How to report on activity between HubSpot and Salesforce

Last updated: November 8, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

With your HubSpot and Salesforce accounts sharing vital marketing and sales information with one another, it’s important to be able to report on your efforts. With these reports you can see what marketing efforts from HubSpot seem to be working and what types of opportunities are being generated from that - which gives you a great sense of closing the loop.

This article will review:

For detailed instructions on building Salesforce reports based on contact information from HubSpot, check out this article.

How to access HubSpot Intelligence reports in Salesforce

HubSpot Intelligence encompasses a large amount of lead intelligence information that passes between HubSpot into Salesforce, such as form submissions, web page views, and number of visits to your website. This information will appear on a lead contact record within HubSpot from within the HubSpot Intelligence window:

HubSpot Help article screenshot

And while it’s helpful to see all of this information on a record, it can be advantageous to run reports on this to see a more specific reports on more than one record that contains this Intelligence. Take a look at this article to see how to access HubSpot Intelligence, so you can then proceed to create a new report with HubSpot Lead Intelligence data.

How to run a Companies Report

You can also reports within HubSpot that utilizes the information between HubSpot and Salesforce by building a Companies Report. A Companies Report can give you a better idea as to how many companies convert on your website and even how much revenue you’re generating from different sources, like Social Media. These reports can only be run by HubSpot Enterprise customers and you must also be utilizing Account Sync as part of the Salesforce integration.

To learn how to create and run a HubSpot Companies Report, take a look at this article.

To learn how to create and run a HubSpot Companies Report on Revenue, take a look at this blog post.

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