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HubSpot

HubSpot is a CRM platform that connects everything scaling companies need to deliver a best-in-class customer experience in one place. Our crafted, not cobbled solution helps teams grow with tools that are powerful alone, but better together.

What you can do with HubSpot and Profit.co Integration?

  • Profit.co helps you to integrate HubSpot with your accounts and automate Key results progress.

Configure HubSpot in Profit.co

Note: Only Super Users can be able to configure the Profit.co <> HubSpot Integrations.

  1. Step 1

    Navigate to Settings from the left navigation panel. Click on Integrations, select the Business Level tab, and click the HubSpot Manage Button.

    Step 1 screenshot

  2. Step 2

    Now click on the Sign in to HubSpot button.

    Step 2 screenshot 1

    Enter the Connection Name and Click on Sign in to HubSpot.

    Step 2 screenshot 2

    Once you click on it will automatically navigate to the HubSpot page. Once you provide access to Profit.co, it will automatically make the connection.

    Step 2 screenshot 3

    To set the Visibility and Sync Frequency, click the Edit button.

    Step 2 screenshot 4

    Once you click on the Edit option, you can set the Visibility and Sync Frequency in the settings.Example: If the Check-in Frequency is set to Every Friday, the system will update progress every Friday.

    Step 2 screenshot 5

  3. Step 3

    Now, create a key result using the Form in Profit.co where you want to integrate the HubSpot in a key result.

    Note: HubSpot supports Increase KPI, Decrease KPI, or Control KPI type.

    Enter the Key Result name, and choose the required Key Result type and KPI.

    Select the Automate Check-ins and choose HubSpot from the Connection dropdown.

    Step 3 screenshot

Select the Name, you will find two options:

Org Level– Captures data from the entire HubSpot account. Metrics are aggregated across all teams based on the selected owner, pipeline, stage, and date range. Team Level– Captures data specific to a single HubSpot team. Metrics are calculated for the selected team and its members based on the chosen activity, owner, and date range.

Org Level Configuration

On the Connect to HubSpot tab:

  • Choose the required Connection, Level, KPI, and other required fields.
  • The Current Value will be displayed automatically.
  • Click Add.
Org Level Configuration screenshot

The HubSpot-supported KPIs are below, and you can choose which is required.

Team Level Configuration

On the Connect to HubSpot tab:

  • Choose the required Connection, Level, Team, Owner, Activity, and other required fields.
  • The Current Value will be displayed automatically.
  • Click Add.
Team Level Configuration screenshot 1

Then, click the Create button.

Team Level Configuration screenshot 2

Once the key result is created, dragging the slider will automatically retrieve the current Value from the HubSpot. Click on the Check-in button and complete the Check-in.

Team Level Configuration screenshot 3
Team Level Configuration screenshot 4

If you check in, you’ll be redirected to the review page. Finally, you can update it to make progress toward your key result.

Team Level Configuration screenshot 5
Team Level Configuration screenshot 6

Note: The system will automatically capture and update data from HubSpot every 24 hours.