ℹ️ Available on Supreme.
Our HubSpot integration automatically updates your goals based on a report in HubSpot.
Enabling the HubSpot integration
To enable the HubSpot integration:
Go to Personal settings > Integrations > HubSpot. Superadmins can also go to Configure > Integrations > HubSpot.
Click 'Enable'.
Click 'Connect'.
Allow Access.
Click Finish.
After it's enabled, you can choose to keep the integration private or shared with everyone else under 'Settings'.
How to integrate a KPI, Key Result, or Initiative with HubSpot
When creating a KPI or Result, click on Advanced Options. If the goal already exists, you can edit from the details modal in the right side panel.
Click Progress driver then select HubSpot under Integration.
Select Connection.
Select Object Type.
Select Operation.
Select a Timeframe.
Select Date Property (Optional).
Add Filters (Optional).
Review Preview.
Click Save & Sync now.
Important notes
Perdoo will check once a day for any changes — between 12-1AM CET — and will update in Perdoo if there was a change in the value.
If there is an issue with the connection, you'll see a red connection error status on the goal.
If you'd like to update the goal at anytime, you can click "Update progress" and the latest value will be fetched, or open the integration and click "Save & Sync now".
For a private connection, the lead or anyone with permission to update the goal can manually fetch the value when updating progress, but they do not have access to the integration's configuration/settings.
The HubSpot connector for Google Sheets, the Google Sheets add-on built by Perdoo to pull reporting data from your HubSpot account into a Google Sheet has been retired. It's best to switch to the Native HubSpot integration since it won't be possible to use the Add-on after it's been deleted.
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.