To get HubSpot analytics from HubSpot account you need to be logged in into HubSpot. Then you need to select from the menu Add-ons -> G-Accon for HubSpot -> Get HubSpot Analytics -> Companies Created.
Select Companies Created option from the drop down menu. G-Accon for HubSpot provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically.
You have the ability to set up the Date Range (To and From) dynamically. The report data will be calculated based on the selected Date Range.
There are required attributes for Companies Created report:
- To Compare with (from 1 to 24 periods) previous periods
- Sort Previous Periods
G-Accon for HubSpot provides also the optional features that might be useful for your business such as Change Pull Settings. Change Pull Settings allows you to perform the following operations:
- Create a new Google Sheet
- Display Report Title
- Keep Original Formatting
- Exclude Auto Refresh
- Retrieve headers
- Create a Data Table around pulled data
- Freeze Data Table Header
You can also enter the start cell, for instance, A1 and the name of the template (Template Name) in Template Name field.
To execute the process, click on the “Execute” button. The Companies Created details will be populated on the Google Sheet.
How to schedule automatic refresh?
To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto refresh and notification processes. Automatic workflow allows users to create different workflows, include specific templates, set up the different schedules for different workflows, notify the customers, clients, and the team members using different automatic notifications within the same spreadsheet. See the Automation process for further explanation.
How to modify your report and update your template at the same place?
You are in the middle of the refresh process and you realize you need to modify your report. You need to select Add-ons -> G-Accon for HubSpot -> Update/Modify/Delete Templates for Current Sheet
Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.