> For the complete documentation index, see [llms.txt](https://docs.whaly.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whaly.io/embedding/embed-in-business-apps/hubspot.md).

# Hubspot

{% hint style="info" %}
This is the documentation about the integration of Whaly Reports and Questions into Hubspot reports.

If you're looking for the Hubspot data connector documentation, [this is where you can find it.](/connectors/source-catalog/sales-crms/hubspot.md)
{% endhint %}

Hubspot is a CRM system that allows your Sales and your Marketing teams to generate leads, nurture them and track their lifecycle in the sales journey ✨

It is the main tool of your Sales team, so in order to provide them with data, it is best to embed directly any Whaly insights into their main tool 🤗

As Whaly is having an holistic view of your data (Database, Support, Finance, Marketing, ...) it is a good way to bring data that is not present into Hubspot to your Sales team so that they can make better decision 🎉

## Embed a Whaly question in a Hubspot report

1. On Whaly 🐳, generate a sharing link for the report you wish to embed. [You can learn more here.](/workspace/sharing-and-collaboration/share-a-report-by-link.md)
2. On Hubspot, open the report in which you wish to embed your report and click on "Actions 🔽" button at the top right of the screen.

![](https://34758050-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MC1g4I2_CgXd0qAq1P7%2Fuploads%2FTwG3l91Jqp8xWSKQ5epW%2Fimage.png?alt=media\&token=99785288-1e95-4931-a3e7-2a1a3da6a349)

3\. Click on "Add external content"

![](https://34758050-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MC1g4I2_CgXd0qAq1P7%2Fuploads%2F6V4MO08bDUtYuMfdvszZ%2Fimage.png?alt=media\&token=9e5f0f55-fd63-403b-aff3-83c54bec0a5f)

4\. Click on "Other content". In the two fields that appears, enter the name of your imported chart and the URL of your Sharing Link created in step 1

![](https://34758050-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MC1g4I2_CgXd0qAq1P7%2Fuploads%2Fx5Cx6Jee1I821UOQmgXU%2Fimage.png?alt=media\&token=4f5e46d4-49af-46e8-a83f-38655073477a)

5\. Click on create, and voilà, you're all good :tada:🤩

![](https://34758050-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MC1g4I2_CgXd0qAq1P7%2Fuploads%2FsQcplu0BTRjpv9qzjPUS%2Fimage.png?alt=media\&token=958d1bbf-1314-4a61-863a-666afd029883)

You now have access on your Whaly charts directly inside your Hubspot report 👌 


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.whaly.io/embedding/embed-in-business-apps/hubspot.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.