Who this is for
| Company type | Sales-led B2B, marketing and CS on HubSpot |
| Connector | HubSpot CRM |
| Teams | Sales, marketing, customer success, RevOps |
Get started
Connect HubSpot
Authorize HubSpot OAuth from
Connectors. See Add connectors.Run catalog sync
Sync contacts, companies, deals, and tickets. See CRM sync.
See it in Vizkraft
Your data
HubSpot objects this cookbook focuses on:| Object | What you will analyze |
|---|---|
| Contacts | Lead source, creation date, lifecycle stage |
| Companies | Account size, segment, health |
| Deals | Stage, amount, owner, close date |
| Tickets | Priority, status, resolution time |
| Products | Optional — line items on deals |
Objects to prioritize during catalog sync
- Deals — pipeline and revenue
- Contacts — lead acquisition
- Companies — account-level health
- Tickets — support SLA
Dashboards to build
Sales pipeline
Answers: Is the team on track to hit quota? Include pipeline value, win rate, average deal size, and closed deals KPIs; deals by stage; and created versus closed over time.Lead acquisition
Answers: Where are new leads coming from? Include new contacts and MQL KPIs; contacts by source; and contacts created over time.Support SLA
Answers: Is support keeping up with demand? Include open tickets and average resolution KPIs; volume by priority; and overdue tickets table.Account health
Answers: Which accounts have risk signals? Combine companies with open tickets and active deals; show deal stage distribution.Questions to ask by role
| Role | Questions to try |
|---|---|
| Sales rep | How many deals closed this quarter by pipeline stage? |
| Marketing | Show contacts created in the last 30 days by source. |
| CS lead | Which companies have open tickets and an active deal? |
| RevOps | What is average deal cycle length by segment? |
Example conversations
Pipeline by stage
Ask: How many deals closed this quarter by pipeline stage? You should see stage breakdown with win rate and pipeline value context. Try next: Filter to enterprise segment only, then ask about average deal cycle length by segment.Metrics worth defining
Add HubSpot-specific definitions to Connector memory:- Pipeline value — sum of open deal amounts
- Win rate — closed-won deals ÷ total closed deals
- MQL — your team’s marketing qualified lead criteria
- Deal cycle length — days from deal created to closed-won