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Hubspot Safematch Onboarding

  • Updated

Recommended KPI 1 and KPI 2 for Clients:

For many clients, typically “Sales” is used for KPI-1 and “Appointments” is used for KPI-2. These are not the required data types but recommended for best results.

Required Columns for Upload:

  • Company Name
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Sale Date (CreateDate)
  • Appointment Date (this can be customized)

Additional Fields:

  • Transaction Amount (Amount)
  • Full Name
  • First Name
  • Last Name
  • Home Phone
  • Work Phone
  • Cell Phonetag_1 (Line item or Product Name)
  • Email

 

HubSpot Report Configuration:

  1. Navigate to Deals: Log in to HubSpot, go to CRM in the left sidebar, and select Deals.
  2. Switch to List View: If you are looking at the Kanban board, click the list icon (top left) to switch to a table view.
  3. Set Your Date Filters:
    • Click Advanced filters at the top. Add a filter for Create Date or your custom Appointment Date and select the requested timeframe (e.g., Last 30 Days).
  4. Edit Columns:
    • Click Edit columns on the right side of the table. Search for and check the boxes next to: Create Date, Amount, Deal Stage, Original Source, and your specific Appointment Date property. Then click Apply.
  5. Export the File:
    • Click the Actions dropdown menu in the top right and select Export view. Select CSV or XLSX as the format. Choose "Include only properties in columns" to ensure the file is clean and matches our format. Click Export.