Can Better Analyst change HubSpot data?

No. The connector requests only read scopes and implements no create, update, or delete calls.

Which HubSpot objects can Better Analyst read?

Contacts, companies, deals, tickets, and owners on every portal; line items and custom objects when your HubSpot tier includes them and you approve the optional scopes. You choose which objects each connector includes.

Does it work with large portals?

Yes. Filtered questions use HubSpot search; when a filter matches more than HubSpot search can page through, Better Analyst reads the full object list and applies the same filter itself. Very large exports run in the background.

Does it count against my HubSpot API limits?

Yes. Calls count toward your portal’s API limits, and Better Analyst paces its requests to stay under them.

HubSpot Marketing Report: Leads by Source and Lifecycle

Build a HubSpot marketing report from CRM data: new contacts by original source, lifecycle stage movement and deals influenced, with sample output.

By David Bressler
Published November 10, 2026
Updated November 10, 2026

Summary

A HubSpot marketing report built from CRM data shows where new contacts came from, how far they moved through lifecycle stages, and which sources became deals. Connect a portal to Better Analyst and ask in plain English. The connector reads CRM objects, so email sends and ad platform metrics aren't included.

On this page

Who this report is for
What the report includes
How to build it in Better Analyst from HubSpot
Questions to ask
Sample output
Charts to use
Keep it up to date
Further reading
FAQ

Who this report is for

Marketing managers and agency leads who are asked each month which sources produce real pipeline, not just form fills, and who want one answer that sales and marketing both accept.

What the report includes

Metrics and dimensions in this report

Metric	Source field	Why it matters
Original source	hs_analytics_source	HubSpot's record of how a contact first found you, such as organic search or paid social.
Source detail	hs_analytics_source_data_1	The next level down, such as the specific site or campaign behind the source.
Lifecycle stage	lifecyclestage	Where the contact stands now, from subscriber or lead through to customer.
Create date	createdate	Puts new contacts into the right week or month.
Became an MQL	hs_lifecyclestage_marketingqualifiedlead_date	The date the contact reached that stage, so you can measure speed and conversion by cohort.
Became a customer	hs_lifecyclestage_customer_date	Closes the loop from a marketing source to an actual customer.
Associated deals	associated_deals_ids	Links contacts to deals, so sources can be judged on pipeline as well as volume.
Deal amount	amount	Adds the money, once deals are joined to the contacts behind them.

How to build it in Better Analyst from HubSpot

In Better Analyst, open Connectors, then HubSpot, and select Continue with HubSpot.
Approve read-only access for the portal. You need a HubSpot user who can install apps.
Keep contacts and deals selected in the object list, name the connector and save it.
Open a chat with the connector and ask for new contacts by original source for one month.
Ask to add lifecycle stage conversion and associated deal value, then check the columns against a few contact records you know.

Questions to ask

“How many new contacts came from each original source last month, compared with the month before?”
“What share of last quarter's new contacts from each source reached MQL, and what share became customers?”
“Which source produced the most closed-won deal value this year?”
“Build a weekly lead-flow dashboard by lifecycle stage.”
“How many days does it take contacts to go from created to customer, by source?”

Sample output

Sample data for illustration, not real account data.

Sample data: new contacts by source for one quarter (illustrative, not a real portal)

Original source	New contacts	Reached MQL	MQL rate	Customers	Closed-won value
Organic search	1,840	312	17%	41	$98,400
Paid search	960	221	23%	29	$71,200
Referrals	240	96	40%	22	$83,500
Paid social	1,310	118	9%	7	$12,900
Direct traffic	620	74	12%	11	$26,300

Charts to use

New contacts by source over time (Stacked column chart): How the lead mix shifts from month to month, and which source drives a change.
Lifecycle funnel by source (Grouped bar chart): Which sources keep converting past the first stage rather than only adding names.
Closed-won value by source (Horizontal bar chart): The sources that end up producing revenue, sorted from highest to lowest.

Keep it up to date

Saved HubSpot requests replay on dashboard refreshes, alerts and scheduled Data Flows, so the report stays current without rebuilding it. A scheduled task can send a written summary to the team each month.

Frequently asked questions

Does this include HubSpot marketing emails and ad campaigns?

No. The connector reads CRM objects: contacts, companies, deals, tickets and owners, plus line items and custom objects where your tier includes them. It doesn't read email send statistics or ad reports. Source properties on contacts still show which channels contacts came from.

How do I use custom lifecycle stages?

Name them in your question. The report uses the lifecycle stage values on your contacts. If you added a custom stage or property recently, use Refresh schema on the connector first.

Why do my numbers differ from a HubSpot report?

Check the date property first: a contact's create date gives different totals from the date it entered a stage. Filters, saved views and attribution reports can use different rules as well, so state the exact definition you want.

Will this use up my HubSpot API limits?

Calls count toward your portal's limits, and Better Analyst paces its requests to stay under them. Filtering by date range reduces how much it needs to read.