Track HubSpot data in Geckoboard

In this article, we'll show you how to display information from your HubSpot account on your Geckoboard dashboard.

The HubSpot integration has been designed for the HubSpot product. Adding this data to a dashboard allows you and your team to keep track of leads, see how your funnel looks and, above all, stay on track.

Important note

All future changes will be applied to the HubSpot integration with the beta marker . As this integration is currently being developed, you may see additions and improvements to it over time. If you discover any bugs, or would like to share any feeback or feature requests for this integration, please email us at support@geckoboard.com.

Looking for information on the legacy integration?

You can find out about this here.

Create a new HubSpot widget

To create a HubSpot widget, follow these steps:

  1. Click Add widget, located in the top right of your dashboard.
  2. Search for HubSpot using the Search sources field.

    Alternatively, you can also scroll down the alphabetical list of integrations until you reach the HubSpot integration.
  3. Click on the HubSpot integration.

Note

Is this is your first HubSpot widget? You'll need to connect your HubSpot account to Geckoboard.
If not, you can skip to configuring your HubSpot widget.

When adding your first HubSpot widget, you'll be asked to create a connection and authenticate your HubSpot account so that we're able to collect your data and display it on the dashboard. You only need to create this connection once – we'll take care of the rest.

To connect your HubSpot account with Geckoboard, follow these steps:

  1. Add a name for the connection. This will allow you to keep track of which account the connection uses or to distinguish between multiple connections.
  2. Click on the Connect button.

    Our HubSpot integration uses oAuth to connect to HubSpot, so if you're already logged into HubSpot on your browser, you will jump straight to the widget configuration screen after a few seconds.

    If you're not logged in to HubSpot, a popup window will appear and allow you to log in for account authorization.
  3. You're now ready to configure your first HubSpot widget!

Creating multiple HubSpot connections

You may need to create HubSpot widgets using a different account to the one you used to create your first HubSpot widget.

Example

If you want to create a dashboard for the sales teams of both mycompany and yourcompany, you would need to connect separately to these accounts within Geckoboard.

In these cases, you can follow the instructions below to connect a different account or select it for the widget you're creating:

  1. Make sure that you are logged in to the correct HubSpot account elsewhere in the browser or logged out of HubSpot completely.
  2. Click Add widget, located in the top right of your dashboard.
  3. Search for HubSpot using the Search sources field.

    Alternatively, you can also scroll down the alphabetical list of integrations until you reach the HubSpot integration.
  4. Click on the HubSpot integration.
  5. From the top right hand corner of the widget configuration page, click on the name of the HubSpot connection being used to create the widget.
  6. Select the connection you need or click on the Add account option to make a new connection
  7. Add a name for the connection. This will allow you to keep track of which account the connection uses or to distinguish between multiple connections.
  8. Click on the Connect button.

    If you're already logged into HubSpot on your browser, you will jump straight to the widget configuration screen after a few seconds.

    If you're not logged in to HubSpot, a popup window will appear and allow you to log in for account authorization.

Build your own HubSpot widget

The widget configuration screen enables you to select the metrics you want to show, as well as choosing the visualization you'd like to use and adding any filters to the data.

You'll see a preview of the widget as you create it. This will use real data from your HubSpot account.

Each time you make a change you'll see a message at the bottom left of the preview to indicate whether we're still collecting this data or whether it's complete.

To configure your HubSpot widget, follow these steps:

  1. Use the dropdown menu to select the Metric you'd like to display.
  2. For some metrics, we'll need more information on how you would like the metric to be presented. In these cases, an additional dropdown will appear to the left of the metric name and you can select the value you're looking for.
  3. If you're creating a line or column chart, you may wish to compare more than one metric within the same chart. You can choose Select multiple... from the dropdown Metric menu to select extra metrics to visualize. Once this has been done you can use the Add metric button below the dropdown menu to add more metrics.

    Tip

    It is possible to compare up to 9 different metrics with a line chart and up to 3 different metrics with a column chart. You can also delete any metrics that you do not wish to include by clicking on the X to the right of the metric name.

    Note

    It is only possible for us to compare metrics which are measuring the same type of value. It is not possible to compare a percentage with a duration on the same chart, for example. 

  4. Select the visualization you want to use from the options below the metrics.Visualisation_types.png
    Not all visualizations are appropriate for all metrics and we will only show the visualizations that will be able to provide data for your chosen metric(s).

