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Sync HubSpot data to Sourcetable

HubSpot

HubSpot offers a CRM platform that can be used to boost sales, streamline customer service and generate leads - connecting everything scaling companies need to deliver a best-in-class customer experience into one place. It can be used to track important insights and KPIs such as sales pipeline progress, MQL (marketing qualified leads) and customer SLAs.

Sync HubSpot data to Sourcetable


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Sourcetable logo

Find out how to make the most of your HubSpot data with Sourcetable

Sourcetable Benefits

Data & analytics

Up-to-date, reliable metrics can make all the difference for business owners looking to gauge their performance over time, and make improvements to guarantee customer retention. Sourcetable is an ideal tool for assessing key CRM findings from HubSpot and data from other platforms in one simple, accessible spreadsheet – allowing users to analyze rep performance, build Activity and Campaign Reports and understand user churn at a glance.

Different charts and graphs as an example of data and analytics like Churn, LTV, ROAS, etc.

Accessibility

Syncing your HubSpot data to Sourcetable keeps it centralized and accessible, with no code required. Everyone on your team will be able to track your business’ CRM data quickly and easily, without having to learn SQL.

All your business data in one place

Sourcetable intuitively brings together key data from over 30 different platforms and databases, including HubSpot. This allows product, marketing and finance teams to navigate their metrics and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.

Icons of example integrations all converging into a sourcetable spreadsheet representing how you can source data from virtually any service

Find out how to get the most from HubSpot with Sourcetable

A Magic Wand

Smart Templates

Use out of the box tried and tested templates in order to merge sales and customer data, and improve data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyze your HubSpot CRM data alongside payment sources to generate cross channel reports in the blink of an eye

A Magic Wand

Ease Of use

Compile and query all your HubSpot data in one spreadsheet to identify the business insights behind the numbers.

Who uses HubSpot data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

🚀 Founders

👩🏼‍💼 Customer Support Professionals

🏢 Ecommerce businesses

Here's a sample of HubSpot data that will be available in your Sourcetable spreadsheets:

Show all (28)

CALENDAR_EVENT

Collection of event types which may be of social, content etc. Calender events can be fetched based on start date and end end date.

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CALENDAR_USER

No information available

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CONTACT

Contact contain information of an individual so that HubSpot and other software systems can remain in sync and teams don't have to do manual updates.

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CONTACT_FORM_SUBMISSION

Form submission information of a contact that contains a page url where the form was submitted, title of the form and portal id

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CONTACT_IDENTITY_PROFILE

Identity profile represent identity of a contact

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CONTACT_LIST

Contact lists divides the contacts into groups. The 2 main types of lists are: dynamic and static

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CONTACT_LIST_MEMBER

A member/entity of a contact list. A contact list member may belong to a static list or a dynamic list

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CONTACT_MERGED_AUDIT

Contains the audit information of a contact if it was merged

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CONTACT_PROPERTY_HISTORY

Properties that belong to a contact. Each property will have a state, zip and version

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EMAIL_CAMPAIGN

Email campaigns that are associated with a portal

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EMAIL_EVENT

Events that are triggered by marketing emails or email campaigns

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EMAIL_EVENT_BOUNCE

Events that are bounced meaning no further attempts will be made to send the message

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EMAIL_EVENT_CLICK

Events on which the receipient clicked on the link that was present in the message

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EMAIL_EVENT_DEFERRED

Event in which the receipient's server has temporarily rejected the message and further attempts will be made to send the message again.

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EMAIL_EVENT_DELIVERED

Event in which the receiptient's server has accepted the message and message is successfully delivered.

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EMAIL_EVENT_DROPPED

Event in which message was rejected and no further attempt will be made to send the message again.

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EMAIL_EVENT_FORWARD

Event in which the receipient has forwarded the message.

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EMAIL_EVENT_OPEN

Event in which the receipient has opened the message which was sent to him.

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EMAIL_EVENT_PRINT

Event in which the receipient has printed the message which was sent to him.

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EMAIL_EVENT_SENT

Event in which message was sent and receieved by delivery provider which has queued the message for further processing

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EMAIL_EVENT_SPAM_REPORT

Event in which the receipient has flagged the respective message as a Spam

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EMAIL_EVENT_STATUS_CHANGE

Event in which the receipient has changed the subscription

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EMAIL_EVENT_SUPPRESSED

No information available

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EMAIL_SUBSCRIPTION

Email subscriptions that are created by a hubspot user

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EMAIL_SUBSCRIPTION_CHANGE

Contains the subscription data that has been changed in a chronological order

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FORM

Forms are a mechanism to record the lead's information

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IDENTITY_PROFILE_IDENTITY

An individual identity within a contact indentity profile that has a type which may be Email or LEAD_GUID and a value

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OWNER

Owner present in the HubSpot which can be used by an integration to assign records.

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Sample companies

Online businesses integrating HubSpot with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.

  • Retail online stores

    (eCommerce)
  • B2B Platforms

  • Software as a Service

    (SaaS) companies
  • B2C Marketplaces

  • Subscription services

What makes Sourcetable special?

A Magic Wand

Interconnectivity

Connect, sync and query your HubSpot data with data from 30+ other sources, to inform key business decisions.

A Magic Wand

Collaboration

Create workflow templates to drive decisions based on your HubSpot customer history, and share among team members, no coding knowledge required

A Magic Wand

Automation

Sync your data to Sourcetable to automatically move info in and out of HubSpot and trigger tasks like sending emails, creating online spreadsheets, and registering clients for events.

Frequently Asked Questions

How do I sync HubSpot data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your HubSpot data.
How easy is it to visualize my HubSpot data using Sourcetable?
Sourcetable comes with a full Visualization suite including charts, graphs, conditional formatting, pivot tables and everything you might need to create shareable reports.
What common integrations do people combine with HubSpot?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from HubSpot - and other CRM platforms such as Salesforce and Zendesk - at a glance, without prior knowledge of SQL or other data languages. 




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