How Can I Aggregate LinkedIn Form Submissions and Hubspot Form Submissions in My Custom Report?

Smart CRM & Sales Hub Dashboards & Reporting
,
1

I have a custom report that breaks down all form submissions into categories based on text strings, enclosed in square brackets in the Form name.

I.e. Form name is:

  • Contact Us Form [Contact Us]
  • Demo Form [Demo]
  • Useful Thought Leadership Guide [Whitepaper]
  • Useful Downloadable Tool 1 [Free Tool]
  • Useful Downloadable Tool 2 [Free Tool]

The report is configured as such:

  • X-axis: Count of form submissions
  • Y-axis: “Category” (custom formula field)
  • Breakdown by: Category
  • Filters: Event timestamp is year to date

A snippet of the custom formula that achieves the intended categorisation is as follows:
IF(
CONTAINS(LOWER([FORM.hs_name]), “[demo]”),
“Demo”,
IF(
CONTAINS(LOWER([FORM.hs_name]), “[free tool]”),
“Free Tool”,

My end goal is to have a total count of form submissions, including LinkedIn and Hubspot forms, categorised by the type of offering behind the form, and including retrospective data for at least this year so far, and then automatically capturing any data from today forwards. All data should be filterable for the month that the event took place.

While the formula and report works for form submissions that happen in HubSpot, the data excludes form submissions that happen in integrated LinkedIn forms.

What would I need to do in order to have a report that aggregates both the integrarted LinkedIn form fills, and the form fills in HubSpot?
For example, is it possible to use another custom formula in place of “Count of Form Submissions”, that represents a count of total form submissions from any source using different data points that could also include segments?
I.e. First custom formula generates:
Count of “Added to [segment(s)]*” + count of form submissions = count of submissions from any source.

Second custom formula looks for text strings in:

  • form name/form name at time of submission
  • segment name

Is this possible?

Can segments even surface a “date added to/qualified for segment” for the report to be able to filter historic data by month of event?

Is there a more simple, elegant solution to this?

2

Hi @ZColeSlim4,
Thank you for posting! Tagging in some of our Top Contributors to see if they have any ideas on this one -- Hi @franksteiner79 @ChrisoKlepke and @GeorgeBThomas do any of you all have any ideas on @ZColeSlim4’s inquiry?
Cassie, Community Manager