Guide: Using HubSpot with SegMetrics

SegMetrics gives HubSpot customers a best-of-class look inside how their marketing is performing: what’s working and what’s wasting marketing dollars. 

With SegMetrics & HubSpot, you can get Data Collection from various sources into one single customer record. 
You will also have the ability to analyze that data on various levels, filtering by tags, actions, ecommerce records, custom fields, etc. 
With SegMetrics' connection to the HubSpot app, you can easily report on your marketing performance and keep your KPIs and contacts synced with SegMetrics.

Integration Overview

Here's how the HubSpot integration works with SegMetrics' data analysis engine:

SegMetrics takes all the purchases you have in your payment processor and connects them (by email address) to the contacts you have in HubSpot.

And the best part is, you don't need to import the orders or tag people in a special way: they just need to be in your HubSpot account!

Connecting HubSpot to SegMetrics

When you start your SegMetrics trial, you'll be asked to choose HubSpot as your main CRM

Note: The Hubspot app is only available on certain SegMetrics plans. See our plans and pricing here.

Click the Get Started button to authorize HubSpot with SegMetrics:

Next, you’ll be prompted to connect your HubSpot account to SegMetrics.

Frequently Asked Questions

How much historical data is synced when you first connect HubSpot CRM to SegMetrics?

When you connect HubSpot as your CRM in SegMetrics, all of your historical data is initially synced. 

What HubSpot CRM permissions do you need to connect HubSpot to SegMetrics?

To connect a HubSpot CRM account in SegMetrics, you will need Sales Access enabled. This can be set by an admin user in the HubSpot account. 

Pro Tip: If you did not have the appropriate permissions when you initially connected your HubSpot CRM integration, you will need to reconnect the HubSpot CRM integration once your permissions have been updated. 

How do I uninstall the HubSpot app?

If you need to uninstall the HubSpot app at any time, go to your just go to your Integrations page, and click the "Disconnect" button under HubSpot.

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