HubSpot Integration

Track CRM, marketing, and sales metrics from HubSpot

Overview

The HubSpot integration provides comprehensive CRM and marketing metrics including contacts, deals, email campaigns, and sales pipeline data.

What you’ll track:

• Total contacts and new contacts
• Deals and pipeline value
• Email campaign performance
• Form submissions
• Landing page conversions
• Sales activity metrics

Prerequisites

Before connecting HubSpot, ensure you have:

• A HubSpot account (Free, Starter, Professional, or Enterprise)
• Admin or Super Admin access to your HubSpot portal
• A Dashtray account (any tier)

Connection Steps

1. Navigate to Integrations

   1. Log in to your Dashtray account
   2. Click Integrations in the sidebar
   3. Find HubSpot in the Growth category
   4. Click Connect
2. Authorize HubSpot

   You’ll be redirected to HubSpot’s OAuth authorization page.

   1. Select your HubSpot account
   2. Review the requested permissions (read-only access)
   3. Click Connect app

   Dashtray only requests read-only access to CRM and marketing data. We never have permission to modify contacts, deals, or campaigns.

3. Initial Data Sync

   After authorization, Dashtray will:

   • Fetch your last 90 days of data
   • Import contacts and deals
   • Sync email campaign metrics
   • Calculate pipeline value

   This usually takes 2-3 minutes depending on data volume.

4. Verify Connection

   Check your Overview dashboard to see:

   • Total contacts card
   • Deals pipeline value
   • Email campaign metrics
   • Form submission counts

Available Metrics

Contact Metrics

Metric	Description	Unit
hubspot_contacts	Total contacts	count
hubspot_new_contacts	New contacts today	count
hubspot_contacts_week	New contacts this week	count
hubspot_contacts_month	New contacts this month	count

Deal Metrics

Metric	Description	Unit
hubspot_deals	Total deals	count
hubspot_deals_open	Open deals	count
hubspot_deals_won	Won deals	count
hubspot_deals_lost	Lost deals	count
hubspot_pipeline_value	Total pipeline value	USD

Email Campaign Metrics

Metric	Description	Unit
hubspot_emails_sent	Emails sent	count
hubspot_email_open_rate	Email open rate	percentage
hubspot_email_click_rate	Email click rate	percentage
hubspot_email_bounce_rate	Email bounce rate	percentage

Form Metrics

Metric	Description	Unit
hubspot_form_submissions	Form submissions	count
hubspot_form_conversion_rate	Form conversion rate	percentage

Webhook Setup (Optional)

For real-time updates, configure HubSpot webhooks:

1. Get Webhook URL

   1. Go to Integrations → HubSpot → Settings
   2. Copy your unique webhook URL

   https://api.dashtray.com/webhooks/hubspot/{your-project-id}
   
2. Add Webhook in HubSpot

   1. Go to HubSpot Settings
   2. Navigate to Integrations → Webhooks
   3. Click Create subscription
   4. Paste your Dashtray webhook URL
   5. Select events to listen for:
      • Contact creation
      • Contact property change
      • Deal creation
      • Deal stage change
      • Email campaign sent
   6. Click Create
3. Verify Webhook

   Create a test contact in HubSpot.

   The metric should appear in Dashtray within seconds.

Troubleshooting

Connection Failed

Problem: OAuth authorization fails or times out.

Solutions:

• Ensure you have admin or super admin permissions
• Check that you’re logged into the correct HubSpot account
• Try disconnecting and reconnecting
• Clear browser cache and cookies

No Data Showing

Problem: Metrics don’t appear after connection.

Solutions:

• Wait 2-3 minutes for initial sync to complete
• Click Refresh on your dashboard
• Verify you have contacts or deals in HubSpot
• Check that your HubSpot account is active

Incorrect Pipeline Value

Problem: Pipeline value doesn’t match HubSpot dashboard.

Explanation:

• Pipeline value includes only open deals
• Closed won/lost deals are excluded
• Currency conversion may affect values
• Deal stages may filter differently

Solutions:

• Compare with HubSpot’s pipeline report
• Check deal stage configuration
• Verify currency settings match

Webhook Not Working

Problem: Real-time updates aren’t appearing.

Solutions:

• Verify webhook URL is correct
• Check webhook subscription is active in HubSpot
• Review HubSpot webhook logs for errors
• Ensure selected events include contact/deal changes

Data Refresh

Manual Refresh

Click Refresh on your dashboard to fetch the latest data from HubSpot.

Manual refresh fetches the last 7 days of data to capture recent changes.

Automatic Sync

Automatic syncing is available on Pro and Scale tiers:

• Pro tier: Every 3 hours
• Scale tier: Every 30 minutes

Webhook Updates

With webhooks configured, updates appear in real-time:

• New contacts: Instant
• Deal changes: Instant
• Email campaign events: Instant

Best Practices

1. Configure Webhooks

Set up webhooks for real-time updates:

• Reduces need for manual refreshes
• Provides instant notification of changes
• More accurate real-time metrics

2. Monitor Pipeline Health

Track pipeline metrics to:

• Identify bottlenecks in sales process
• Forecast revenue accurately
• Optimize deal stages

3. Track Email Performance

Monitor email campaign metrics to:

• Improve open and click rates
• Reduce bounce rates
• Optimize send times

4. Set Up Alerts

Create alerts for:

• Drop in new contacts
• Deals stuck in pipeline
• Low email engagement
• High bounce rates

Security & Privacy

Data Access

Dashtray requests read-only access to:

• Contact information
• Deal data
• Email campaign metrics
• Form submissions
• Landing page data

We never access:

• Contact notes or internal comments
• Email content or templates
• Payment information
• Private company data

Credential Storage

• OAuth tokens are encrypted with AES-256-GCM
• Tokens are stored securely in our database
• You can revoke access anytime from HubSpot settings

Data Retention

Data retention depends on your tier:

• Starter: 3 days
• Basic: 30 days
• Pro/Scale: Unlimited

Disconnecting

To disconnect HubSpot:

1. Go to Integrations → HubSpot
2. Click Disconnect
3. Confirm disconnection

Disconnecting will stop data syncing. Historical data will be retained according to your tier’s retention policy.

You can also revoke access from HubSpot:

1. Go to HubSpot Settings
2. Navigate to Integrations → Connected Apps
3. Find Dashtray
4. Click Disconnect

Next Steps

Create Growth Dashboard

Build a marketing-focused dashboard

Set Up Alerts

Get notified of pipeline changes

Connect Stripe

Correlate deals with revenue

AI Insights

Ask questions about your pipeline

Support

Need help with HubSpot integration?

• Email: [e-mail]
• HubSpot Docs: developers.hubspot.com
• Status: status.dashtray.com