Tracking how many meetings were booked from specific campaigns like LinkedIn ads or email marketing is a common goal for marketing and sales teams. While Campaign attribution lives under the Contacts object in HubSpot, Meetings are logged in a separate object with no direct campaign info or Contact ID.
To bridge this gap and report on meetings by campaign in Databox, here’s a setup that reliably links meetings back to their campaign source.
Step 1: Associate Meeting Links with Campaigns in HubSpot
Before creating any metrics, you need to ensure each campaign uses a unique meeting link:
In HubSpot, create a separate Meeting Link for each campaign.
In the Meeting Description field, include a reference to the campaign. For example:
DATABOX MEETING (ref: campaign #2).
This reference will later be extracted and used as a breakdown value in Databox.
Step 2: Include specific columns in your Dataset
If you haven't created a dataset yet, go to Data Manager > Datasets or click here to create one.
Include the following columns in your dataset:
Data Source
View
Columns
HubSpot CRM
Meetings
Meeting description
Activity date
Step 3: Extract Campaign Info from the Meeting Description
Once your Dataset is set up, edit it and add a new calculated column to extract the campaign reference. Use the following formula:
IF(FIND($Meeting_description, 'ref:') > 0, REPLACE(REGEXEXTRACT($Meeting_description, 'ref:([^\)]+)'), 'ref: ', ''), '(not set)')
This formula checks if “ref:” is present and extracts everything after it. This will become the campaign name tied to that meeting. Name the new column Meeting Referral (calculated).
Step 4: Create a Custom Metric
Now that your Dataset includes campaign info, you can build a Custom Metric:
Field
Value
Measure
Id
Date
Activity date
Dimension
Meeting Referral (calculated)
Aggregation
Count
Filters
(optional for meeting outcomes or other filters)
This setup lets you report on how many meetings were driven by each campaign which will help bridge the attribution gap between Contacts and Meetings in HubSpot.
For more: How to create Datasets.