ℹ️ Available on Supreme.
Our HubSpot integration automatically updates your goals based on a report in HubSpot.
Enabling the HubSpot integration
ℹ️ This requires Superadmin rights.
To enable the HubSpot integration:
Click 'Enable'.
Click 'Connect'.
Allow Access.
Click Finish.
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.
Select HubSpot under Integration.
Select a Metric.
Select a Timeframe.
Click Save.
Important notes
Perdoo will check once a day for any changes — between 12-1AM CET — and will update if a change has been made.
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.