HubSpot offers a centralized customer database where businesses can keep all their customer information in one location.

Connecting HubSpot to AgencyAnalytics allows you to pull important analytics directly from your HubSpot account into client reports and dashboards.

API and Data Access

Click here to view all available HubSpot metrics and learn what's possible with the HubSpot integration!

To avoid a failed connection or error when integrating HubSpot to a Client, the person connecting must have:

If the above requirements are met, simply follow these steps to connect:

In the pop-up, click the circle to the left of the account you'd like to connect, then click Choose Account.

On the next page, take time to review the data access request. AgencyAnalytics requires access to Manage and view your CRM data, read access from the Business Intelligence API, and Basic HubSpot account information.
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At the bottom, check the box to confirm you understand the scope of access before clicking Connect app.

After loading, the window will close, and you will be directed to a confirmation page.

You can now add HubSpot widgets to dashboards and reports.

Head to the Data section within a Client, and search for Hubspot.

Click the ellipsis menu to the far right, then click Remove in the drop-down menu.

Once disconnected, data from this HubSpot account will stop flowing into AgencyAnalytics until it is reconnected. All widgets will display the error message "Integration Disconnected".

To uninstall AgencyAnalytics from your HubSpot account, follow the instructions in this HubSpot Knowledge Base article.

When a form is initially deleted in HubSpot, it remains available in the HubSpot backend in case the customer needs to restore it. We can't filter out these deleted forms, so we display them as we receive them, which is with a string of numbers in place of a form name.

HubSpot email data is grouped by the campaign's published date, not by the date the activity occurred.

For example, if you build a report for March and an email campaign was published in March but continued running into May, the widgets will include that email's data all the way through to the end of its run in May, even though your report is scoped to March.
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Conversely, if an email campaign was published in a different month (for example, February), none of its data will appear in a March report, even if the campaign was still active during March. This is a limitation of how HubSpot's API sends email data to us, not a display error in AgencyAnalytics.

At present, HubSpot does not offer a direct method for users to utilize their API to obtain a comprehensive list of marketing email campaigns. Consequently, our approach involves retrieving all marketing emails and extracting the campaign and campaign name data from the email statistics. As a result, if a particular campaign is not visible in the dropdown menu, it indicates that no marketing emails for that campaign were found during the scraping process.

Some data endpoints supported by our HubSpot integration are not available across all HubSpot subscription tiers. This means some metrics or widget types will be unavailable in AgencyAnalytics if that data or dimension is not supported by your HubSpot subscription.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