-2.png?height=120&name=Presh%20(LightBlue)-2.png)
HOW TO
How to access Custom Contact Properties
Custom Contact Properties are currently only accessible using Active Lists within HubSpot Marketing.
To start tracking this data in a way that is accessible via HubSpot's API, create an Active List with the Custom Contact Property set as the condition. This will make it so Contacts who are marked with the specified property will be added to the Active List.
You can then sync Active List data with Databox using the Query Builder for HubSpot Marketing (Active Lists) or the Basic HubSpot Marketing Metric "Contacts by Active List."
-
Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following
these steps
A separate Active List must be created for every Custom Contact Property you want to report on.
For example, let's say you use a Custom Contact Property to track the number of Contacts from each industry. To accurately report on this in Databox, you would need to create 1 Active List for each industry.
How to access Custom Company Properties
Due to the structure of the API, only 1 Custom Company Property is accessible from each HubSpot CRM Data Source.
Please contact our Support Team at [email protected] to select this Custom Company Property for your Data Source. Once that's set, you can use the HubSpot CRM Metric Companies by Custom Field to access this data.
If there are multiple Custom Company Properties that you want to report on in Databox, you can use Active Lists as a workaround. Similar to the strategy for Custom Contact Properties, you can create an Active List with the Custom Company Property set as the condition.
Since multiple Contacts may be associated with 1 Company, you will need to add an additional condition so only 1 Contact from each Company is added to the Active List. This is often done using Contact Properties that highlight 1 specific Contact as the main POC for the Account.
For example, let's say one Contact from every Company has "POC" marked as the Contact Role. The Active List conditions should specify that only Contacts marked as "POC" should be added to the Active List. This way, multiple Contacts from the same Company won't populate the list and skew the results.
Once your Active List is set up in HubSpot, you can sync this data with Databox using the Query Builder for HubSpot Marketing (Active Lists).
-
Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following
these steps
A separate Active List must be created for every Custom Company Property you want to report on.
For example, let's say you use a Custom Company Property to track the number of Companies from each industry. To accurately report on this in Databox, you would need to create 1 Active List for each industry.
How to access Custom Deal Properties
Custom Deal Properties are accessible using the Query Builder for HubSpot CRM. Learn more here.
-
Query Builder is available in Plus and Business Accounts. Agency Basic Accounts have access to Query Builder in the Agency Account only. Request a trial of Query Builder by following
these steps