Became a Subscriber w/o Offline by Company Owner [HubSpot CRM + HubSpot MKT]

Follow the Metric Recipe below to create the metric.

1. Configure the dataset

If you already have an existing dataset, ensure that you have the following views and columns included. Read more about how to create a dataset: https://help.databox.com/create-a-dataset

a) Include these columns in the HubSpot Marketing Dataset

b) Include these columns in the HubSpot CRM - Associations Dataset

c) Include these columns in the HubSpot CRM - Companies Dataset

d) Include these columns in the HubSpot CRM - Owners Dataset

e) Create a new Calculated Column to combine FirstName and LastName

1. Edit the Owners Dataset and create a new calculated column by clicking on the + icon on the right side.

2. Insert the following function: CONCAT($FirstName, ' ', $LastName)

3. Rename the column to Full owner name.

4. Save the Dataset.

f) Merge Datasets together

2. Create the Custom Metric

Navigate to Metric Builder and create a new Custom Metric by selecting the dataset created in the previous step. Read more about how to create a custom metric: https://help.databox.com/create-a-custom-metric

Check out the Schema Explorer to learn more about all supported views and columns/properties:

• HubSpot CRM

• HubSpot Marketing