As part of your HubSpot/Salesforce integration, you'll have access to HubSpot reports within Salesforce. Here's how to find them and create new reports:
1. Go to Reports screen
Click on the Reports
2. Look at your HubSpot Dashboard
Click on the HubSpot Dashboard folder, and click HubSpot Data
Here, you'll be able to see a quick view of the amount of leads that you've acquired via each of your forms.
3. Look at your HubSpot Reports
You'll have four default reports available to you in the HubSpot Reports
Contacts with HubSpot Intelligence - contains Contacts and HubSpot Lead Intelligence
Form Submissions by Month - contains a chart of form submissions by month
Found Site Via by Month - contains a chart of Found Site Via by month
Leads with HubSpot Intelligence - contains Leads and HubSpot lead Intelligence
You should also save any custom forms you create with HubSpot Intelligence data to this folder so that your colleagues can easily find them.
4. Create a new report with HubSpot Lead Intelligence data
If you'd like to create a new report with HubSpot Lead Intelligence data, click New Report
at the top of the screen.
The HubSpot reports are contained in the Other Reports folder. Select HubSpot Intelligence with Lead
and click Create
You can then customize your report to contain any field you'd like. Just choose an item in the left Fields section and drag it into the report. Any custom fields from HubSpot Intelligence that you've created
will appear in the Lead: Custom Info folder. Click Save
when you're done.
Give your report a name, and then choose the HubSpot Reports folder so that anyone at your company can view your new report. Then click Save and Run Report