Connect HubSpot

Connect HubSpot so a revenue goal follows your CRM. Brev reads HubSpot and never changes it.

What you get from HubSpot #

• A Metric goal that updates from a HubSpot number, such as a deal count or a list's size.
• A check-in on the goal each time the number changes.

Connect HubSpot #

1. In Settings, click Connections, then type HubSpot in Search connections.
2. On its row, click Connect. The row may say Operator access: auto-track uses that same connection.
3. Sign in to HubSpot and approve access. If you belong to several HubSpot accounts, pick the one to connect.

Track a HubSpot number #

A new HubSpot connection tracks through Describe a value, where you say the number you want in words. The item picker below appears only on a HubSpot connection made before that change.

1. Open a Metric goal and click Auto-track. Under Ready to track, pick HubSpot.
2. If the dialog opens on Describe a value in HubSpot, say what to measure, check the preview and today's value, then click Connect. That finishes the task. Otherwise, continue with the next step.
3. Pick a HubSpot list and click Continue.
4. For a list of deals, choose a pipeline under Select a pipeline, then a stage.
5. Under Track by, pick Deals Count or Deals Amount. A contact, call or company list offers its own count instead.
6. Next to Connect, pick how often to refresh: Every 30 minutes (the default), Hourly, Every 4 hours, Daily or Weekly. Then click Connect.

After you connect HubSpot #

Brev reads the value at the frequency you picked. At Every 30 minutes, it reads every 30 minutes from 7 AM to 7 PM on weekdays (Sydney, New York or San Francisco time). Otherwise, it reads every 4 hours.

• To read it now, click the refresh icon on the goal's connection. An unchanged value adds no check-in.
• To see what it reads, hover over the connection or click its gear. The gear also changes the frequency.
• You can still add your own check-ins, for example to explain a change.

For every option, see CRM (HubSpot, Salesforce).