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Hubspot Overview Table
Hubspot Overview Table
Tomas Spada avatar
Written by Tomas Spada
Updated over 4 months ago

Adding Hubspot data to your Campaign Overview table will let you answer questions such as:

  • How many qualified leads is a specific Meta campaign generating?

  • How many proposals sent this month from each Google campaign?

  • How many sales from each Linkedin campaign?

  • What is the cost per funnel stage by ad campaign or by ad account?

First, you need to add Hubspot as a data source:

Your data will be updated automatically every hour and you will be able to push a real time update any time you want clicking on the "update button"

Second, you need to create a Table in Overview by Campaign, choosing the Ad Accounts:

Third, you need to add the "Amount Spent" metric to the table:

To add the Hubspot data you need to create Custom Fields:

You need to choose Type "CRM" and then Hubspot:

Metric "Count Deals" or "Sum Deal Value":

In CRM Resource you need to choose the property inside Hubspot to match the campaign name:

You need to have a Hubspot Property inside the Deals or in the associated Contacts, that match the exact name of each Ad Campaign

And optionally, you can choose the Pipeline Stage:

For example, if your pipeline is:

  1. Call Scheduled

  2. Call Completed

  3. Proposal Sent

  4. Closed Won

And, you want to track how many Deals reached "Call Completed" at some point in time, you need to choose that pipeline stage

Once you created all the custom fields:

  • Deals

  • Deals to Call Completed

  • Deals to Proposal Sent

You can use Formulas to calculate the Cost per Deal, Cost per Call Completed, etc:

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