HubSpot offers a centralized customer database where businesses can keep all their customer information in one location. Connecting HubSpot to AgencyAnalytics lets you pull important analytics directly from your HubSpot account into client reports and dashboards.

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 connecting HubSpot to a Client, the person setting up the integration must have SuperAdmin permissions on the AgencyAnalytics account.

Once the SuperAdmin permission requirement is met, follow these steps to connect HubSpot to a Client in AgencyAnalytics.

Step 1: Open the Client where you'd like to connect HubSpot.

Step 2: Click Integrations (the plug icon) in the left-side menu.

Step 3: Click Connect Integration in the upper right corner.

Step 4: Search for HubSpot in the search bar at the top, then click the HubSpot card.

Step 5: Click Connect New Account to launch the authorization window.

Step 6: Follow the prompts in the OAuth window to verify and finalize the connection.

Step 7: In the pop-up window, click the circle to the left of the HubSpot account you'd like to connect, then click Choose Account.

Step 8: On the next page, 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.

Step 9: Check the box at the bottom to confirm you understand the scope of access, then click Connect app.

After the window loads, it will close automatically and take you to a confirmation page.

Once connected, you can add HubSpot widgets to dashboards and reports.

Disconnecting HubSpot stops new data from flowing into AgencyAnalytics until you reconnect the account.

Step 1: Open the Client, then go to the Data Sources section and search for HubSpot.

Step 2: Click the Ellipsis menu on the far right of the HubSpot row.

Step 3: Click Remove in the drop-down menu.

Once disconnected, data from this HubSpot account will stop flowing into AgencyAnalytics until you reconnect it.

All related 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 through 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 way for users to use its 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 😄