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Overview

Connecting HubSpot brings your CRM into your strategy. Ciclo reads contact, company, deal, and ticket data so you can:

Live KPIs

Turn CRM data — contacts, companies, pipeline value, deals won, support tickets — into KPIs that refresh automatically.

Deals as Actions

Link a HubSpot deal to an Action so the work to close it appears on your board, with stage, owner, line items, and close date carried across.
The sync is read-only (HubSpot → Ciclo): Ciclo reads your portal to populate KPIs and linked Actions, and never changes anything in HubSpot.
Connecting and configuring integrations is limited to organisation administrators.

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Connect HubSpot

1

Open Connected Apps

Go to Settings from the account menu, open the Connected Apps tab, find HubSpot, and select Connect.
The HubSpot row in the Connected Apps settings tab
2

Authorise on HubSpot

Ciclo redirects you to HubSpot. Choose the account (portal) to connect and approve the requested access to contacts, companies, deals, and tickets.
The HubSpot OAuth authorisation screen
3

Confirm the connection

You’re returned to Ciclo with a success message, and HubSpot shows a green Connected status.

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Track HubSpot KPIs

1

Open the configuration

On the HubSpot row, select Configure, then Add New KPI.
The Create New HubSpot KPI form
2

Name it and pick a template

Give the KPI a clear name, then choose a Query Template — see the catalogue below.
3

Choose a pipeline (for pipeline KPIs)

Most KPIs work across your whole portal. For pipeline-specific deal KPIs, also select the Pipeline they apply to.
4

Create the KPI

Select Create KPI. It appears on your Performance page and refreshes automatically.

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Available HubSpot KPIs

  • Total Contacts / New Contacts (7 / 30 days).
  • Total Companies / New Companies (30 days).
  • Total Open Deals — open deals across every pipeline.
  • Total Deal Value — summed value of all open deals.
  • Closed Won (30 days) — deals won in the last month.
  • Closed Won Revenue (30 days) — revenue from deals won in the last month.
Require selecting a pipeline:
  • Pipeline Open Deals — open deals in the chosen pipeline.
  • Pipeline Deal Value — value of open deals in the pipeline.
  • Pipeline Closed Won (30 days) — deals won in the pipeline this month.
  • Open Tickets — currently open support tickets.
  • New Tickets (7 days) — tickets created in the last week.
HubSpot KPIs are configured from the templates above (plus a pipeline where prompted) rather than free-form queries — so there’s nothing to hand-edit, and you get accurate results by simply picking the template you need.
1

Open an action and go to Connect

Create or open an Action, then choose Connect.
2

Choose the pipeline and deal

Select HubSpot, pick the pipeline, then choose the deal to connect. Ciclo fills in the deal name, description, line items (as tasks), owner and pipeline (as tags), and the close date as the due date.
Selecting a HubSpot pipeline and deal to connect to an action
3

Save the action

Save, and the action stays connected to the deal. Ciclo places it in a column based on the deal’s stage — closed deals land in Done.

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Disconnecting HubSpot

Select Disconnect on the HubSpot row. Ciclo shows which KPIs and Actions rely on HubSpot before you confirm, and revokes the access token with HubSpot.
Disconnecting preserves history — KPIs keep their recorded values and linked Actions keep their data. They stop syncing until you reconnect, then resume automatically.

Integrations overview

Performance & KPIs

Actions

Connected Apps in Settings