HubSpot Data Connector User Guide

HubSpot Data Connector User Guide

HubSpot is a powerful customer relationship management and marketing automation platform that provides valuable insights into your sales, marketing, and customer service efforts. By connecting HubSpot to Power My Analytics, you can automate data collection and create comprehensive reports that showcase your HubSpot performance alongside other marketing channels. This guide will walk you through the process of adding HubSpot as a data source and creating insightful reports in Looker Studio.


Prerequisites

Before connecting HubSpot to Power My Analytics, ensure you have:
  1. A HubSpot account with Admin, Super Admin, or Owner (full access) permissions

Adding HubSpot as a Data Source

  1. Log in to your Power My Analytics hub
  2. Navigate to the Sources section from the main menu
  3. Click the + New Data Source button
  4. Locate and select HubSpot from the list of available data sources
  5. Sign in to your HubSpot account and authorize the Power My Analytics app
For more information on connecting or disconnecting Power My Analytics and HubSpot, please see How to Connect to HubSpot.

Creating a Looker Studio Report

Follow these steps to create a Looker Studio report using your HubSpot data:
  1. In the Power My Analytics hub, go to Reports > Looker Studio
  2. Select HubSpot from the list of available data sources (this will open the official Looker Studio application in a new window)
  3. Google Looker Studio Configuration:
    1. Step 1:
      1. Name your data source (e.g., "HubSpot - Your Organization Name")
      2. Choose your Power My Analytics hub from the dropdown
      3. Optional: Leave "Use report template for new reports" checked to use the PMA demo template
      4. Click Next
    2. Step 2:
      1. User Account: Select your HubSpot account (for real data) or "Sample Account" (for sample data)
      2. Click Next
    3. Step 3:
      1. Choose options for "Contact dates based on" (stage of customer lifecycle) and "Deals dates based on" for your reports
      2. Optional: Allow modification of these date settings in reports
      3. Click Connect (top right) to complete the data source configuration
    4. Step 4:
      1. Click Create Report (top right)
      2. Include “today” in your report’s date range to begin historical data storage when you first create a report
For a quick start, use our pre-built HubSpot demo template.

Key Reports and Fields

HubSpot offers a wide range of metrics and dimensions for reporting. Some popular fields include:
  • Contact Metrics: By Create Date, First Name, Last Name, Email, Mobile Phone Number, Contact Owner, Company Name, Lead Status
  • Company Metrics: By Create Date, Company Name, Contact City, Country, Lead Status
  • List Metrics: Size by List Name, List ID, List Type, Last Size Change At
  • Email Metrics: Sent, CTR, Delivered Rate, Unsubscribed Rate, Spam Report Rate, Open Device Breakdown, Open Rate, Click Rate, Bounce Rate, Hard Bounce Rate
  • Channel Metrics: Visits, Standard Views, Contacts, Customers, Breakdown by Sources
  • Landing Page Metrics: Visits, Contacts, Customers, Standard Views, View to Submission Rate, Submissions, CTA Views, CTA Clicks, CTA Rate, Entrances, Exits, Exits Per Pageview, Avg Time on Page, Bounce Rate
  • Social Metrics: Clicks by Post ID, Text, Status, Channel
  • Form Metrics: Form Views, Contact Submissions, Conversion Rate, Views, Submissions, Submissions Per Form View
  • Deal Metrics: Amount by Deal Name, Deal Stage, Recent Deal Close Date, Owner, Deal Description
  • Ticket Metrics: By Ticket Name, Pipeline, Ticket Stage, Create Date, Priority, Ticket Owner, Source
  • Custom Fields (for companies, contacts, deals, and tickets)
  • Custom Objects
For a complete list of available HubSpot fields, refer to the Schema Explorer.

Limitations and Important Considerations

  1. Backfilling: Up to 2 years for contacts, deals, companies, line_items, and tickets
    1. Lifetime fields cannot be backfilled
    2. Live data: The fields utm_campaign, utm_source, utm_medium, utm_content, utm_term, forms, forms_daily, pages, and landing_pages are live data only and cannot be backfilled
  2. Total contacts limit: Contacts can only be reported up to a limit of 200,000 contacts. If an account has more than 200,000 contacts, the contacts report will not be available.
  3. Deleted deals: Deleted deals will continue to appear in reports.
  4. Historical campaign performance data: Campaign performance metrics are lifetime totals and collected starting from when you first connect your HubSpot account as a data source. If you select a start date from before you connected your data source, this may result in an error.
  5. Total revenue by original source: Total revenue by original source reports must include the filter "Filter For Total Revenue By Original Source" in order to work properly.
  6. Setting up custom features with Professional Services: If you require a report with Return on Ad Spend (ROAS), Lead Generation, ROI, or Revenue vs. Spend, please set an appointment with our Professional Services Team and we will be happy to provide you with a quote.

Unavailable Data

  1. Realtime data

Reporting Limitations by HubSpot Plan

Certain reports will run only for certain HubSpot plans.
  • Geo reports are available on the following HubSpot plans:
    • Marketing Hub Starter
    • Marketing Hub Professional
    • Marketing Hub Enterprise
    • HubSpot CMS
  • Sources reports are available on the following HubSpot plans:
    • Marketing Hub Starter
    • Marketing Hub Professional
    • Marketing Hub Enterprise
    • HubSpot CMS
  • Landing_pages reports are available on the following HubSpot plans:
    • Marketing Hub Professional
    • Marketing Hub Enterprise
    • HubSpot CMS
  • Emails_stats reports are available on the following HubSpot plans:
    • Marketing Hub Professional
    • Marketing Hub Enterprise

Using Contacts and Deal Reports Together

Contacts reports cannot be joined with Deals reports, as HubSpot does not provide a field shared by both reports. Instead, the following fields related to contact information can be added to a Deals report:
  1. Latest Source Contact
  2. Original Source Type
  3. Number of Associated Contacts
The following fields related to deals can be added to a Contacts report:
  1. First Created Deal Date
  2. Number of Associated Deals
  3. Recent Deal Amount
  4. Recent Deal Close Date
  5. Total Revenue

Troubleshooting

See our article Basic Troubleshooting for information on issues that may affect the HubSpot connector.

    Still having issues?
    Send us a ticket and we will get back to you.
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