Salesforce

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

Last updated: December 22, 2016

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.