Let’s see how you can monitor all the transaction of the respective contacts in the HubSpot.

• Visit your HubSpot account.
• Navigate to Contacts.
• Search and click on the Contact that you wish to view transaction history of.
• After this, switch to Activities.
• Find the activity by date or scroll down to find “Form Submission”.

• The contact details will be listed in the timeline event as above.

To view the transaction amount, status and transaction ID, you can view all of this in FormPay (under Transactions).

The post How to view transaction history in HubSpot for desired contacts? appeared first on MakeWebBetter Support.

Say, you want to create a report to monitor your customers’ demographics (country). Follow these simple steps.

• In your HubSpot account, go to Reports and select reports from the drop-down.
• On the top-right corner, click the Create Report button.
• Choose Single Object report type on the next page.
• Then, choose Contacts on the next page. And then, click Next.
• Under Properties filters, select the desired filter by clicking on it.
• Once done, choose visualization i.e. how you want to display the data in the dynamic report.
• Finally, click Save from the top-right corner.

The post How to create reports in HubSpot with FormPay data? appeared first on MakeWebBetter Support.