Skip to main content

​
Overview

Chartcastr connects to your HubSpot portal to pull CRM metrics — pipeline health, deal velocity, revenue forecasts, lifecycle funnels, and more — and delivers them as automated charts to Slack or email with AI-powered analysis. Chartcastr connects with read-only access to your HubSpot portal. No write permissions are requested, and no CRM data is stored between runs. HubSpot integration is available on all paid plans. See pricing or sign up to get started.

​
Install & Connect

1

Sign up and start a trial

Sign up with your Google account, then start a Starter or Pro trial to unlock premium integrations including HubSpot.
2

Navigate to Source Integrations

Go to Settings → Source Integrations and find HubSpot CRM.
3

Connect your HubSpot portal

Click Connect and complete the OAuth flow. You will be redirected to HubSpot to select which account to connect.
HubSpot account selection screen showing Choose an account

Select your HubSpot account

After selecting your account, review the requested permissions and click Connect app.
HubSpot OAuth scope approval screen showing read-only permissions requested by Chartcastr

HubSpot OAuth scope approval screen

After authorizing, you’ll be redirected back to Chartcastr. The integration status will show as Active.

​
Configure a HubSpot Source

Once connected, you can create chart sources from your HubSpot data.
1

Create a new connection

Go to Connections and click New Connection. Select HubSpot CRM as your source type.
2

Select a metric

Browse the available metrics organized by category (Pipeline, Contacts, Revenue). Select the metric you want to track — a live preview of your data will appear inline.
3

Choose a destination

Select where you want your chart delivered:
  • Email — quickest way to get started, delivered to your inbox
  • Slack — post charts directly to a team channel with AI summaries and interactive follow-up questions
4

Set your schedule

Configure how often you’d like to receive your pulse (daily, weekly, etc.) and save. Chartcastr will automatically generate and deliver AI-analyzed charts on your schedule.
You can add multiple HubSpot sources to send different metrics on different schedules. A common setup is a Pipeline Summary every Monday morning to Slack, plus a Closed-Won Revenue chart weekly to the leadership email group.

​
Use the App

Once a connection is created, Chartcastr works automatically:
  • Scheduled delivery — Charts are generated and delivered on your configured schedule. Data is fetched fresh from HubSpot every time a pulse fires.
  • AI-powered analysis — Every chart comes with an AI-generated summary tailored to the specific CRM metric, highlighting trends, anomalies, and actionable insights.
  • Follow-up questions — In Slack, you can ask follow-up questions about your chart directly in the thread. The AI uses your chart data as context to answer.
  • Manual triggers — You can trigger any pulse on-demand from the Connections page without waiting for the next scheduled run.
No manual actions are required for ongoing use. Charts are generated and delivered automatically.

​
Available Charts

Chartcastr supports 10 pre-built HubSpot metrics across three categories, designed for RevOps and sales leaders.

​
Pipeline & Deals

​
Contacts & Lifecycle

​
Revenue Attribution

View detailed chart descriptions

See the full list with AI analysis examples and recommended use cases.

​
Data & Permissions

Chartcastr requests the following HubSpot OAuth scopes — all read-only:

​
What data does Chartcastr access?

  • Deals: Deal name, amount, stage, pipeline, create date, close date, owner, loss reason, and stage probability.
  • Contacts: Lifecycle stage and create date.
  • Pipelines: Pipeline names, stage names, display order, and probability metadata.
  • Owners: First name, last name, and email for deal attribution.
Chartcastr does not access or store emails, notes, call recordings, or any engagement data. Data is fetched on-demand when a pulse fires and is not cached between runs.

​
Disconnect from Chartcastr

To disconnect your HubSpot portal from Chartcastr:
  1. Go to Settings → Source Integrations.
  2. Find HubSpot CRM and click Disconnect.
  3. Confirm the disconnection.
Chartcastr settings showing disconnect and reconnect options for HubSpot

Disconnect or reconnect HubSpot from Chartcastr settings

​
What happens when you disconnect

  • Scheduled pulses stop — Any connections using HubSpot sources will stop delivering. The connections remain configured but will show an error status until reconnected.
  • Existing charts are preserved — Charts and AI summaries that have already been delivered to Slack or email remain in those destinations. Nothing is deleted retroactively.
  • No data is retained — Chartcastr does not store your HubSpot CRM data between pulse runs, so there is no data to clean up on our side.
  • You can reconnect at any time — Re-authorizing via OAuth will restore your existing connections and resume scheduled deliveries.

​
Uninstall from HubSpot

To fully remove Chartcastr from your HubSpot portal, follow the steps in HubSpot’s guide to disconnecting apps. This revokes Chartcastr’s OAuth tokens and removes the app from your HubSpot Connected Apps list. Uninstalling from HubSpot has the same consequences as disconnecting from Chartcastr (above). No CRM data is retained by Chartcastr, and previously delivered charts remain in your Slack channels and email inboxes.

​
FAQ

HubSpot OAuth grants access to a single portal per connection. If you have multiple HubSpot portals, you can connect each one separately by repeating the OAuth flow.
By default, Chartcastr uses your default deal pipeline (the first pipeline returned by HubSpot). Support for selecting specific pipelines is coming soon.
Data is fetched fresh from HubSpot every time a pulse fires. Chartcastr does not cache or store your CRM data between runs.
Time-series metrics (deals over time, contacts over time, etc.) use the last 12 weeks of data by default.
No. Chartcastr fetches data on-demand when a pulse fires, generates the chart and AI summary, delivers it to your destination, and discards the raw CRM data. Only the rendered chart image and summary text are retained as part of the pulse delivery history.

​
Next Steps

Deliver to Slack

Send HubSpot charts to Slack channels with AI summaries and follow-up questions.

Deliver via Email

Email HubSpot charts with AI-powered analysis on a schedule.