22. Last Contacted – The last time a call, email, or meeting was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.
  23. Lead Status – The contact’s sales, prospecting or outreach status
  24. Next Activity Date – The date of the next upcoming activity for a contact. This is set automatically by HubSpot based on user actions in the contact record.

+ your Custom Dimensions

Measures

  1. Total Revenue – The sum from all closed won deal revenue associated with a contact. This is automatically set by HubSpot and can be used for segmentation and reporting.
  2. Number of times contacted – The number of times a call, email, or meeting was logged for a contact. This is set automatically by HubSpot based on user actions in the contact record.
  3. Annual Revenue – Annual company revenue
  4. Associated Deals – The number of deals associated with this contact. This is set automatically by HubSpot.
  5. Days To Close – The days that elapsed from when a contact was created until they closed as a customer. This is set automatically by HubSpot and can be used for segmentation and reporting.
  6. Number of Sales Activities – The number of sales activities for a contact. This is set automatically by HubSpot based on user actions in the contact record.
  7. Recent Deal Amount – The amount of the last closed won deal associated with a contact. This is set automatically by HubSpot based on information from the Deals object.
  8. Follower Count – The number of Twitter followers a contact has
  9. Klout Score – A contact’s Klout score, a measure of Internet influence
  10. LinkedIn Connections – How many LinkedIn connections they have
  11. Number of Contacts – Number of Contacts

+ your Custom Measures

Templates

Instead of starting from scratch when building a chart, you can use a pre-built visualization. Simply click one of the templates from the list and it will be added to the dashboard filled with your data. You can then edit and customize this template like a usual chart created by you.

The following templates available for this dataset:

  • Average Sales Cycle Length by Contact Source (Days)
  • Contacts Lifecycle Stage Breakout by Source
  • Leads Pipeline
  • Number of Contacts Created over the last 12 months

Tasks

This data source contains information about your Tasks.

Dimensions

  1. Created – The date the task was created
  2. Active – Is the task active?
  3. Owner – The owner of the task
  4. Status – Status of the task
  5. Type – Type of the task
  6. Priority – Priority of the task
  7. Is All Day – Is this an all day task?
  8. Title – The title of the task
  9. Due Date – The expected due date of the task

Measures

  1. Number of tasks

Companies

This data source contains information about companies such as associated revenue from closed deals and who is their Hubspot owner.

Dimensions

  1. Name – The name of the company or organization
  2. City – The city in which the company or organization is located
  3. Close Date – The date the company or organization was closed as a customer
  4. Company Domain Name – The domain name of the company or organization
  5. Country – The country in which the company or organization is located
  6. Create Date – The date the company or organization was added to the database
  7. First Contact Create Date – The date that the first contact from this company entered the system, which could pre-date the company’s create date
  8. First Deal Created Date – The date the first deal for this contact was created
  9. HubSpot Owner – The owner of the company
  10. Last Activity Date – The last time a note, call, meeting, or task was logged for a company. This is set automatically by HubSpot based on user actions in the company record.
  11. Last Contacted – The last timestamp when a call, email or meeting was logged for this company
  12. Lead Status – The company’s sales, prospecting or outreach status
  13. Lifecycle Stage – The most advanced lifecycle stage across all contacts associated with this company or organization
  14. Next Activity Date – The date of the next upcoming activity for this company
  15. Recent Deal Close Date – The date that the last deal closed
  16. State/Region – The state or region in which the company or organization is located
  17. Type – The type of company or organization – prospect, partner, etc.
  18. Time First Seen – The first activity for any contact associated with this company or organization
  19. Original Source Type – Original source for the contact with the earliest activity for this company or organization
  20. Time Last Seen – Time last seen across all contacts associated with this company or organization
  21. Time of First Visit – Time of first visit across all contacts associated with this company or organization
  22. Time of Last Session – Time of last session across all contacts associated with this company or organization

+ your Custom Dimensions

Measures

  1. Annual Revenue – The company’s actual or estimated annual revenue
  2. Associated Contacts – The number of contacts associated with this company
  3. Associated Deals – The number of deals associated with this company
  4. Number of Employees – The total number of employees who work for the company or organization
  5. Recent Deal Amount – The amount of the last deal closed
  6. Total Money Raised – The total amount of money raised by the company
  7. Total Revenue – The total amount of closed won deals
  8. Facebook Fans – Number of facebook fans
  9. Twitter Followers – The number of Twitter followers of the company or organization
  10. Days to Close – The number of days between when the company was added and when they closed as a customer
  11. Number of Pageviews – Total number of page views across all contacts associated with this company or organization
  12. Number of Visits – Total number of visits across all contacts associated with this company or organization
  13. Number of Companies – Number of Companies

+ your Custom Measures

Templates

Instead of starting from scratch when building a chart, you can use a pre-built visualization. Simply click one of the templates from the list and it will be added to the dashboard filled with your data. You can then edit and customize this template like a usual chart created by you.

