HubSpot Marketing Reporting

Frequently Asked Questions

• How do I connect my Hubspot account to Swydo?

  From your client page in Swydo, open the Data Sources tab and click New Data Source, then choose Hubspot. For most platforms you’ll authorize via OAuth; a few (Klaviyo, CallRail, Call Tracking Metrics, ActiveCampaign) use an API key instead. Once authorized, pick the specific account, property, or page you want to report on. Each one becomes a data source you can drop into any report.

• Can I combine Hubspot data with other platforms in one report?

  Yes. Every Swydo report supports widgets and KPIs from multiple data sources side by side, so a single report can pull from Hubspot, Google Ads, GA4, Meta, and more. For paid-media platforms you can also blend up to five sources inside a single widget — useful for cross-channel ROAS, total spend, or unified conversion tables. Custom blended widgets aren’t available for non-ad platforms, but reports themselves can mix anything.

• Is my Hubspot data secure in Swydo?

  Yes. Swydo connects via OAuth or scoped API keys, encrypts data in transit over HTTPS, and stores access tokens with role-based controls. Swydo is GDPR-compliant and acts as a data sub-processor under a standard DPA. You can revoke any connection at any time, and on account closure all data and credentials are deleted within 90 days. Full details live on Swydo’s privacy and data-storage pages.

• What does Swydo cost, and is there a free trial?

  Swydo offers a 14-day free trial with no credit card required. Pricing is based on the number of data sources, not on users (seats are unlimited) or report volume. The flat plan includes 10 data sources, with a per-source rate beyond that which decreases as you scale. Frequency of reporting doesn’t affect cost. Use the calculator at swydo.com/pricing for an exact quote.

• How does Swydo work around HubSpot's 100-custom-report limit?

  HubSpot’s Marketing Hub caps custom reports at 100, which most growing agencies hit fast. Swydo pulls HubSpot data through the API independently of HubSpot’s report objects, so every Swydo widget is one external query — none of them count against your HubSpot 100-report limit. You can build effectively unlimited HubSpot widgets across all your client reports. This alone is why many agencies move client reporting out of HubSpot’s native dashboards into Swydo.

• Can I report on lifecycle stage progression and contact velocity?

  Yes. Swydo pulls lifecycle stage as a HubSpot dimension, so you can build widgets showing contacts by stage, stage transitions over time, or velocity (avg days from MQL → SQL → Customer). For agencies running demand-gen campaigns, this turns into a powerful client deliverable: ad spend on one side, lifecycle progression on the other, with a clear story about which channels move contacts down the funnel fastest.

• Does Swydo combine HubSpot deals with ad-platform spend for full-funnel ROI?

  Yes. Build a report that combines HubSpot deal pipeline (deals created, deal value, closed-won revenue) with Google Ads, Meta, and LinkedIn spend in the same period. Add a custom metric showing pipeline-to-spend ratio per channel, or closed-won revenue ÷ total ad spend for true ROI. This is one of the highest-impact client deliverables for B2B agencies and isn’t easy to build natively in HubSpot without hitting the report limit.

• Can I track multi-touch attribution from HubSpot in Swydo reports?

  Yes if you have HubSpot’s multi-touch attribution enabled (Marketing Hub Enterprise). Swydo pulls attribution credit by source through HubSpot’s API, so you can build widgets showing first-touch vs last-touch vs linear-attribution credit by channel. Note that if your HubSpot subscription doesn’t include multi-touch attribution, Swydo can only show single-source attribution data — that’s a HubSpot tier limit, not a Swydo limit.

• How does Swydo handle HubSpot custom properties?

  Swydo pulls custom contact, company, and deal properties from HubSpot as filterable dimensions and metrics. Build widgets filtered by a custom property (e.g., “Industry = SaaS”) or grouped by it (e.g., contacts by Lifecycle Stage segmented by Industry). If you’ve added a custom property in HubSpot recently and don’t see it in Swydo, refresh the data source schema from the three-dot menu on the connection.

• Can I report on HubSpot landing pages, forms, and CTAs in one view?

  Yes. Swydo’s HubSpot integration covers landing-page traffic and conversion rate, form submission counts and conversion rate, CTA clicks and click-through rate, and blog views. Build a unified Marketing Hub section showing all four side by side, then layer on traffic-by-source to show which channels drive the highest landing-page conversion rates. Reusable as a template across every HubSpot client.

• How do I get started with Swydo?

  Sign up for a 14-day free trial or start a subscription. Then:

  • Add team members and set permissions.
  • Customize your account with your branding.
  • Add clients to organize and manage your reports.
  • Integrate HubSpot, other data sources from 35+ platforms or upload your own via Google Sheets.
  • Create & share HubSpot reports using templates or custom widgets.
• Do I need technical skills to use Swydo?

  No, Swydo is designed to be user-friendly and self-service, so no technical skills are required to get started quickly. Our setup guides walk you through every step. If you need assistance, our support team is here to help.

• How can I connect my HubSpot account?

  For a quick overview on how to set up your HubSpot account, check out the integration tutorial on our help center.

• What happens if an integration is not available?
  • You can integrate any data with Swydo using Google Sheets integration. 

  • Manually upload your data or use tools like Zapier or Make to automate syncing from thousands of sources. 
  • This keeps your reports up to date with the metrics that matter most.
• Is my data secure with Swydo?

  Yes, Swydo implements  industry-standard measures to protect your information. This includes secure data storage, encryption, and compliance with privacy regulations. Learn more here.

• Do you offer Report Filters?

  Yes, Swydo offers several filter options to help you refine your data and focus on the most relevant insights. Some of the key filter types include:

  • HubSpot Metric Filters: Refine data based on specific metrics (e.g., impressions, clicks, conversions).
  • Date Filters: Filter HubSpot data by custom date ranges or specific time periods (e.g., weekly, monthly).
  • Dimension Filters: Apply filters based on HubSpot dimensions like campaign, ad group, or device.
  • Inclusion/Exclusion Filters: Specify which HubSpot data to include or exclude from your reports.
• Can I have multiple integrations in the same report?

  Yes, you can combine HubSpot data with multiple integrations into one comprehensive report. This allows you to:

  • Create sections with data from different platforms (e.g., Google Ads, Facebook Ads, Microsoft Ads).
  • Build a holistic view of your marketing performance in one place.

  Perfect for multi-channel campaigns and seamless reporting.

• Is my HubSpot data automatically updated in Swydo?
  • Yes! Swydo always displays the most recent data provided by the HubSpot API.
  • While data isn’t updated live in the background, it refreshes when you open a report or manually refresh the page.
  • This ensures you’re always seeing the latest available HubSpot data from your connected platforms.
• How does Swydo ensure my HubSpot data connections stay reliable?

  Swydo actively monitors your data sources to keep everything running smoothly. If there’s a disruption, such as a password change or account update, you’ll receive an alert in the app, and a detailed email with easy steps to resolve the issue.

   

• What happens after my trial ends?
  • You will need to upgrade to a paid plan to continue using Swydo.
  • Your reports and data remain available for 90 days, giving you time to transition.
• What payment options do you accept?

  We accept credit cards (Visa, Mastercard & American Express) and PayPal.

• Can I cancel my subscription anytime?
  • Yes, you can cancel at any time.
  • Since Swydo operates on a post-payment model, you’ll be billed for data sources used in the current cycle.
  • If you cancel today, you’ll still have access until the end of your billing period, but no further charges will apply.
  • Learn more here.
• Can I pause my subscription and reactivate it later?
  • Yes! For $10/month, you can pause your subscription while keeping your reports and data.
  • You can resume anytime you’re ready.
• What happens to my data if I cancel or stop using Swydo?
  • Your HubSpot reports and data stay available for 90 days after cancellation.
  • After 90 days, your account, data, and reports will be permanently deleted
• What type of support do you offer?
  • Our specialists are available 24/5 on weekdays and typically respond within 15 minutes.
  • You can reach us via the chat button on our website or in the Swydo app, or by email to support@swydo.com 
  • Visit our Help Center for documentation and FAQs.
• Do you offer any onboarding services?

  Yes! Our onboarding ensures a seamless start with:

  • Live demos with a specialist (book anytime).
  • Getting Started series with videos and articles.
  • Follow-up emails with tips and next steps.

  While Swydo is self-service, our support team is always available to help set up your first reports.