HubSpot CRM Advanced Analytics
Integrating HubSpot Advanced Analytics with Zoho Analytics lets you create custom reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales, and so much more with ease.
General
1. What is Zoho Analytics?
Zoho Analytics is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.
It offers the following important capabilities:
- Complete Online Reporting & Business Intelligence service accessible anytime and anywhere!
- Easy to adopt 'Spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
- Visual Analysis capability for in-depth analysis and to slice & dice your data
- Supports a wide range of reporting capabilities like Dashboards, Charts, Pivot Tables, Summary, and simple Tabular reports. Supports creation of KPI widgets in dashboards to analyze the performance.
- Supports data import from a variety of file formats like Excel, JSON, HTML etc. Also supports data import from cloud storage and Web URLs. Supports periodic scheduling of import.
- Integrated with Teamwork Desk to empower your helpdesk data with the powerful reporting capabilities in Zoho Analytics.
- Zoho Analytics is integrated with popular business applications like Google Analytics, Salesforce CRM etc.
- You can also integrate your own applications with Zoho Analytics using Zoho Analytics API.
- Blend & merge data from across different sources to create meaningful business reports
- With an advanced formula engine, you can derive key business metrics from your data. Also supports SQL (Structured Query Language) driven querying for powerful report creation.
- Real-time collaboration by sharing data and reports in read or read-write modes with your colleagues & friends.
- Export and Print reports in a variety of formats. Notify reports via email.
- Publish reports for wider consumption. Embed reports within your websites, web applications and blogs.
- Highly secure through user login with support for HTTPS (SSL connection). All your data and reports are hosted in highly secure datacenters. (Refer Security and Privacy)
- Supports Logo Rebranding.
2. Why HubSpot CRM Advanced Analytics connector?
HubSpot CRM Advanced Analytics Connector enables you to import your helpdesk data in HubSpot CRM into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described above to HubSpot CRM users.
- A full-featured business intelligence (BI) and reporting tool that can slice & dice your HubSpot CRM data to create any report/dashboard you require.
- Over 75+ reports and dashboards that anyone using HubSpot CRM will find great value in.
- Create your own reports and dashboards based on not only your HubSpot CRM data but also from any other data sources and popular business applications
- Share reports and dashboards with your colleagues.
- Schedule and email your reports whenever you want.
- Export your reports as PDF, HTML, Excel, CSV and image files.
- Embed your reports in websites, blogs etc.
Setup
1. How to Setup HubSpot CRM Advanced Analytics?
Refer:
- How to create reports using this connector
- How to Create Charts
- How to Create Pivot Tables (Matrix Views)
- How to Create Dashboards
- Video demos
2. How long should I wait for my HubSpot CRM data to initially appear in Zoho Analytics?
After configuring the connector, you might have to wait about five minutes for the connection to be established. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.
3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
The import/sync process of your HubSpot CRM data rarely fails due to some technical glitch. You will receive a mail notification of the occurrence. Let's look at the two cases associated with this issue.
Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case, we request you to:
- Open the Workspace in which you have set up the connector.
- Select the Data Sources button from the side panel, and if multiple connectors are setup, select HubSpot from the options listed.
- In the Data Sources tab that appears, click the Retry Now link.
- If the issue persists please do write to onprem-support@zohoanalytics.com.
Case 2: You will receive the Synchronization Failed mail if there is a failure during the data synchronization process. In this case, Zoho Analytics will retry the data sync process. You will be notified again in case of a failure. Please note that the import schedule will get suspended after five successive failures. In such case, please write to onprem-support@zohoanalytics.com.
4. How frequently can I synchronize my data with Zoho Analytics?
You can choose to synchronize your data at these intervals mentioned below.
- 3 Hours
- 6 Hours
- 12 Hours
5. Can I edit the HubSpot CRM connector Synchronization setting?
Yes, you can edit the HubSpot CRM connector synchronization setting if you are the Account admin who had set up the connector for Zoho Analytics.
To perform this sync:
- Open the HubSpot CRM Insights workspace.
- Select the Data Sources button from the side panel, and if multiple connectors are setup, select HubSpot from the options listed.
- In the Data Sources tab that opens, click the Edit Setup link.
- Make the necessary changes and click Save.
6. Can I perform an ad hoc synchronization from HubSpot CRM?
Yes. To synchronize your data on ad hoc basis:
- Log in to your Zoho Analytics account.
- Open the corresponding workspace.
- Select the Data Sources button from the side panel, and if multiple connectors are setup, select HubSpot from the options listed.
- In the Data Sources tab that opens, click Sync Now.
- HubSpot CRM data will get instantly synchronized.
7. Can I set up the HubSpot CRM Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?
Yes, to set up HubSpot CRM Advanced Analytics in in an existing workspace:
- Open the workspace into which you would wish to import your HubSpot CRM data.
- Click the Import Data button in the Explorer tab or select Create > New Table/Import Data.
- In the Create New Table tab that opens, select Import from HubSpot CRM.
- In the Import from HubSpot CRM dialog that opens, authenticate your HubSpot CRM account.
