What you get with HubSpot
With HubSpot connected, Brev can use HubSpot as a source of truth for KPI tracking, including:
Connecting HubSpot data directly to Metrics (via Auto-track)
Automatically updating metric values as your pipeline and lifecycle data changes
Improving AI summaries/insights by grounding updates in real CRM data
Full visibility of sales and marketing KPIs inside your Goals and KPI Dashboard
Connect HubSpot
Go to Integrations
Find HubSpot and click Connect
Authenticate with HubSpot and approve permissions
Select the correct HubSpot account (if prompted)
Connect HubSpot to a Metric Directly
Create a Metric, select Auto-track, and select HubSpot
Authenticate with HubSpot and approve permissions (if prompted)
Brev integrates with the Lists function within HubSpot. Select the specific List
Pipeline $ (open pipeline, weighted pipeline, etc.)
Closed-won $ (revenue/bookings)
# of deals (created, in stage, won)
# of new leads / contacts (created in a timeframe)
Lifecycle conversion counts (e.g., MQLs, SQLs — depending on your setup)
Set any filters you need (stage, progress stage, etc)
Click Save and complete any other fields in the metric dialogue.
Click Create metric
Success check: HubSpot shows as Connected in the metric and appended to the metric creation dialogue.
Viewing and refreshing your metric
After you save:
You’ll be brought back to your goal view where the metric is created
A HubSpot icon will appear on the metric/goal showing it’s connected
You can hover to see more details, and click to refresh the data
Note: Brev will sync with HubSpot on a regular cadence, but you can always force a refresh.
More Questions?
As always, feel free to reach out to us at [email protected] with any questions or directly chat with us in the Brev app.