Connect HubSpot to Looker Studio integration

All Coupler.io connectors are user-friendly and do not require coding skills. The setup process is smooth, from selecting your source and destination apps to establishing the connection.

To create a HubSpot to Looker Studio integration, first create a new importer and follow these guided steps:

Step 1: Collect data
Begin by connecting and authorizing your HubSpot account. Log in to grant permissions for data access and select the type of data you want to export. You can further refine your data selection by choosing columns, applying date filters, and more advanced data filters.



Once you've configured your export settings in HubSpot, move on to the next step.

Step 2: Organize and transform
Coupler.io allows you to preview up to 500 rows to confirm your data is ready for analysis. You can adjust your report within the interface before loading it to Looker Studio. The transformation options include:

• Renaming, reordering, hiding, or modifying columns
• Filtering and sorting data
• Adding columns using simple or complex formulas
• Integrating HubSpot data with other datasets from different accounts or applications

Step 3: Load and automate
After formatting your data, it's time to load it into Looker Studio. Follow the instructions to authorize the Looker Studio connector and create a data source. Coupler.io will load data to Looker Studio, and you can create your report.

The last thing to do is activate the automatic refresh feature. This will ensure your importer regularly updates data in Looker Studio according to your specified frequency.

Coupler.io's Automatic Data Refresh feature enables scheduled data exports from HubSpot to Looker Studio. Simply activate this feature and tailor the schedule according to your specific needs. Here are the configuration options available in Coupler.io:

• Interval: Determine the data refresh frequency, with options ranging from every 15 minutes to once a month.
• Days of week: Opt to exclude weekends or specific days when a data refresh is not required.
• Time preferences: Choose a specific time window during which the data refresh should occur.
• Timezone: Select the appropriate timezone for your data refresh schedule.

Setting up a scheduled data refresh ensures that your reports display the latest data from your HubSpot source.

Total sales

The Total sales metric measures the cumulative revenue from all successfully closed deals. It provides insights into the effectiveness of your sales strategies and overall business growth. This metric assesses the company's revenue generation capabilities. To calculate total sales, sum the values of all won deals within a chosen period.

Win rate

The win rate evaluates the sales team's efficiency in turning opportunities into successes. It is determined by the ratio of won deals to the total number of deals closed (both won and lost). Calculate the win rate by dividing the number of won deals by the total number of closed deals. Multiply the result by 100 to convert it into a percentage.

Close rate

This metric indicates the percentage of all deals closed (won or lost) out of the total deals initiated. It sheds light on the productivity of the sales process and the team’s ability to close deals. To find the close rate, divide the number of closed deals by the total number of deals. Multiply the result by 100 to get a percentage.

Average days to close

This metric shows the average duration to win or lose a deal. It offers insights into the length of the sales cycle and the efficiency of the closing process. Calculate the average days to close by adding the days of all closed deals and dividing by the number of those deals.

Pipeline value

The pipeline value metric represents the total value of all deals currently in the sales pipeline. It is essential for evaluating potential future earnings. You will also need it for revenue forecasting and resource planning. Calculate the pipeline value by summing the values of all open deals.

Open deals

The open deals metric counts all ongoing deals that are neither won nor lost yet. It's important for monitoring active sales initiatives and potential revenue. This count also reflects the health and activity of the sales pipeline. Calculate open deals by counting all currently active deals.

Projected sales

The projected sales metric estimates future revenue based on the current dynamics of the sales pipeline. It is vital for revenue forecasts and making informed business decisions. To calculate projected sales, add up the value of all open deals.

Average open deal age

This metric calculates the average time a deal remains open in the pipeline. It is used to identify deals that might need more attention or resources to advance. The metric also indicates the pace at which deals progress through the sales cycle. To find the average open deal age, sum the days all open deals have been active and divide by the number of open deals.

With Coupler.io, you can connect HubSpot not only to Looker Studio but also to a variety of other data visualization tools and platforms. The platform provides over 10 distinct destinations for your HubSpot data, including:

• Data Warehouses: BigQuery, PostgreSQL, and Redshift.
• Business Intelligence Tools: Looker Studio, Tableau, and Qlik.
• Spreadsheet Apps: Microsoft Excel and Looker Studio.
• Other Destinations: JSON and Monday.com.

If you've already configured an integration from HubSpot to Looker Studio, you can easily duplicate it and switch to a new destination app. This allows you to load the same HubSpot data to another platform without starting the connection setup from scratch.