How do I create a data source in HubSpot?

Once you have created your dataset, you can use it to create reports and analyses.

To create a data source in HubSpot, follow these steps:

1. Go to Reports > Data Management > Datasets.
2. Click Create dataset.
3. Give your dataset a name and description.
4. Select the data source type. You can choose from:
   • CRM data sources, such as contacts, deals, and opportunities.
   • Marketing data sources, such as email campaigns, landing pages, and social media posts.
   • Sales data sources, such as calls, meetings, and quotes.
   • Other data sources, such as Google Analytics data or Salesforce data.
5. Select the fields you want to include in your dataset.
6. Click Create.

Once you have created your dataset, you can use it to create reports and analyses.

Here are some additional tips for creating data sources in HubSpot:

• Give your data sources descriptive names. This will make it easier to find and use them later.
• Select the right data source type. Make sure you select the data source type that contains the data you want to include in your dataset.
• Select the right fields. Only select the fields that you need for your dataset. This will help to keep your dataset small and manageable.
• Test your data sources. Once you have created your dataset, test it to make sure it is working properly. You can do this by creating a report or analysis that uses the dataset.

By following these tips, you can create data sources that will help you to better understand your data and make better decisions for your business.