Customer data
HubSpot
Live
Contacts, lifecycle stages, deals, pipeline and closed revenue, cut by source, stage and pipeline.
Live. Collected into the store every day.
Checked against the app on .
What it reads
- Contacts
- Contacts created
- Marketing qualified leads
- Sales qualified leads
- New opportunities
- New customers
- Open deals
- Pipeline value
- Deals created
- Deals won
- Closed revenue
- Average deal size
- Average days to close
How it can be cut
- Contact source, on contacts created
- Deal stage, on open deals and pipeline value
- Pipeline and deal source, on deals won and closed revenue
- Lifecycle stage, on contacts
Status history
- Live
Live. Collected into the store every day.
- In progress
Catalogue seeded and syncing into the store on staging, proven against a seeded test portal.
- Planned
Named in the plan for the store.
Each change here is also an entry on the changelog.
How the figures are kept
- Dated figures such as deals won are backfilled for fourteen months.
- Contacts, open deals and pipeline value are daily snapshots from the day you connect, because HubSpot does not keep past values. They are shown as missing before that, never estimated.
What it does not do
- Marketing email statistics are not collected; they need a scope the connection does not request.
- Deal owner is not available for the same reason.
Connecting
- Install the Confluxly app on your HubSpot portal with read access to contacts and deals.
- Nothing else to pick; the portal is bound automatically.
Read-only wherever the provider allows it. Tokens are encrypted at rest and a connection can be revoked at any time.
How data is handledOnce connected
- Pulled daily at the hour your workspace chooses, with fourteen months of history where the provider allows.
- Every figure keeps the request and response that produced it.
- Available to every answer, dashboard and deck in the workspace.