Hello HubSpot Community!
I hope you are well. How are your companies doing?
Today I would like to talk to you about an integration that can help you evaluate which aspects of your business work and which need to be improved. With the current situation, we see every day more, and more businesses moving to online and therefore it is important now, more than ever to measure specific results.
Databox groups all your metrics in one “sheet”. Instead of having to open six Excel sheets, use formulas or have data in different applications and tabs, Databox organizes your data in graphs for you.
Integrating Databox with HubSpot will allow you to have all of your data from your HubSpot account in Databox too. Let’s take a look at the types of graphs that Databox offers:
Types of graphs
You can choose what you want to measure: new contacts, sessions, life cycle stages, landing pages, audiences, …More than 150 metrics are available.
So what are we waiting for, let’s integrate your Databox and HubSpot accounts!
How to integrate Databox and HubSpot
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Log in to your Databox account (or create an account at https://databox.com/. There is also a free version which is great to test it before you purchase
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When you set up your account, the system will ask you which application you want to sync with. Select HubSpot:
Choose Hubspot App-
Click “Connect”.
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A tab will open with your HubSpot account so you can authorize the permissions necessary for both integrations to sync.
5. After completing step 5, your portal is officially integrated with Databox.
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If you made it this far, well done! Let’s take a look inside Databox.
In Databox, the main menu is on the left side. Within it, you will find six options:
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Home: a menu with the summary of your metrics, objectives, panels etc.
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Metrics: the data you would like to measure such as sessions, life cycle stage, and audience.
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Data boards (Dashboards): Personalized panels that offer data that you can organize in one “sheet”. You can create it from scratch using the data library or you can use default templates, as well.
Example of a panel created from scratch:
Dashboard created from Scratch
Example of a panel created with a template:
Dashboard created from Library Template
- Objectives: It is possible to set objectives that will display in the graph along with the data selected.
Objectives
- Data Manager: From here you can configure your user permissions and connected integrations settings.
- Notifications: you can send notifications or screenshots of your dashboard to your team/manager through different channels such as Slack, email or even share the URL at a certain time and day.
Notifications
To visualize life cycle stages, follow Databox’s steps here as well as their best practices: How to Track & Visualize Your HubSpot Lifecycle Stages in Databox | Databox
I hope this information is helpful! Please let me know if you have any questions, thoughts, or best uses about this integration, feel free to add it in the comments below. It is always a pleasure to hear from you all.
Kira