Early Access — HubSpot integration is available in early access on Pro and Enterprise plans. See pricing or sign up to get started.
Overview
Use HubSpot as a data source for Chartcastr. Connect your HubSpot portal via OAuth and Chartcastr will pull CRM metrics directly from your deals, contacts, and pipelines — pipeline health, deal velocity, revenue forecasts, and lifecycle funnels — and deliver them as automated charts to Slack or email. Chartcastr connects with read-only access to your HubSpot portal. No write permissions are requested.Setup
Connect your HubSpot portal
In Chartcastr, go to Sources and select HubSpot CRM. Click Connect and complete the OAuth flow. You will be asked to authorise read-only access to deals, contacts, and pipeline schemas.
Select a metric
Choose which CRM metric you want to track. Each metric becomes its own pulse source — you can add multiple to send different charts on different schedules.
Create a connection
Go to Connections → New Connection. Select your HubSpot source, pick or add a destination (Slack channel or email), set the delivery frequency, and optionally enable AI summaries. Most teams send pipeline summaries weekly and deal velocity charts on Monday mornings.
Available Charts
Chartcastr supports 10 pre-built HubSpot metrics across three categories, designed for RevOps and sales leaders.Pipeline & Deals
Pipeline summary by stage, deals created over time, closed-won revenue, deal velocity, weighted forecast, and loss reasons.
Contacts & Lifecycle
Lifecycle stage funnel (Subscriber → Lead → MQL → SQL → Customer) and new contacts over time.
Revenue
Revenue by deal owner (leaderboard) and pipeline stage movement over time.
Full Metric List
| Metric | Chart Type | Description |
|---|---|---|
| Pipeline Summary | Bar | Deal count and total value by pipeline stage |
| Deals Created Over Time | Line | Weekly new deals entering the pipeline |
| Closed-Won Revenue | Bar | Weekly closed-won deal revenue |
| Deal Velocity by Stage | Bar | Average days deals spend in each stage |
| Weighted Pipeline Forecast | Combo | Weighted value by stage probability vs closed revenue |
| Top Deal Loss Reasons | Bar | Most common reasons deals are lost |
| Lifecycle Stage Funnel | Bar | Contact count by lifecycle stage |
| New Contacts Over Time | Line | Weekly new contacts created |
| Revenue by Deal Owner | Bar | Closed-won revenue per sales rep |
| Pipeline Stage Movement | Stacked Bar | Deal value entering each stage over time |
Data & Permissions
Chartcastr requests the following HubSpot OAuth scopes:| Scope | Purpose |
|---|---|
crm.objects.deals.read | Read deal records (amount, stage, close date, owner) |
crm.objects.contacts.read | Read contact records (lifecycle stage, create date) |
crm.schemas.deals.read | Read deal pipeline and stage definitions |
crm.objects.owners.read | Read owner/rep names for revenue attribution |
oauth | Required base scope for OAuth flow |
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.
FAQ
Does HubSpot support multiple portals?
Does HubSpot support multiple portals?
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.
Which pipeline is used?
Which pipeline is used?
By default, Chartcastr uses your default deal pipeline (the first pipeline returned by HubSpot). Support for selecting specific pipelines is coming soon.
How often is data refreshed?
How often is data refreshed?
Data is fetched fresh from HubSpot every time a pulse fires. Chartcastr does not cache or store your CRM data between runs.
What date range is used?
What date range is used?
Most time-series metrics use the last 12 weeks of data by default.