Hello. I'm trying to use HubSpot API's to duplicate the data shown in the Sales Performance widget from the Sales Performance Standard Dashboard. The Report Settings for the Sales Performance data are:
Date Range = this entire month
HubSpot Owner = Person A OR Person B
The metrics are: Contacts assigned (both this month and last month)
Contacts worked (both this month and last month)
Can this info be pulled via API? If so, what would a sample API call look like to pull this info?
I tried solving for this by clicking "Sales Performance" header link and viewing the resulting report and filters, however the Deals list which shows up has zero records. When I strip away the filters in the Deals list, it appears that the Deal Owner for all deals are set as Unassigned so that was a dead end.
Also, if you're looking to import data from HubSpot into a user's Klipfolio dashboard, we do have an integration with Klipfolio and you can explore more here: [HubSpot Connect] - Klipfolio Integration
Also, if you're looking to import data from HubSpot into a user's Klipfolio dashboard, we do have an integration with Klipfolio and you can explore more here: [HubSpot Connect] - Klipfolio Integration
The solution is good when the field value can't be changed, like contact "create date" or "owner assigned date" and/or the date range is "until today".
But using "last activity date" is kind of tricky, because its value change over time.
For example, if contact had one activity in this week and one activity last week, if I set the report date range to be "Last Week" the report will return 0 instead of 1 because only the last activity time is recorded and it not in the settings date range.
Possible solution is to populate the "last activity date" property history, but it is too hard to manage.
After almost a year from the last answer, I want to re-check,
Is there an intention to make a simple andpoint (input: date range, output: results)
for "Contacts created and worked totals with deals created and won totals" report?
That was very helpful 🙂 I've setup Contacts Lists and will work with those Contact List data through the Contact List API.
Now a followup question - I am looking for the number of contacts in the lists as opposed to the actual data about those contacts. Here's an example of the API call I'm using.
I'm running into a problem now because the size of my contact list (4500+) exceeds the amount of records which can be returned in a single API call.
Is there an method to just return the number of records in the contact list as opposed to returning the entire contact list dataset? I am hoping to avoid using the vidOffset since I expect that will change day-to-day and I don't know of a great way to deal with that within Klipfolio.