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.
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.
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.
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
Analyze your HubSpot CRM data alongside payment sources to generate cross channel reports in the blink of an eye
Compile and query all your HubSpot data in one spreadsheet to identify the business insights behind the numbers.
Collection of event types which may be of social, content etc. Calender events can be fetched based on start date and end end date.
No information available
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.
Form submission information of a contact that contains a page url where the form was submitted, title of the form and portal id
Identity profile represent identity of a contact
Contact lists divides the contacts into groups. The 2 main types of lists are: dynamic and static
A member/entity of a contact list. A contact list member may belong to a static list or a dynamic list
Contains the audit information of a contact if it was merged
Properties that belong to a contact. Each property will have a state, zip and version
Email campaigns that are associated with a portal
Events that are triggered by marketing emails or email campaigns
Events that are bounced meaning no further attempts will be made to send the message
Events on which the receipient clicked on the link that was present in the message
Event in which the receipient's server has temporarily rejected the message and further attempts will be made to send the message again.
Event in which the receiptient's server has accepted the message and message is successfully delivered.
Event in which message was rejected and no further attempt will be made to send the message again.
Event in which the receipient has forwarded the message.
Event in which the receipient has opened the message which was sent to him.
Event in which the receipient has printed the message which was sent to him.
Event in which message was sent and receieved by delivery provider which has queued the message for further processing
Event in which the receipient has flagged the respective message as a Spam
Event in which the receipient has changed the subscription
No information available
Email subscriptions that are created by a hubspot user
Contains the subscription data that has been changed in a chronological order
Forms are a mechanism to record the lead's information
An individual identity within a contact indentity profile that has a type which may be Email or LEAD_GUID and a value
Owner present in the HubSpot which can be used by an integration to assign records.
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)
Software as a Service(SaaS) companies
HubSpot + Sourcetable
HubSpot + Salesforce
HubSpot + MySQL
HubSpot + Facebook Ads
HubSpot + Mailchimp
Connect, sync and query your HubSpot data with data from 30+ other sources, to inform key business decisions.
Create workflow templates to drive decisions based on your HubSpot customer history, and share among team members, no coding knowledge required
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.