Companies often want to track how different form submissions perform over time. This is especially helpful when capturing answers to key questions through multiple forms on their website.
If you're pushing form submission data into HubSpot, you can report on it in Databox using Metric Builder for HubSpot Marketing. To do this, you first need to create a Smart List in HubSpot.
How to build a Smart List in HubSpot to capture form submissions
You can check out the steps outlined in the HubSpot community or read through the steps below:
in HubSpot, create a new List and select the Contact record as the source.
Add a filter for Form Submissions and select the specific Form you want to capture.
Review and save the list.
How to visualize the Smart List in Databox
Open Metric Builder and select HubSpot Marketing as the Data Source.
Select the Lists tab.
Select the List you want to visualize in Databox.
Set the Data choice field to the option that you want to report on.
Once the Custom Metric is created, you can visualize form submissions month-over-month using a line chart, bar chart, or table, and apply monthly granularity to see trends over time.
For more on pulling Forms through Lists into Databox, check out our help article: Track HubSpot CRM Form Submissions.