Advanced Analytics for HubSpot Marketing 

Advanced Analytics for HubSpot Marketing provides a completed analysis over your marketing data. As a marketer you analyze how good your Email Campaigns and Blogs are doing. You can also analyze your web traffic and get insight on how you can improve further.

The Advanced Analytics for HubSpot Marketing includes 100+ prebuilt reports and dashboards over your HubSpot Marketing data that help you to jump-start your analytics right away.

General

  1. What is Zoho Analytics?
  2. Why HubSpot Marketing Analytics?
  3. Who can subscribe to the Zoho Analytics - HubSpot Marketing connector?

Pricing & Trial

  1. How much does this connector cost?
  2. Do you provide trial evaluation for this connector?
  3. What do you mean by 'Users' in the (connector) pricing plan?
  4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

Setup

  1. Who can set up the Advanced Analytics Connector?
  2. How do I setup the HubSpot Marketing Advanced Analytics connector?
  3. How long should I wait for my HubSpot Marketing data to initially appear in Zoho Analytics?
  4. What are the modules in HubSpot Marketing that will be synchronized in Zoho Analytics Workspace?
  5. I got this email which said 'Integration Setup Failed'. What should I do?
  6. My data sync has failed. How do I resolve it?
  7. How frequently can I synchronize my data with Zoho Analytics?
  8. Can I edit the HubSpot Marketing Advanced Analytics connector Synchronization setting?
  9. Can I view the data synced history?
  10. Can I synchronize my HubSpot Marketing data instantly?
  11. Can I setup the HubSpot Marketing Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?
  12. Can I add/modify data in the HubSpot Marketing data tables within Zoho Analytics?
  13. Can I add new columns to the HubSpot Marketing data tables within Zoho Analytics?
  14. Can I add new data tables in this HubSpot Marketing to create reports & dashboards?
  15. Can I transfer my Zoho Analytics connector to another admin account?
  16. How do I re-authenticate my HubSpot Marketing account in Zoho Analytics?
  17. Can I track the action by all users in the connector workspace?
  18. How can I remove the Integration?

Reporting Features

  1. In which modules of HubSpot Marketing can I create reports?
  2. How do I create my own reports with this connector?
  3. Can I create reports using the columns from different modules?
  4. What are the report types supported by Zoho Analytics?
  5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?
  6. What is Ask Zia? How can I create reports using Zia?
  7. What are Formulas in Zoho Analytics?
  8. What are the default formulas that gets added by Zoho Analytics on setting up this connector?
  9. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?
  10. Can I combine/blend data from other sources with the data from HubSpot Marketing to create reports and dashboards?
  11. Can I join data from multiple tables to create reports?
  12. What are Query Tables?

Cross-Functional Analytics with Popular Business Applications/Other Data Sources

  1. What are the popular business applications/other data sources that I can integrate this connector with?
  2. How can I analyze the data from the third-party business applications/other data sources along with Books?
  3. Will a lookup relationship between the related modules from HubSpot Marketing and other third-party applications be created automatically?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Analytics with my colleagues?
  2. What are the user roles available in Zoho Analytics?
  3. Why can't other users edit the reports that I have shared with them?
  4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?
  5. Can I export a report/dashboard?
  6. How can I print the reports & dashboards created in Zoho Analytics?
  7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?
  8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

Solutions

  1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Help & Support

  1. How do I get technical support on Zoho Analytics?
  2. Can I have someone from Zoho do a demo for me?

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

Zoho Analytics offers the following important capabilities:

  • Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
  • Easy to adopt 'spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
  • Visual Analysis capability for in-depth analysis and to slice & dice your data.
  • Wide range of reporting capabilities like Dashboards, Charts, Pivot Views, Summary Views, Tabular reports, and KPI widgets.
  • Data import from various sources such as data stored in local drive (CSV, Excel, JSON, HTML, XML, JSON, Statistical & MS Access files), web feeds and cloud storage. Also supports data import from local/hosted Databases and cloud databases. Supports periodic scheduling of importing data.
  • Integrated with a suite of 15+ Zoho products such as Zoho CRM, Zoho Desk, Zoho Projects, Zoho People, Zoho Finance, Zoho Campaigns, Zoho Survey, etc.
  • Integrated with 45+ popular business applications like Google Ads, Facebook Ads, Bing Ads, Salesforce, Mailchimp, Zendesk etc.,
  • Integrated with Zapier and Zoho Flow to power up import from over 500+ apps.
  • Integrates with custom applications using APIs.
  • Blend/merge data from across different sources to create meaningful business reports and get end-to-end cross-functional analytics.
  • SQL (Structured Query Language) driven querying for powerful data preparation and report creation.
  • An advanced formula engine for deriving key business metrics from your data. 
  • Ability to create reports with ease by simply Ask Zia in natural language. Zoho's Intelligent Assistant will comeup with attractive and relevant visualizations over your data.
  • Derives insights instantly with Zia Insights in the form of digestible narrations. Instead of interpreting the visualization manually.
  • Effectively predicts future data trends with its powerful forecasting algorithms. This analyzes past data deeply and comes up with the best forecast for the future.
  • Data alerts to track vital changes in your key business metrics.
  • Capacity to deliver consumable insights through familiar everyday business workflow by crafting stories with immersive presentations.
  • Provides analytical portals for sharing insights. 
  • Collaborative reporting and analytics with fine-grained permission control over your shared data and reports with your colleagues & friends. 
  • Efficiently collaborate with your users by setting up real-time commenting on a shared view.
  • Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
  • Export, Email, and Print reports in a variety of formats.
  • Highly secure as all users login only over HTTPS (SSL connection). All your data and reports are hosted in secure data centers. (Refer to Security and Privacy)
  • Supports Logo Rebranding.
  • Get the mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.​

2. Why HubSpot Marketing Analytics?

Advanced Analytics for HubSpot Marketing enables you to effectively analyse your store data. It helps to track key business metrics like user traffic, product mapping, cart conversions etc.,

Advanced Analytics for HubSpot Marketing brings in all the capabilities of Zoho Analytics described in the above question.

3. Who can subscribe to the Zoho Analytics - HubSpot Marketing connector?

Users with paid accounts of both Zoho Analytics (at least the Basic plan) and HubSpot Marketing (at least the Professional plan) or Zoho CRM Plus / Zoho One users can avail this connector.
Users with the Administrator roles in HubSpot Marketing can configure this connector.

Pricing & Trial

1. How much does this connector cost?

HubSpot Marketing Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at $25 per month. Click to learn more about Zoho Analytics pricing.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of set up.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone with whom you privately share your Workspace, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account is registered.
Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other people. Now your Zoho Analytics account is said to have 5 users (including yourself).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure.
For example, in a table that represents "Conversations", each row would represent a single record. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.

Setup

1. Who can set up the Advanced Analytics Connector?

The Account Administrator and the Organization Administrators can set up the Advanced Analytics connector. Click here to learn about Managing Users.

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How do I setup the HubSpot Marketing Advanced Analytics connector?

The below presentation shows you how to set up the connector from Zoho Analytics interface.

Note: Only the Account Administrator and the Organization Administrators can set up the Advanced Analytics connector.

3. How long should I wait for my HubSpot Marketing data to initially appear in Zoho Analytics?

Initial data import will take from a few minutes to a couple of hours depending on the volume of data in your HubSpot Marketing account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is complete, ou may find some data missing. 

4. What are the modules in HubSpot Marketing that will be synchronized in Zoho Analytics Workspace?

You can synchronize the following data from HubSpot Marketing into Zoho Analytics.

