Salesforce

How can I create Salesforce Reports Based on HubSpot contact information?

Last updated: November 8, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Below, you can find a few examples of reports you can build in Salesforce using HubSpot data.

Before creating these reports, you'll want to map over the Original Source and Original Source Drill-Down 1 properties from HubSpot to Salesforce. Find instructions for this here

Individual Owner Contact/Lead View

For Leads:

  • Within Salesforce, navigate to Reports.
  • Click on the New Report... button. 
  • Select the Leads folder and the Leads report type, then click Create.
  • Select All Leads from the Show dropdown.
  • Select Created Date from the Date Field dropdown.
  • Set the Range to All Time.
  • Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
  • Click the Add Filter button agan and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
  • Change the Report Format to Matrix.
  • Drag Lead Owner from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
  • Click Run Report and save your report.

For Contacts:

  • Within Salesforce, navigate to Reports
  • Click on the New Report... button. 
  • Select the Accounts & Contacts folder, then select the Contacts & Accounts report type.
  • Click Create.
  • Select All Accounts from the Show dropdown. 
  • Select Created Date from the Date Field dropdown.
  • Set the Range to All Time.
  • Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
  • Click the Add Filter button agan and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
  • Change the Report Format to Matrix.
  • Drag Contact Owner from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
  • Click Run Report and save your report. 

Leads Generated by HubSpot by Source

  • Within Salesforce, navigate to Reports
  • Click on the New Report... button. 
  • Select the Leads folder and the Leads report type, then click Create.
  • Select All Accounts from the Show dropdown. 
  • Select Created Date from the Date Field dropdown.
  • Set the Range to All Time.
  • Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
  • Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
  • Change the Report Format to Matrix.
  • Drag HubSpot Original Source from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
  • Click Add chart to set up a visual chart of your data. 
  • Click Run Report and save.

HubSpot Generated Leads by Status

  • Within Salesforce, navigate to Reports
  • Click on the New Report... button. 
  • Select the Leads folder and the Leads report type, then click Create.
  • Select All Accounts from the Show dropdown. 
  • Select Created Date from the Date Field dropdown.
  • Set the Range to All Time.
  • Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
  • Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
  • Change the Report Format to Matrix.
  • Drag Lead Status from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
  • Click Add chart to set up a visual chart of your data. 
  • Click Run Report and save.

Opportunities from HubSpot by Stage

  • Within Salesforce, navigate to Reports
  • Click on the New Report... button. 
  • Select the Opportunities folder and the Opportunities with Contact Roles report type, then click Create.
  • Select All Opportunities from the Show dropdown. 
  • Select Any from the Include dropdown.
  • Select Created Date from the Date Field dropdown.
  • Set the Range to All Time.
  • Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
  • Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
  • Change the Report Format to Matrix.
  • Drag Stage from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
  • Click Add chart to set up a visual chart of your data. 
  • Click Run Report and save.

Won Opportunities Generated by HubSpot

  • Within Salesforce, navigate to Reports
  • Click on the New Report... button. 
  • Select the Opportunities folder and the Opportunities with Contact Roles report type, then click Create.
  • Select All Opportunities from the Show dropdown. 
  • Select Any from the Include dropdown.
  • Select Created Date from the Date Field dropdown.
  • Set the Range to All Time.
  • Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
  • Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
  • Click the Add Filter button again and set another filter for Stage equals "Closed Won."
  • Change the Report Format to Matrix.
  • Drag Close Date from the left sidebar and add it as a column grouping (where you see Drop a field here to create a column grouping).
  • Click Add chart to set up a visual chart of your data. 
  • Click Run Report and save.

Revenue Generated by HubSpot

  • Within Salesforce, navigate to Reports.
  • Click on the New Report... button. 
  • Select the Opportunities folder and the Opportunities with Contact Roles report type and click on Create
  • Select All Opportunities from the Show dropdown. 
  • Select Any from the Include dropdown.
  • Select Created Date from the Date Field dropdown.
  • Set the Range to All Time.
  • Click the Add Filter button and set a filter for HubSpot Original Source not equal to "" (blank).
  • Click the Add Filter button again and set another filter for HubSpot Original Source Drill-Down 1 not equal to “SALESFORCE.”
  • Click the Add Filter button again and set another filter for Stage equals "Closed Won."
  • Change the Report Format to Matrix.
  • Drag Amount from the left sidebar and add it as a row grouping (where you see Drop a field here to create a row grouping).
  • Click Add chart to set up a visual chart of your data. 
  • Click Run Report and save.

Revenue Generated by Campaign

  • Within Salesforce, navigate to Reports.
  • Click on the New Report... button. 
  • Select the Campaigns folder and the Campaigns report type, then click on Create.
  • Select All Campaigns under the Show dropdown.
  • Change the Report Format to Summary
  • In the Preview section, click on the Show dropdown and click on Details to display the report details.
  • Drag Total Value Won Opportunities from the left sidebar and drop it onto one of the campaign rows.
  • Click the dropdown arrow in the Total Value Won Opportunities header and select Summarize this field...
  • Check the box under Sum, then click Apply.

  • Click on Add Chart and set the Sum of Total Value Won Opportunities as the Y-Axis and Campaign Name as the X-Axis.
  • Click Run Report and Save.