    Tip

    Using appropriate visualizations can make a world of difference while consuming your dashboards and can help inspire action. We’ve created this handy flowchart which makes it easy to identify the best visualization for the metric you're looking to display.

  5. Select a Time value that you'd like to see data for.

    You can use the Past 7, 14, 28, 30 or 90 days option to track the previous 7, 14, 28, 30 or 90 full calendar days, or the TodayThis week, or This month option to show the calendar day week, or month in progress. It is also possible to use a Custom timeframe.

    Note

    We always count the week as beginning on a Monday in this HubSpot integration.

  6. If you are using a line chart or number widget, you may want to show a comparison to the same metric over the previous time period.
     

    Important note

    A number widget can have either a comparison or a goal but not both. If you add a goal, the comparison will no longer be visible.

  7. You may need to Group your data by a particular value in order to create a chart, leaderboard or table so that we know which values to use for rows or labels or for the horizontal axis of a chart. For example, it's possible to see your deals calculated by stage, as well as showing them by time.

    This option is expressed in different ways for different visualizations: 
  8. If you're creating a line or column chart, and haven't chosen additional metrics to compare, you may want to split the data, for example to show performance for particular pipelines or deal names within the same chart.  

    Tip

    It is only possible to use the Split by option when looking at a single metric.

    Warning

    As with additional metrics, the maximum number of columns available is 3 and the maximum number of line chart series is 9. If more than this is available, you will not see all of the available data.

  9. Add any optional Filters to refine this data and click on the Apply button.

    When adding filters, you'll be taken to a new menu and can choose a filter from the dropdown options and a value that you'd like this filter to match. Most filters allow you to select that it is or is not a specific value or that the filtered option has any value or has no value.

    Time based filters, such as Created at allow you to select a timeframe of the Past 7, 1428, 30, or 90 days or TodayThis week, or This month.
    It is possible to assign multiple values to the same filter but not to use the same filter more than once within the same widget. You could see the same data by filtering to show only those values that the data is or to show only those values that the data is not but you could not choose both of these options.

    Example

    If you'd like to see only deals that aren't yet closed, you could apply the filter Stage is and the options Scheduled Meeting, Qualified To Buy, Presentation Scheduled, Decision Maker Bought-In, and Contract Sent, or you could apply the filter Stage is not and the options Closed Won and Closed Lost 

  10. If necessary, enable the option to set a Goal and fill in your goal value. You can also specify whether it's a Less than or More than goal. If the metric is a duration, you'll need to complete the goal in days, hours and minutes in the separate boxes for each. 

    Warning

    If you are using a number widget with a comparison, this will be disabled when you add the goal. It is not possible to show both a comparison and a goal within a number widget.

  11. You can use the Fine-tune Menu to change the number of decimal places used or add additional information about the values being displayed. Instructions for this are available here.
  12. Click on the Add to dashboard button.

Which metrics are available in this integration?

The following metrics are currently available in the HubSpot integration:

  • All deals.
  • Created deals.
  • Closed deals.
  • All contacts.
  • Created contacts.
  • Average (mean), Median, Maximum, Minimum & Sum:
    • Value of all deals.
    • Value of created deals.
    • Value of closed deals.

Tip

If you're not sure which metrics to track, you might be interested in our SaaS Metrics Generator, which can help you find the right metrics and learn more about them.

HubSpot widgets refresh rate

Visualizations powered by the HubSpot integration refresh every 10 minutes.

Features of the Legacy HubSpot integration

The Legacy HubSpot integration used a number of preset widgets. The table below shows which widgets are available in this integration, how frequently they refresh and whether it is possible to recreate the data in our New HubSpot integration:

  Refreshes every Available in New HubSpot integration? Comments
New Contacts Number Stats 15 minutes  
Visits Number Stats 15 minutes  
Visits Line Chart 15 minutes  
New Contacts Line Chart 15 minutes  

Important note

Please ensure you are connecting to a paid HubSpot Marketing (Basic, Professional, or Enterprise) account with access to the Content and Business-Intelligence scopes.

Configuring your Legacy HubSpot widget

To configure your Hubspot widget, follow these steps:

  1. On the main HubSpot integration page, choose from the available visualization options. We can display new contacts data or visits to your landing pages as either Line Charts or Number widgets.All_widgets
  2. Once selected, use the drop-down menu to select the Filter, Source and Time period you'd like to display.widgetConfigScreen
  3. Click Add widget and your widget will be added to your dashboard.widgetDisplay
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