  • Blog  Posts Performance - Blog Post ID, Date, Raw Views, New Visitor Raw Views, Exits, Exits Per Page Views, Page Views Minus Exits, Page Bounces, Standard Views, Entrances, Page Bounce Rate, Leads, Leads Per View
  • Blog Posts - Blog Post Id, Blog Post Name, Blog Id, Description, Page Title, Created At, Updated At, Published At, URL, Author, Current State, Currently Published
  • Blogs - Blog Id, Blog Name, Absolute URL, Live domain, Description, Created  At, Updated At
  • Contact List - Contact List ID, Contact List Name, Contact List Type, Contact List Size ,Last Size Changed At, Created At, Updated At
  • Contact Lists Vs Contacts - Contact ID, Contact List ID
  • Contacts - Contact ID, Added At, First Name, Last Name, Email, Phone, State, Country, Job Title, Industry, Contact Name
  • Contacts Vs Forms - Contact ID, Form ID
  • Email Campaigns - Email Campaign ID, Marketing Email ID
  • Email Events - Email Event ID, Email Campaign ID, Email Event Type, Recipient, Created, Device Type, State, Country
  • Forms -  Form ID, Form Name, Created At, Updated At
  • Forms Performance - Form ID, Date, Form Views, Click Through  Per Form View, Submissions, Submissions Per Form View, Submissions Per Click Through, Visibles, Installs, Interactions, Contact Submissions, Non Contact Submissions
  • Landing Pages - Landing Page ID, Landing Page Name, Page Title, Created At, Updated At, Published At, URL, Author, Current State, Currently Publsihed
  • Landing Pages Performance - Landing Page Id, Date, Raw Views, New Visitor Raw Views, Exits, Exits Per Page Views, Page Views Minus Exits, Page Bounces, Standard Views, Entrances, Page Bounce Rate, Cta Views, Page Time, Leads, Leads Per View
  • Marketing Emails - Marketing Email ID, Email Campaign ID, Marketing Email Name, URL, Subject, Email Type, Created At, Updated At, Current State, Currently 
  • Marketing Emails Vs Contact Lists Excluded - Marketing Email ID, Contact List ID
  • Marketing Emails Vs Contact Lists Included - Marketing Email ID, Contact List ID
  • Workflows Performance - Workflow Id, Series, Date, Frequency
  • Web Traffic By Geolocations - Date, Geolocation, Visits, Visitors, Page Views Minus Exits, Returning Visits, Raw Views, Standard Views, Bounces, Time, Time Per Session, Page Views Per Session, Bounce Rate, New Visitor Session Rate, Opportunities, Customers, Customers Per Page View, Contacts, Contacts Per Page View, Contact To Customer Rate, Leads Per View, Session To Contact Rate, Subscribers
  • Web Traffic By Sessions - Date, Session, Direct Traffic, Desktop, Referrals, Mobile, Social Media, Organic Search, Paid Search, Others, Other Campaigns
  • Web Traffic By Sources - Date, Source, Visits, Visitors, Page Views Minus Exits, Returning Visits, Raw Views, Standard Views, Bounces, Time, Time Per Session, Page Views Per Session, Bounce Rate, New Visitor Session Rate, Opportunities, Customers, Customers Per Page View, Contacts, Contacts Per Page View, Contact To Customer Rate, Leads Per View, Session To Contact Rate, Subscribers, Leads, Sales Qualified Leads, Marketing Qualified Leads
  • Website Pages - Website Page Id, Website Page Name, Page Title, Created At, Updated At, Published At, URL, Author, Current State, Currently Published
    Website Pages Performance - Website Page Id, Date, Raw Views, New Visitor Raw Views, Exits, Exits Per Page Views, Page Views Minus Exits, Page Bounces, Standard Views, Entrances, Page Bounce Rate, CTA Views, Page Time, Leads, Leads Per View
  • Workflows - Workflow ID, Workflow Name, Inserted At, Updated At, Workflow Type
  • Workflows Performance - Workflow Id, Series, Date, Frequency

5. I got this email which said 'Integration Setup Failed'. What should I do?

The import process of your Hubspot Marketing data can sometimes fail, for various reasons. You will receive the 'Integration Setup Failed' mail, when there is a failure during the initial fetch. In this case, we request you to:

  • Open the Workspace in which you have set up the connector.
  • Click the Data Sources button in the Explorer tab.
  • In the Data Sources page that opens, click the Retry Now link.
  • If the issue persists, please do write to support@zohoanalytics.com. We will look into it and get back to you immediately.
Note : The Account Administrator and the Organization Administrators can use the Retry Now link to resume the integration process.

6. My data sync has failed. How do I resolve it?

Data sync may sometimes fail due to various reasons such as Authentication Failure, your business app service is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure, and its solution. Click here to learn more about Synchronization Error Failures and their solutions.

Note: This import schedule will get suspended if there are successive failures for five consecutive days.

7. How frequently can I synchronize my data with Zoho Analytics?

You can choose to synchronize data at one of the intervals mentioned below.

  • 1 Hour (Enterprise plan Only)
  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day

Note:

  • Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
  • Users in Basic plan can synchronize their data only once everyday.

8. Can I edit the HubSpot Marketing Advanced Analytics connector Synchronization setting?

Yes, you can edit the HubSpot Marketing connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,

  1. Open the corresponding HubSpot Marketing Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Edit Setup link.


    ​

  4. The Edit Setup - HubSpot Marketing dialog will open. Modify the settings as needed. 

  5. ​Click Save. The synchronization setting will be modified and data will be synced in the next synchronization interval.

Note:
  • The credentials of the Administrator who set up the connector will be used for establishing any connections with source application by other administrators.
  • You can track all activities performed in the Connector-configured workspaces by all users, using Audit History.

9. Can I view the data synced history?

Yes, the Account Administrator and the Organization Administrators can view the Sync History. Follow the below steps to view the data synced history.

  1. Open the corresponding HubSpot Marketing Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. All the data source of the workspace will be listed. 
  3. Click HubSpot Marketing. The Data Sources page for HubSpot Marketing will open.
  4. In the Data Sources page that opens, click the Sync History link.


