Hubspot guide

In this section we'll take you through how to work with the Hubspot data source and how you can customize your widgets to get your most important metrics on your dashboard

Add a widget and select Hubspot from the data sources list. Preview our list of pre-built widgets, select one then hit ‘Connect via Hubspot’.

If you have multiple Hubspot accounts, follow these steps:

As well as the preconfigured options you’ll see when you go to add a new Hubspot widget, there are many ways you can adapt your data so it shows exactly what you’re looking for.

Change the account, the metric you’re tracking, the visualization type, apply a different time frame, and add filters to break out specific data such as close date, owner, lead status and more.

See the video below for a quick overview of ways to customize your Hubspot widgets.

Customizing a table of created deals

To share more detail about your deals or to hone in on specific deal types use the Created Deals Overview when setting up a new Hubspot widget and adapt this to suit your needs. See how you can build a table of data that suits your team in this quick video.

If you made it here you've covered everything you need to get you started building widgets with Hubspot. If there's something we haven't covered here that you need help with, please take a look at our Help Center or drop our Support team a message.

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