HubSpot integration
Leads, lifecycle stages and deal pipeline, answered in chat.
How many contacts moved from lead to MQL this month?
142 contacts moved from lead to MQL this month, up from 118 last month.
| Week | New MQLs |
|---|---|
| Week 1 | 29 |
| Week 2 | 34 |
| Week 3 | 38 |
| Week 4 | 41 |
Next step: MQLs grew every week. Check how many became SQLs before you add budget.
Connect HubSpot and ask ClickBoss about your CRM in plain words: how many leads became MQLs, which deals are stuck, how the pipeline looks by stage. The HubSpot Pipeline Health audit checks it on demand.
Decisions for your team
Are our leads turning into MQLs?
- Found
- 142 contacts became MQLs this month, up from 118 last month.
- Decision
- Keep those campaigns, and check MQL to SQL before adding budget.
- Outcome
- Grow money24 more MQLs than last month
Metrics and dimensions
Information
- Category
- CRM
- Developer
- ClickBoss
- Access
- Read-only. Never edits your account
- Documentation
- HubSpot help center(opens in a new tab)
- Privacy policy
- HubSpot privacy policy(opens in a new tab)
ClickBoss only reads your HubSpot data. It never changes your settings, budgets or records, and you can disconnect it at any time in Settings. HubSpot's own use of your data is covered by its terms and privacy policy.
Frequently asked questions
What HubSpot data does ClickBoss read?
Contacts and their lifecycle stages, such as lead, MQL and SQL, plus deals and deal stages, companies and owners. Access is read-only through HubSpot's CRM permissions, so ClickBoss never edits records. It answers questions about this data in chat and through its pipeline audit.
Does HubSpot data appear in my morning briefing?
Not yet. Today HubSpot works through chat and audits: ask a question and ClickBoss pulls the live numbers, or run the HubSpot Pipeline Health audit. Your 8:30 briefing covers your ad platforms and Google Analytics, and HubSpot answers come whenever you ask.
Which HubSpot account does ClickBoss use?
When you connect, you sign in to HubSpot and approve access, then pick the portal you want ClickBoss to read. Each ClickBoss project uses one HubSpot portal. If you run more than one portal, connect each one to its own project.
How do I connect HubSpot to ClickBoss?
In ClickBoss, open Settings, then Connectors, and choose HubSpot. Sign in with a HubSpot user who can view your CRM, approve read-only access, and pick your portal. Then ask your first question in chat, for example how many leads became MQLs this month.
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