- Select the module and the corresponding fields that need to be imported into Zoho Analytics.
- Select the necessary schedule import options in the Schedule Import Settings section and click Next.
Your HubSpot CRM data will be imported into your workspace. Refer to this setup presentation.
8. Can I add/modify data in the HubSpot CRM data tables in Zoho Analytics?
No, you cannot add/modify data in the HubSpot CRM data tables. Data from HubSpot CRM application will automatically get synced into Zoho Analytics in different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and add/import data into that, to create reports combining it with the data from HubSpot CRM.
9. Can I add new columns to the HubSpot CRM data tables in Zoho Analytics?
No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.
10. Can I add new data tables in this Workspace to create reports & dashboards?
Yes, you can add new data tables. Click Create > New Table to add a new table in the existing HubSpot CRM workspace.
With this feature, you can import data from other sources or add them manually into your workspace to analyze and create reports combining this with your HubSpot CRM data.
- How to Import data from files and feeds into Zoho Analytics?
- How to Import data from local databases using Upload tool?
- How to Import data from popular Business Applications?
- How to Import data using Zoho Analytics API?
11. Can I transfer my HubSpot CRM connector to another admin account?
At present, we do not provide an option in the user interface to transfer ownership to another account. If you require this transfer, please mail to onprem-support@zohoanalytics.com and we will do this for you.
Once the transfer is done, the new administrator must re-authenticate their account. Refer to the next question to learn how.
12. How do I Re-authenticate my HubSpot account in Zoho Analytics?
- Open the corresponding workspace.
- Select the Data Sources button from the side panel, and if multiple connectors are setup, select HubSpot from the options listed.
- In the Data Sources tab that opens click Re-authenticate.
- Enter your credentials and re-authenticate your account.
13. How do I remove this setup?
- Log in to your Zoho Analytics account.
- Open the corresponding workspace.
- Select the Data Sources button from the side panel, and if multiple connectors are setup, select HubSpot from the options listed.
- In the Data Sources tab that opens, click the Settings icon and select Remove Data Source as shown in the snapshot.
Reporting Features
1. How can I create reports using this connector?
You can easily create custom reports in the form of charts, pivot tables, summary and tabular views in Zoho Analytics. Click the corresponding links to learn more about creating reports. These reports can also be organized together to form intuitive dashboards. Refer this documentation to learn more about creating dashboards.
2. What are the modules in HubSpot CRM on which I can create Reports?
You can create reports using the data from the following modules:
- Contacts
- Companies
- Deals
- Deal Pipelines
- Owners
- Deal Associations
3. Can I create reports using the columns from different modules?
Yes, you can create reports using the columns from different tables. All the modules (tables) from HubSpot CRM will be linked by default. You can create reports with a simple drag and drop gesture of the required columns into the reports designer.
4. What are the report types supported by Zoho Analytics?
Zoho Analytics supports a wide variety of reports, in the form of charts, pivot tables, summary views and tabular views. To know more about the various types of reports, click here. To know more about dashboards and KPI widgets, click here.
5. What are Formulas/metrics in reports?
Formulas are calculations that you could define using the powerful formula engine in Analytics Plus to help create required reports. Refer Adding Formulas in Zoho Analytics to know more.
6. How do I create custom Formulas in Zoho Analytics?
You can create a custom formula by clicking Add > Formula Column/Aggregate Formula in a Table. Refer the Custom Formulas section in the Zoho Analytics help page.
7. What are the default formulas that gets added by Zoho Analytics on setting up this connector?
The default formulas added by Zoho Analytics are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.
The following are the default formulas in the Deals table:
| Formula Name | Formula | Formula Type | Description |
| Amount Tier | if( "Amount" >= 0, if( "Amount" <= 10000, '1. 0 - $10K',if( "Amount" <= 20000, '2. $10,001 - $20K',if( "Amount" <= 30000, '3. $20,001 - $30K', if ( "Amount" <= 40000, '4. $30,001 - $40K','5. Above 40K')))), '6. Negative - Not Valid') | Formula Column | Classifies the revenue made into different baskets, e.g., amount less than 10,000 into 0 - 10k etc. |
| Age Tier | if( "Age in Days" >= 0,if( "Age in Days" <= 60, '1. 0 - 60 days',if( "Age in Days" <= 120, '2. 61 - 120 days',if( "Age in Days" <= 180, '3. 121 - 180 days', if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))), '6. Negative - Not Valid') | Formula Column | Classifies the time spent on a each deal to close it, into different time period baskets, e.g., within 60 months, within 120 days etc. |
| Age in Days | datediff( "Close Date","Create Date") | Formula Column | Number of days it took for a deal to be closed. |
| Won Amount | sum(if("Deals"."Deal Stage"='closedwon',"Deals"."Amount",NULL)) | Aggregate | Provides the won amount. |
| Won Deals Count | count(if("Deals"."Deal Stage"='closedwon',"Deals"."Deal ID",NULL)) | Aggregate | Provides the count of the deals won |
| Win Rate % | count(if("Deals"."Deal Stage"='closedwon',"Deals"."Deal ID",NULL))*100/count(if("Deals"."Deal Stage" in ('closedwon','closedlost'),"Deals"."Deal ID",NULL)) | Aggregate | Provides the Win Rate (in %) of sales. This is calculated as a Ratio between number of deals won and total number (won + lost) of deals |
| Expected Revenue | sum("Deals"."Amount"*"Deal Pipelines"."Probability") | Aggregate | Displays the total amount of revenue expected. |
| Average Deal Size Won | Avgif("Deals"."Deal Stage"='closedwon',"Deals"."Amount",NULL) | Aggregate | Provides the average size of deals won. |
| Won Amount vs Expected Revenue | "Deals"."Won Amount"*100/"Deals"."Expected Revenue" | Aggregate | Ratio of sum of sales won against the sum of expected revenue. |
| Average Sales Cycle | Avgif("Deals"."Deal Stage" IN ('closedwon','closedlost'),"Deals"."Age in Days") | Aggregate | The average number of days it takes to close a deal (the sale can either be won or lost, but the deal stage shouldn't be in an open state). |
