Salesforce Guide: How to access HubSpot Intelligence reports in Salesforce

Last Modified: 04/23/2013
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 tab.

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2. Look at your HubSpot Dashboard

Click on the HubSpot Dashboard folder, and click HubSpot Data.

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Here, you'll be able to see a quick view of the amount of leads that you've acquired via each of your forms.

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3. Look at your HubSpot Reports

You'll have four default reports available to you in the HubSpot Reports folder:
  • 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.

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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.

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The HubSpot reports are contained in the Other Reports folder. Select HubSpot Intelligence with Lead and click Create.

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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.

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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.

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