One day, an enterprising operations pro was sent on a quest to solve three riddles for their band of adventures:
How do we improve our marketing campaign performance?
How is our pipeline, and what can we do to improve it?
What are our biggest sources of customer churn, and how do we increase retention?
Alas, the people told them, "You can't answer those questions! You'll have to cross the chasm of extract-load-transform (ETL) tools, climb Mount Data Warehouse, and slay the Data Analysis dragon. It's an impossible task, and also we don't have the budget for that."
But lo! The operations pro found a magical tool called Wallabi that could help them cross chasms, climb mountains, and slay dragons. All they needed was a HubSpot integration.
This is their story.
What HubSpot data can I analyze with Wallabi?
Wallabi will automatically pull marketing email, email event, deal, pipeline, contact, and company from HubSpot Marketing Hub and Sales Hub. If you need support for additional objects, contact our team.
Wallabi will automatically generate insights related to the following:
Lead Nurture Effectiveness & Conversion Analysis - Understand how marketing emails and email engagement (e.g., opens, clicks, replies) influence the progression of leads through the sales pipeline.
Pipeline Velocity and Deal Attribution - Track how deals move through the pipeline and determine which marketing and sales efforts are contributing to faster deal closures.
Customer Segmentation - Segment customers to understand patterns in high-value deals and optimize future marketing and sales strategies.
And much more!
What do I need before connecting to HubSpot?
You will need Google Chrome, the Wallabi for Chrome browser extension, and a Google or Microsoft oAuth email address. For more details on getting started with Wallabi, see here.
How do I connect to HubSpot?
From your insight feed, select the hamburger menu in the top left corner, then select "Data" to navigate to your Data Management tab.
Select "Add data" at the bottom of your list of data sources, then select the data source you want to connect.
Be not afraid! Wallabi uses a third-party vendor called Fivetran to manage the extraction and loading of data into the Wallabi analytical cloud data warehouse. You are not charged for these costs. For additional details on the Fivetran integration, see their HubSpot documentation or security policies.
Select "Continue" to proceed.
Optional: You may select a custom historical time sync frame, or sync all historical data. For most customers, we recommend syncing all historical data. Click "Authorize" to continue.
Select the checkbox to indicate you understand the Fivetran terms and privacy policies. See here for Wallabi's terms and privacy policies. Click "Connect app" to continue.
Once authentication has been successful, you will be redirected to this screen. Select "Save & Test" to continue.
And that's it! Wallabi has started extracting, cleaning, and modeling your data for analysis. This can take anywhere from a few minutes to several hours depending on the source system and your data volume. Sit back and grab a cup of coffee. Wallabi will alert you when you can start asking questions.
Why am I seeing things related to Fivetran when I connect my data? Who is that?
Wallabi uses a third-party vendor called Fivetran to manage the extraction and loading of data into the Wallabi analytical cloud data warehouse. You are not charged for these costs. For additional details on the Fivetran integration, see their HubSpot documentation or security policies.
Why does it take so long for Wallabi to gather my data?
Source systems like HubSpot, Salesforce, and others impose rate limits on their APIs. Depending on the volume of your data, this can significantly impact the speed at which Wallabi can move data.
What HubSpot permissions do I need to connect to Wallabi?
To connect Wallabi to HubSpot, you need a HubSpot account with Super Admin access.
What HubSpot plan do I need to connect to Wallabi?
Any HubSpot plan will do.
What permissions do I need to grant for the integration to work?
Wallabi requires read access to contacts, companies, deals, marketing events, and more for features like attribution modeling and campaign analysis. A detailed list of required permissions will appear during the setup.
How often does the data sync between HubSpot and Wallabi?
Data is synced every 6 hours by default.
What happens to my data after my trial period has expired or I stop using Wallabi?
Wallabi will pause all syncs from the source system but retain any historical data already moved. You may continue to ask questions, but be aware that insights will likely not reflect the reality of your business until you subscribe and Wallabi updates your data.
The Wallabi team manually purges old customer data from our databases regularly. If you would like to expedite this process or have other questions/concerns, please contact support@wallabi.ai.