ℹ️ Available on Supreme.
Connect HubSpot to Perdoo to update your sales and marketing goals with live CRM data. Build a query on any HubSpot object, such as deals or contacts, and Perdoo uses its result to update a KPI, Key Result, or Initiative.
Once connected, Perdoo updates the goal for you as often as its sync frequency says. For more about progress drivers, see Progress drivers.
Connect HubSpot
Find HubSpot and click Enable (1).
Click Connect and allow access.
Click Finish.
Superadmins can also connect HubSpot in Configure > Integrations. After you connect it, click Settings to choose whether your connection is private or shared with everyone.
Update a goal with HubSpot
Open the KPI, Key Result, or Initiative. To set it up while you add a goal, open Advanced options.
In the Details panel, click Progress driver.
Select Integration and choose HubSpot.
Select your Connection.
Select the Object type, for example Deals, and the Operation, for example a count or a sum.
Select a Timeframe and, optionally, a Date property.
Optionally, add Filters.
Check the preview.
Click Save & Sync now.
Good to know
How often does Perdoo fetch the latest value?
As often as the goal's sync frequency says, for example daily or weekly. Every sync adds a progress update, even if the value hasn't changed. To update sooner, click Update on the goal.
What happens if the connection stops working?
You get an email, and the goal shows a red connection error. Reconnect HubSpot in Personal settings > Integrations.
Can others update a goal that uses my private connection?
Yes. Anyone who can update the goal can fetch the latest value, but only you can change the connection's settings.
What happened to the HubSpot connector for Google Sheets?
We retired it. Use this integration instead. Perdoo also still lists HubSpot (Legacy) in Personal settings > Integrations for existing connections.
Need help?
Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.