GHL Email Campaigns

[MCelli]

Hello everyone! New to Hubspot, my first post here and happy to be a new member. Mostly a snaith check here but also soliciting for ideas from the community. I support a small firm currently running email campaigns out of Go HighLevel. Getting the metrics data out of GHL is no mean feat via API or even CSV export but getting it into and displayed in a report in HubSpot does appear to be a challenge. Everything I read and research points to me having to create a new object to import the data and that would mean I would have to recommend upgrading to the Enterprise level tier. Is this truely the only way to display this data or is there another way without creating and object? Thanks in advanvce!

[Murali0399 · Accepted solution]

Hi @MCelli 

I see you’re trying to bring email metrics from another system into HubSpot. You have a couple of options, but there are some limitations:

• Custom objects: Technically possible, but not ideal for email events. They create a large dataset, and there are additional costs.

• Custom events: Better suited for this type of data, but unfortunately they’re only available on the Enterprise tier.

Here are two possible workarounds:

1. Embed external reports in a HubSpot dashboard

   • Create your reports in Google Data Studio, Google Sheets, or another tool.

   • Use HubSpot’s dashboard option to embed external content (iframe). This way, you can view your external reports alongside HubSpot’s native reports.

   • Alternatively, you could build a custom HTML/JS report with chart libraries and embed that as an iframe.

   • 

2. Repurpose the Deals object (not generally recommended)

   • If you need these metrics inside HubSpot for segmentation or list building, you could store events in the Deals object.

   • Deals are available on all plans and offer more storage capacity compared to custom objects.

   • You could tag these “event records” with a custom property or use deal stages to categorize them.

Please feel free to reach out if you’d like help setting this up.

Best regards,
MD

[Humashankar · Accepted solution]

Hi @MCelli 

Upgrading to Enterprise isn't necessary to access robust reporting capabilities.

While advanced native reporting for custom objects does require an Enterprise subscription, there are alternative approaches available on lower tiers.

• One effective workaround is to push campaign metrics into contacts, either as properties or activities, enabling lightweight reporting. Although this method doesn't provide comprehensive analytics, it does allow for simple dashboards.
• For a more sophisticated reporting solution, it's recommended to maintain a clean HubSpot CRM and create blended reports in a separate Business Intelligence (BI) tool.

This approach is particularly beneficial for small firms, as it enables the combination of HubSpot data with other data sources, facilitating richer visualization and avoiding clutter within the CRM.

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

[Murali0399 · Accepted solution]

Hi @MCelli 

I see you’re trying to bring email metrics from another system into HubSpot. You have a couple of options, but there are some limitations:

• Custom objects: Technically possible, but not ideal for email events. They create a large dataset, and there are additional costs.

• Custom events: Better suited for this type of data, but unfortunately they’re only available on the Enterprise tier.

Here are two possible workarounds:

1. Embed external reports in a HubSpot dashboard

   • Create your reports in Google Data Studio, Google Sheets, or another tool.

   • Use HubSpot’s dashboard option to embed external content (iframe). This way, you can view your external reports alongside HubSpot’s native reports.

   • Alternatively, you could build a custom HTML/JS report with chart libraries and embed that as an iframe.

   • 

2. Repurpose the Deals object (not generally recommended)

   • If you need these metrics inside HubSpot for segmentation or list building, you could store events in the Deals object.

   • Deals are available on all plans and offer more storage capacity compared to custom objects.

   • You could tag these “event records” with a custom property or use deal stages to categorize them.

Please feel free to reach out if you’d like help setting this up.

Best regards,
MD

[chighsmith]

Hi @MCelli,

Welcome to the Community! We're excited to have you here. 

I see that our Top Contributor Humashankar may have some experience in GoHighLevel so tagging them in this one! 

Hi @Humashankar do you have any tips for @MCelli?

Thank you!

Cassie, Community Manager