Sync HubSpot data to Sourcetable
HubSpot
Sync HubSpot data to Sourcetable
All your business data, synced in a spreadsheet.
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.
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.
How to get the most of HubSpot with Sourcetable
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
Quick Analysis
Analyze your HubSpot CRM data alongside payment sources to generate cross channel reports in the blink of an eye
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:
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.
CALENDAR_USER
No information available
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.
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
CONTACT_IDENTITY_PROFILE
Identity profile represent identity of a contact
CONTACT_LIST
Contact lists divides the contacts into groups. The 2 main types of lists are: dynamic and static
CONTACT_LIST_MEMBER
A member/entity of a contact list. A contact list member may belong to a static list or a dynamic list
CONTACT_MERGED_AUDIT
Contains the audit information of a contact if it was merged
CONTACT_PROPERTY_HISTORY
Properties that belong to a contact. Each property will have a state, zip and version
EMAIL_CAMPAIGN
Email campaigns that are associated with a portal
EMAIL_EVENT
Events that are triggered by marketing emails or email campaigns
EMAIL_EVENT_BOUNCE
Events that are bounced meaning no further attempts will be made to send the message
EMAIL_EVENT_CLICK
Events on which the receipient clicked on the link that was present in the message
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.
EMAIL_EVENT_DELIVERED
Event in which the receiptient's server has accepted the message and message is successfully delivered.
EMAIL_EVENT_DROPPED
Event in which message was rejected and no further attempt will be made to send the message again.
EMAIL_EVENT_FORWARD
Event in which the receipient has forwarded the message.
EMAIL_EVENT_OPEN
Event in which the receipient has opened the message which was sent to him.
EMAIL_EVENT_PRINT
Event in which the receipient has printed the message which was sent to him.
EMAIL_EVENT_SENT
Event in which message was sent and receieved by delivery provider which has queued the message for further processing
EMAIL_EVENT_SPAM_REPORT
Event in which the receipient has flagged the respective message as a Spam
EMAIL_EVENT_STATUS_CHANGE
Event in which the receipient has changed the subscription
EMAIL_EVENT_SUPPRESSED
No information available
EMAIL_SUBSCRIPTION
Email subscriptions that are created by a hubspot user
EMAIL_SUBSCRIPTION_CHANGE
Contains the subscription data that has been changed in a chronological order
FORM
Forms are a mechanism to record the lead's information
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
OWNER
Owner present in the HubSpot which can be used by an integration to assign records.
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
Popular Use Reports & Use Cases
Create automated reports from HubSpot
HubSpot + Sourcetable
Merge HubSpot and Salesforce databases
HubSpot + Salesforce
Create reports using HubSpot and MySQL database data
HubSpot + MySQL
Analyze HubSpot and Facebook Ads data
HubSpot + Facebook Ads
Analyze HubSpot and Mailchimp data
HubSpot + Mailchimp
What makes Sourcetable special?
Interconnectivity
Connect, sync and query your HubSpot data with data from 30+ other sources, to inform key business decisions.
Collaboration
Create workflow templates to drive decisions based on your HubSpot customer history, and share among team members, no coding knowledge required
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.