HubSpot CRM

info

Our out-of-the-box widgets help you to track your sales team activities.
The Sales managers have a better visibility of their sales team and a bird-eye view of their critical deals in the pipeline.
You can consider StatStr as a single source of truth for tracking high value deals, number of won deals vs lost deals and a lot more.

Go inside your workspace.
Click on the Integrations from top right side and go to the Integrations tab.
Click on Add button for the integration that you want to onboard.
Fill in the mandatory parameters under the integration Config form.
Enter your HubSpot account URL for example: https://app.hubspot.com
Enter your HubSpot access token. To generate the access token you need to create a private app in your HubSpot account.
Please follow the HubSpot private app creation steps to generate the HubSpot access token
Give only "Read" permissions scope for your private app. Scopes determine what your app can access and do in HubSpot.
Please check the below screenshot for assigning the right scopes to your app
Click the Submit button. You will get a success message once your data source credentials are verified.
Note: It will take few minutes to sync your data into our platform.
Now click on the Dashboards from the top bar. Toggle the Edit button and start adding the widgets from our widget library.
Once all the required widgets are added, click on the Save button and exit the Edit mode.

Voila! You are done! Now visualize your important CRM indicators under a single dashboard.