     
  5. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.


     
  6. Click the date to view more details. 

10. Can I synchronize my HubSpot Marketing data instantly?

Yes, you can synchronize your HubSpot Marketing data instantly when needed.
To synchronize your data instantly:

  1. Open the corresponding HubSpot Marketing Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Sync Now. HubSpot Marketing data will get instantly synchronized.

Note: This option can be used up to five times between the schedules.

11. Can I setup the HubSpot Marketing Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup the HubSpot Marketing Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can do this by creating a new table by importing data. 
Refer to the Cross-Functional Analytics section for more details on this. 

12. Can I add/modify data in the HubSpot Marketing Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the HubSpot Marketing data tables. Data from HubSpot Marketing application will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and add/import data into that, to create reports combining it with the data from HubSpot Marketing.

13. Can I add new columns to the HubSpot Marketing data tables within Zoho Analytics?

No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas to know more about this.

14. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing HubSpot Marketing Advanced Analytics Workspace.
With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your HubSpot Marketing data. 

Refer:

15. Can I transfer my Zoho Analytics connector to another admin account?

Yes, the HubSpot Marketing connector in your account can be transferred to another Administrator in the Organization.

  • Account Transfer: An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about Managing Organizations.
  • Leaving the Organization: An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
  • Transfer connector: Write to support@zohoanalytics.com, if the organization administrator continues to be part of the organization but wishes to transfer the Alchmer connector to another user(Organization Administrator).​
  •  

16. Can I re-authenticate my Hubspot Marketing account in Zoho Analytics?

Yes, you can re-authenticate the connector setup. Only the Administrator who created the connector setup can re-authenticate it. Follow the below steps to re-authenticate the connector.

  1. Open the corresponding HubSpot Marketing Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click Re-Authenticate.
  4. Click Re-authenticate HubSpot Marketing button. You will be prompted to provide the credentials.
    ​
  5. Enter your credentials and re-authenticate your account. Your account will be successfully authenticated.

17. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using Audit History. The Account Administrator and the Organization Administrators can view the audit history.

Follow the below steps to do so.

  • Open the corresponding Hubspot Marketing Advanced Analytics Workspace in Zoho Analytics.
  • Click Data Sources on the left panel. 
  • The Data Sources page will open. Click Audit History. 
  • A dialog with audit history for the last 180 days will open with the following information. 
    • Date & Time of the action
    • Action done
    • User who performed the action

The following are the actions that are logged in Zoho Analytics.

  • User Actions 
    • Create - Connector setup created
    • Edit Setup - Edit connector setup to do the following changes. 
      • Modules Added
      • Modules Removed
      • Fields Added
      • Fields Removed
      • Schedule Change and
      • Entities (Campaigns, Org, Handles) Modified
    • Delete - Remove integration
    • Take Ownership - Transferred connector to other admin. 
    • Re-authenticate - Re-authenticate business app 
    • Sync Now - Sync data instantly
    • Retry Now - Retry to import data after initial setup failure
    • Connector Activated (when you upgrade from Basic plan to Standard plan)
    • Connector Disabled (when you downgrade from Standard plan to Basic plan)
  • System Event - Any action done by Zoho Analytics
    • The Connector is automatically deleted when you downgrade to free plan. 
    • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
    • The Connector is automatically deactivated when you downgrade your plan. 
    • The Connector is automatically activated when you upgrade to a higher plan. 
    • The Connector is manually restored by the Zoho Analytics support.
    • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

18. How can I remove the Integration?

The Account Administrator and the Organization Administrators can remove the connector integration from the Data Source page. To remove the integration,

  1. Open the corresponding HubSpot Marketing Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. Hover the mouse over the Data Source name in the left corner. A Settings icon will appear. 
  4. Click the Settings icon.
  5. Select Remove Data Source.

The data synchronization from HubSpot Marketing into this Workspace will be removed.
However, you will still be able to access this Workspace with existing data.

Reporting Features

1. In which modules of HubSpot Marketing can I create reports?

Zoho Analytics will synchronize the data specified in this question into the HubSpot Marketing Analytics workspace. You can create reports using this data.

2. How do I create my own reports with this connector?

Note: 
To create exclusive reports and dashboards from HubSpot Marketing data, it is mandatory to set Sales Channel Filter and select zstore.

​3. Can I create reports using the columns from different tables?

Yes, you can create reports using the columns from different tables. All the modules (tables) from HubSpot Marketing will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.

4. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

  • Charts
    • Pie
    • Bubble
    • Packed Bubble
    • Bubble Pie
    • Bar
    • Stacked Bar
    • Histogram
    • Butterfly
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Geo Map Chart
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Word Cloud
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • KPI Widgets
    • Single Numeric Widget
    • Dial Chart Widget
    • Bullet Chart Widget
  • Dashboards (multiple reports arranged in the same page)

5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the HubSpot Marketing Connector, set of default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

6. What is Ask Zia? How can I create reports using Zia?

Zia is Zoho's Intelligent Assistant. Ask Zia understands your questions asked in plain English and gets you powerful insights as answers in the form of attractive and relevant visualizations. 

You can simply Ask Zia questions and it will interpret these questions, fetch data from the relevant tables, and generate the most appropriate reports immediately.

7. What are Formulas in Zoho Analytics?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.
​
Refer to Adding Formulas in Zoho Analytics to know more.

8. What are the default formulas that gets added by Zoho Analytics on setting up this connector?

The below table lists all the default formulas that will be created in the Blog Posts Performance table.
Formula Name​Formula TypeFormulaDescription
Exit RateAggregate Formulasum("Blog  Posts Performance"."Exits")/
sum("Blog  Posts Performance"."Exits Per Page Views")*100

This formula calculated the percentage of post exit rate against exit rate per page. 

 

The below table lists all the default formulas that will be created in the Contacts table.
Formula Name​Formula TypeFormulaDescription
Exit RateAggregate Formulaconcat("First Name","Last Name")This formula constructs contact name by combining first name and last name.  
 
The below table lists all the default formulas that will be created in the Landing Pages Performance table.
Formula Name​Formula TypeFormulaDescription
Exit RateAggregate Formulasum("Landing Pages Performance"."Exits")/
sum("Landing Pages Performance"."Exits Per Page Views")*100		This formula calculated the percentage of exit rate against exit rate per page. 

​9. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?

Yes, you can create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to the Adding Formulas in Zoho Analytics help page.

10. Can I combine/blend data from other sources with the data from HubSpot Marketing to create reports and dashboards?

Yes, you can combine data from your other sources with your HubSpot Marketing data for analysis.

To do this, you need to add/import a new data table into the HubSpot Marketing Advanced Analytics Workspace as explained in the previous question and then define a look-up to join it with the table from HubSpot Marketing.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from HubSpot Marketing along with the data from any other source.

  1. Open the corresponding table, right-click the column header, and select Change to Lookup Column.
  2. In the Change to Lookup Column dialog that opens, select the column to look up.
  3. Click OK.

Click to learn more.

11. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

12. What are Query Tables?

Zoho Analytics allows you to drive the data required by writing standard SQL SELECT Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. Click here to know how to create Query Tables in Zoho Analytics.

Cross-Functional Analytics with Popular Business Applications/Other Data Sources

1. What are the popular business applications/other data sources that I can integrate this connector with?

You can integrate and perform cross-functional analytics with most business applications/other data sources that Zoho Analytics integrates with.

2. How can I analyze the data from the third-party business applications/other data sources along with HubSpot Marketing?

To import data from business apps,

  1. Open the Workspace in which you have setup the connector.
  2. Click the Import Data button.
  3. In the Create New Table tab that opens, select the application or data source that you wish to import.
  4. Provide the necessary authentication.
  5. Select the necessary Modules and Fields.
  6. Select the Schedule Import Option.
  7. Click Create. Data from the selected application will be imported into a new table in the HubSpot Marketing Advanced Analytics workspace. 

3. Will a lookup relationship between the related modules from HubSpot Marketing and other third-party applications be created automatically?

A lookup relationship will be created automatically between the HubSpot Marketing modules and the modules of Zoho CRM, Zoho Desk, Salesforce CRM, and Zendesk. If you wish to blend HubSpot Marketing modules with applications other than the ones mentioned, you will have to manually link the related modules from HubSpot Marketing and the other application using a lookup relationship.

To manually create a lookup relationship, refer this help link -
https://www.zoho.com/analytics/help/table/joining-tables.html.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration help page for more details on this.
Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. What are the user roles available in Zoho Analytics?

Zoho Analytics offers four user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Organization Model and User Roles.

3. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user role, click here.

4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to the topic Apply filter criteria.

5. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.

6. How can I print the reports & dashboards created in Zoho Analytics?

To print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.

Note:
If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

Yes, you can embed/create permalink for reports & dashboards. You can also create a slideshow of views. Refer to the Publishing Option section to learn how to do this.

Solutions

1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.

Help & Support

1. How do I get technical support on Zoho Analytics?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.

United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91-44-67447000

2. Can I have someone from Zoho do a demo for me?

Yes, certainly. Register for a demo in this page.