This template helps you to visualize your HubSpot data in Looker Studio in a few clicks. It allows you to easily understand the macro-picture of your Contacts, Companies and Pipeline.
Follow the steps outlined below to get your data connected.
How to use it
- Click on this link to open the template
- Make a copy of it (File -> Make a copy)
- For the new data source select CREATE NEW DATA SOURCE
- Under COMMUNITY CONNECTORS, go to EXPLORE CONNECTORS. Search for “HubSpot CRM Insights by Windsor.ai” and add the connector.
Try Windsor.ai today
Access all your data from your favorite sources in one place.
Get started for free with a 30 - day trial.
1. Overview Page
2. Companies Page
3. Contacts (Pipeline) Page
Questions that can be answered by using this template
- How does your Sales pipeline look like?
- How many Contacts, Leads, Opportunities and Customers you have?
- Which are the top industries of the companies in my portfolio?
- Where are those companies located?
You might also like to read: