> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vizkraft.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot CRM

> Connect HubSpot, build four CRM dashboards, and ask pipeline, lead, and account health questions — modeled on ScaleUp.

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This cookbook is for **sales-led teams** running pipeline, marketing, and support in HubSpot CRM. The examples use **ScaleUp**, a fictional B2B company on HubSpot.

## 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

<Steps>
  <Step title="Connect HubSpot">
    Authorize HubSpot OAuth from `Connectors`. See [Add connectors](/guides/add-connectors).
  </Step>

  <Step title="Run catalog sync">
    Sync contacts, companies, deals, and tickets. See [CRM sync](/guides/crm-sync).
  </Step>

  <Step title="Ask your first question">
    Try: *How many deals closed this quarter by pipeline stage?*
  </Step>

  <Step title="Build the dashboards below">
    Give sales and marketing a shared view of pipeline and leads.
  </Step>
</Steps>

## See it in Vizkraft

<CookbookDemoVideo slug="hubspot-crm" caption="ScaleUp CRM pipeline and leads 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](/features/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