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Tutorial - How to set up Hubspot reports #8664

Closed ivanagas closed 3 weeks ago

ivanagas commented 1 month ago

Summary

Write a short paragraph on what this article is about. If applicable, what's the opinion or point we want to make in this article?

How to set up Hubspot reports in PostHog with the data warehouse

Where will it be published?

select any that apply

  • [ ] Blog
  • [ ] Founders Hub
  • [ ] Newsletter
  • [ ] Product engineers Hub
  • [x] Tutorials
  • [ ] Other (please specify)

Why type of article is this?

select any that apply

  • [ ] High intent (i.e. comparisons and similar)
  • [ ] Brand / opinionated (how we work and why, etc.)
  • [ ] High-level guide (concepts, frameworks, ideas, etc.)
  • [x] Low-level guide (step-by-step guide / tutorial)
  • [ ] Other (please specify)

Who is the primary audience?

select any that apply

  • [x] Founders
  • [ ] Engineers
  • [x] Growth
  • [x] Marketing
  • [ ] HackerNews
  • [x] Existing PostHog users
  • [ ] Potential PostHog users

What (if any) keywords are we targeting?

list any that apply

Hubspot reports

Headline options

suggest a few angles

How to set up Hubspot reports

How to set up Hubspot reports in PostHog

Will it need custom art?

Outline (optional)

draft headings / questions you want to answer

  • Requires PostHog and Hubspot accounts
  • Link Hubspot as source in PostHog
  • https://posthog.com/docs/data-warehouse/setup#hubspot
  • Start querying:
  • Count of companies, deals, meetings, contacts
  • Product usage by contact
  • Count of pageviews
  • Join with events table
  • Lead lifecycle
  • hubspot score, ICP scoring?
  • New lead breakdown by size
  • Contact breakdown by role
  • Count of emails, tickets that include certain words