HubSpot Reporting Integration

AgencyAnalytics connects to HubSpot with superadmin permissions on the HubSpot account. It brings two years of history with it and refreshes every two hours, so the first report isn't starting from scratch. Full steps are in the HubSpot connection guide.

AgencyAnalytics reports HubSpot channel analytics, company analytics, contact analytics, content analytics, deal analytics, and form analytics, with Contacts, Deals, Closed Amount and Sessions among the fields you can place. Contact to customer rate is reported directly, so the step from lead to customer is already worked out. The metrics explorer on this page lists more of them.

Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.

Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.

Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.

Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.

Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.

Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.

Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.

Yes. The HubSpot dashboard template is built already and comes with an AgencyAnalytics subscription. Load it onto a client, connect the account, and the first version of their reporting is ready to edit.