Integrations
aldo and HubSpot
Connect HubSpot and your sales and service KPIs update on their own in your Balanced Scorecard. aldo only reads: it never creates, changes or deletes anything in your HubSpot.
What data it brings in
- Deals, contacts, companies and tickets.
- Calls, meetings, notes and tasks for your contacts.
- Orders, quotes and custom objects, if your HubSpot plan includes them.
- Blog posts, landing pages, forms and their submissions.
KPIs you can track
A few examples, by perspective:
- Financial: value of deals won in the period.
- Customers: new customers, closed tickets and form submissions on your website.
- Internal processes: new deals in the pipeline and meetings with prospects.
How to connect
In three steps: pick HubSpot in aldo, sign in to your HubSpot account and accept. Then choose which data feeds each KPI.
Your data
aldo only reads the records your KPIs need. You can disconnect HubSpot at any time, and aldo stops reading right away.
More about HubSpot
- HubSpot's website: what HubSpot is and its plans.
- HubSpot's service status: if HubSpot has an outage, it posts it there.