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.

Step 1

Navigate to Settings from the left navigation panel.

settings_menu

Click on Integrations and on the Connectors page, select the Business Level tab and click on the HubSpot Manage button.

settings

Step 2

Now click on the Sign in to HubSpot button.

signin_to_hubspot

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

hubspot_connection

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.

automate_checkins

On the Connect to HubSpot tab, choose the required Connection, Level, KPI, and all the required fields, you will find the Current Value.

Then, click Add.

Note: You can also set the current value as the start value by clicking the Set as start value checkbox.

connect

Once the Key Result is successfully created, click on the Check-in button and complete the Check-in to update the status value in the key result

key_result

checkins

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

update

checkin_progress