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
Data Source
Views
Columns
HubSpot Marketing
Contacts
Id
Original Traffic Source
Became a Lead Date
b) Include these columns in the HubSpot CRM - Associations Dataset
Data Source
Views
Columns
HubSpot CRM
Company to Contact Associations
Contact ID
Company ID
c) Include these columns in the HubSpot CRM - Companies Dataset
Data Source
Views
Columns
HubSpot CRM
Companies
Id
Last Engagement Type
d) Merge Datasets together
Dataset
Column to join
Operator
HubSpot Marketing Dataset
Id
Left Join
HubSpot CRM - Associations Dataset
Contact ID
Dataset
Column to join
Operator
HubSpot CRM - Associations Dataset
Company Id
Left Join
HubSpot CRM - Companies Dataset
Id
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
Field
Value
Measure
Id
Date
Became a Lead Date
Dimension
Last Engagement Type
Aggregation
COUNT
Filters
(optional) Original Traffic Source - not equal - OFFLINE
Check out the Schema Explorer to learn more about all supported views and columns/properties: