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Salesforce

How do I build a Salesforce report of specific emails sent or opened from HubSpot?

Last updated: June 13, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

As long as you are tracking activities in Salesforce, you can create reports on those activities in Salesforce.

To check your settings:

  • Navigate in your HubSpot account to the Account Menu > Integrations.
  • Click Settings under Salesforce.
  • Select Engagement Type Mappings in the left sidebar menu. Here you'll see which HubSpot engagements you've selected to sync to Salesforce as activities. 
To create your report:  
In Salesforce, click the Reports tab
  • Within Salesforce, click New Report...
  • Select Activities, then Activities with Leads OR Activities with Contacts (you will need one report for leads and one for contacts).
  • Click Create. 
  • Change the filter values to show all completed activities across whatever time frame you are tracking.
  • To filter by specific email or form, you will need to add a filter:
    • All activities created by HubSpot have the same naming convention of [Activity Type] [Name of Activity]. For example, an open of an email called Test Email would appear as Opened Test Email.
    • Your filters can segment on both the name of the event and the action taken.

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