Articles on: Peoplelogic Optimize

What Events Does Process From HubSpot CRM? uses the latest HubSpot REST API to aggregate events from the HubSpot accounts that the API token has access to.  Out of the box we aggregate the following events:

Company Created
Company Updated
Contact Created
Deal Contract Sent
Deal Stage Changed
Deal Date Changed
Deal Won ✅
Deal Lost ✅
Deal Created ✅
Call Event Created ✅
Meeting Event Created ✅
Task Event Created ✅
Note Event Created ✅
Engagement Updated
Email Event Created ✅
Task Event Completed
Task Event Deferred ✅

Advanced Insights

Lexi can also use the HubSpot CRM data to produce advanced insights, not simply event data.  Those advanced values to query are:

time to closed won ✅  
time to closed lost ✅
opportunity (count of total opportunities)
lead time to opportunity ✅
opportunity amount
opportunity amount won
opportunity amount lost

For more sample queries, including these advanced sales queries, check out the Lexi Query Library.


Additionally, Peoplelogic aggregates the following metadata for HubSpot CRM events.  This data may be used in advanced models and may not be queried directly:

Company Domain
Company Owner
Lead Lifecycle Stage
Lead Status
Lead Owner
Lead Email
Lead Status
Lead Domain
Engagement Email Address
Deal Stage
Deal Owner
Deal Primary Email
Deal Domain
Deal Probability
Deal Days to Close

Updated on: 17/11/2023

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