The following templates available for this dataset:

  • Amount of Deals Won by Source
  • Number of Companies by Country
  • Number of Companies Created over the last 12 months
  • Top 10 Companies by Number of Deals
  • Top 10 Companies by Number of Employees

Deals

This data source contains information about your deals such as potential revenue by their current stage and who is responsible for this deal.

Dimensions

  1. Deal Name – Name of the deal
  2. Close Date – The expected close date of the deal
  3. Create Date – The date the deal was created
  4. Deal Stage – The stage of the deal
  5. Deal Type – Type of the deal
  6. HubSpot Owner – The owner of the deal
  7. Last Activity Date – The last time a note, call, email, meeting, or task was logged for a deal. This is set automatically by HubSpot based on user actions in the deal record.
  8. Owner Assigned Date – The timestamp when an owner was assigned to this deal
  9. Last Modified Date – The date any property on this deal was modified
  10. Pipeline – The pipeline the deal is in. This determines which stages are options for the deal.
  11. Company – Deal Company

+ your Custom Dimensions

Measures

  1. Amount – The total amount of the deal
  2. Number of Contacts – Number of contacts associated with this deal
  3. Deal Lifetime – The total time a deal has existed in days
  4. Deals count – Deals count

+ your Custom Measures

Templates

Instead of starting from scratch when building a chart, you can use a pre-built visualization. Simply click one of the templates from the list and it will be added to the dashboard filled with your data. You can then edit and customize this template like a usual chart created by you.

The following templates available for this dataset:

  • Number of Deals Closed over the last 12 months
  • Sales Team Leaderboard by Deals Amount
  • Top 10 Deals by Amount

Deal Stages

This data source contains information about your Stages. While the Deals data source lets you analyze certain deals, this data source is focused on the performance of your Pipeline itself. An example is the average time a deal is in a certain Stage.

Dimensions

  1. Deal Name – Name of the deal
  2. Close Date – The expected close date of the deal
  3. Create Date – The date the deal was created
  4. Deal Stage – The stage of the deal
  5. Stage Change – Date the deal when was last moved to the current stage
  6. User Email – The email address of the user who moved the deal to this stage
  7. Deal Type – Type of the deal
  8. HubSpot Owner – The owner of the deal
  9. Last Activity Date – The last time a note, call, email, meeting, or task was logged for a deal. This is set automatically by HubSpot based on user actions in the deal record.
  10. Owner Assigned Date – The timestamp when an owner was assigned to this deal
  11. Last Modified Date – The date any property on this deal was modified
  12. Pipeline – The pipeline the deal is in. This determines which stages are options for the deal.

+ your Custom Dimensions

Measures

  1. Time in Stage (hours) – Total hours when the deals were in stages
  2. Time in Stage (days) – Total days when the deals were in stages
  3. Time in Stage (weeks) – Total weeks when the deals were in stages
  4. Time in Stage (months) – Total months when the deals were in stages
  5. Number of transitions – Number of transitions

+ your Custom Measures

Products

This data source contains goods or services you sell.

Dimensions

  1. Deal Name – Name of the deal
  2. Close Date – The expected close date of the deal
  3. Create Date – The date the deal was created
  4. Deal Stage – The stage of the deal
  5. Deal Type – Type of the deal
  6. HubSpot Owner – The owner of the deal
  7. Last Activity Date – The last time a note, call, email, meeting, or task was logged for a deal. This is set automatically by HubSpot based on user actions in the deal record.
  8. Owner Assigned Date – The timestamp when an owner was assigned to this deal
  9. Last Modified Date – The date any property on this deal was modified
  10. Pipeline – The pipeline the deal is in. This determines which stages are options for the deal.
  11. Company – Deal Company

+ your Custom Dimensions

Measures

  1. Amount – The total amount of the deal
  2. Number of Contacts – Number of contacts associated with this deal
  3. Deal Lifetime – The total time a deal has existed in days
  4. Deals count – Deals count
  5. Product Discount – Product Discount

+ your Custom Measures

When creating new dataset,  you can set a time period for data from your service to be uploaded and represented. Go here to learn more about selecting/changing time period for data in your dataset.

Creating a Chart

Click a dataset or integration and select Create dashboard/Create chart/Create presentation to start building a chart (please note that presentations are available starting from the Standard Plan).

From the next page, you can choose to create your own chart from scratch, or you can apply one of the templates we created.

  • If you choose to build a new chart from scratch (“Blank” option), the Chart designer will open. Go here to learn how to create a chart in the Chart designer.
  • If you choose a template, a new chart will be added to a dashboard/saved chart/presentation (depending on the way you start the chart creation).
Was this article helpful?
Dislike 0
Views: 1269