Once your Hubspot account has been successfully connected, you may now start mapping Hubspot Data into Hoopla. Follow the steps below to get started
Mapping Metrics
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Within your Hubspot Integration, go to the Map Data section and click on the arrow next to "Mapping Metrics"
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Next, click on the “Map Metrics” button to get started.
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Once clicked, a modal will open up, prompting you to do the following:
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Give the Metric mapping a name (this is for internal use only and will not show up on Hoopla TV)
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Select a sync interval:
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10 minutes
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15 minutes
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30 minutes
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1 hour
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6 hours
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12 hours
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One day (24 hours)
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Select a time range (pull all data that takes place in the specified time range):
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Today
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Yesterday
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This Week
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Last Week
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This Month
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Last Month
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This Year
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Last Year
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Next, select a Data Sets - your options are the following:
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Deal = Closed Won (any Deal marked as "closed won" will be pulled in)
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Calls = Completed (any Call marked as "Completed" will be pulled in)
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Emails = Completed (any Email marked as "Completed" will be pulled in)
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Once you have selected a Data Set has been created, we will reveal six fields that must be selected by the Admin:
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User Type - This refers to a Hubspot role; this field is read-only as there is only one option, Owner.
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Team - This refers to a Hoopla Team; this field is read-only as there is only one option, All Users.
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Date Type - This refers to the field in Hubspot that we will reference when pulling for a specific time range.
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For Deals - we are referencing the "Closed" date field
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For Calls - we are referencing the "Last Updated" date field
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For Emails - we are referencing the "Last Updated" date field
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Calculation Type - This refers to how we will calculate the data; choose from Sum (e.g. total amount of ARR) or Count (e.g. total number of calls)
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Sum means we will sum the total value of all the records, based on the value in the Field record - we will sum Deal values and Call times (this is not an option for the Email Data Set)
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Count means we will count the number of records in Hubspot for that Data Set (e.g. Total MRR / $100K, Talk Time / 57 minutes, Emails Sent Today / 5 Emails)
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Field - this refers to the field we will use to populate your metric.
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For Deals - we will pull the value from the Amount Field
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For Calls - we will pull the value from the Duration Millisecond Field.
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For Emails - this is not applicable.
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Hoopla Metric - select from an existing Metric or create a new metric in this field.
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Click the plus button after the Hoopla Metric Field and click Save.
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Once saved, Hoopla will start syncing data at the specified interval.
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All saved Metric Mappings will be saved within the Create Metrics section.
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You may edit or delete any Metric Mapping by clicking into each one individually.
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