8. Can I combine data from other sources with the data from HubSpot CRM to create reports and dashboards?
Yes, you can combine data from your other sources with your HubSpot CRM application data for analysis.
To do this, you need to add/import a new data table into the HubSpot CRM Workspace as explained in the previous question and then define a look-up to join it with the table from HubSpot CRM.
To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from HubSpot CRM along with the data from any other source.
- Open the corresponding table, right-click the column header and select Change to Lookup Column.
- In the Change to Lookup Column dialog that opens, select the column to look up.
- Click OK
9. Can I join data from multiple tables to create reports?
Yes, you can join data from multiple tables to create the reports. Refer the previous question for detailed help on this.
10. What are Query Tables?
Zoho Analytics allows you to pull the data required by writing standard SQL SELET Queries. This feature is called Query tables, using which you can also combine data from different tables and create reports from the same. Click here to learn more.
Cross-Functional Analytics with Popular Business Applications
1. What are the popular business applications that I can integrate and analyze HubSpot CRM with?
You can import and analyze data from all the applications that Zoho Analytics offers integration with. Please refer to our Integrations page to know more.
2. How can I analyze the data from the third party business applications along with HubSpot CRM?
To import data from the third party business apps,
- Open the HubSpot CRM workspace.
- Click the Import Data button.
- In the Create New Table tab that opens, select the application that you wish to import.
- Provide the necessary authentications.
- Select the necessary modules and fields, and the schedule import options.
- Click Create.
Refer to this help page to learn more.
3. Will a lookup relationship between the related modules from HubSpot CRM and other third-party application be created automatically?
A lookup relationship will not be created automatically between the HubSpot CRM modules and the modules of the application that you are trying to import. You will have to manually link the tables using a lookup relationship.
To manually create a lookup relationship refer this documentation.
Users, Sharing & Collaboration
1. How do I share the reports in Zoho Analytics with my colleagues?
You can easily share the reports that you create with the other users in your organization. Refer the Sharing and Collaboration help page for more details on this.
Once you privately share a report to your colleagues, they will be able to access the reports. Click here to learn how to access these shared reports.
2. Why are other members of my company not able to access the reports that I create?
When a HubSpot CRM Administrator configures the HubSpot CRM - Zoho Analytics, the tables, and reports will be available only to them, by default. The Administrator has to share the workspace with other members of the company. Only then will the default reports be accessible by those members.
To know more, refer the Sharing and Collaboration help page.
3. How can other members of my company create reports?
The user should be added as a workspace admin in the HubSpot CRM workspace created in Zoho Analytics. Then the user will be able to access all the data & reports, create new reports, and do any operation that you could do on the workspace.
To know more, refer the Sharing and Collaboration help page.
4. Why can't other users edit the reports that I have shared with them?
This is the expected behavior. If the user being shared to is a workspace admin, they can edit the reports. If a normal user wants to edit a report, they can save the report in their account under a different name using the Save As option, after which it can be edited.
5. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
Yes, you can. Refer the topic Apply filter criteria.
6. Can I export a report/dashboard?
Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.
7. How can I print the reports & dashboards created in Zoho Analytics?
In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.
Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission to the report by the Administrator.
8. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?
If you are the Account Administrator of the Zoho Analytics or a Workspace Administrator, you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.
9. How do I embed my reports in my intranet, blog or presentation?
You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer this documentation to know more.
Solutions
1. Does Zoho Analytics offer Embedded Analytics or rebranding?
Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.
Help & support
1. How do I get technical support on Zoho Analytics?
We offer 24x5 technical support (Monday to Friday). If you need our assistance, kindly mail your questions to onprem-support@zohoanalytics.com.
You can also reach out to us on our toll-free numbers
- United States: +1 408 454 4202
- India: +91-44-46447058 Extn: 6222
2. Can I have someone from Zoho do a demo of this for me?
Yes, certainly. Register for a demo on this page.
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