Quick tipHow toSmart CRM

Join data sources in a dataset

Join keys or the advanced view.

Subscription
Data Hub Enterprise
Permissions
Datasets access
Time
2 min · Advanced
Last verified

Short answer

HubSpot's KB: choose a primary data source, then add sources. Data join shows a graph of the join type. Use join keys to match left and right table columns, or the advanced join view from the Sources tab menu.

1. In HubSpot

The relevant screen in my demo portal.

Create report chooser with Template report library, Custom report, Single-object report, Customer journey report and Attribution report
Custom report (1), single-object (2), and templates (3).

2. Worth knowing

Datasets need Data Hub Enterprise.

3. Related

Datasets in workflows and reports.

Sources

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One email when a new article publishes.

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