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Hubspot

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.

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.

  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.

3. Click on "Add external content"

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

5. Click on create, and voilà, you're all good 🎉🤩

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

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