Pipeline overview
Total number of deals per stage, expected value and win rate, continuously updated.
HubSpot Integration
HubSpot Dashboard
Sales pipeline, leads and deal value visible in real-time from HubSpot CRM.
You know how many deals are in the pipeline, but only when you log into HubSpot yourself. HubSpot has its own reporting features, but the strength of Ralect is a fully custom-built dashboard that's visible to everyone on office screens, without logging in. Pipeline value, deals per stage, sales performance: always at a glance.
How does the integration work?
We connect with your account via the HubSpot API. You grant permission once via OAuth and then Ralect automatically retrieves the desired CRM data.
Examples of what's possible
Leads per source
How many new leads came in today and through which channel?
Sales performance
Revenue and deals closed per sales rep, week or month. Perfect as a sales board in the office.
Forecasting
Expected revenue based on current pipeline and historical close rates.
Frequently asked questions
Does the integration work with HubSpot Free?
Most KPIs are available with HubSpot Starter or higher. Some advanced metrics require a Sales Hub Professional subscription.
Can I choose which HubSpot data I see?
Yes. We build the dashboard fully custom based on the KPIs that are relevant to your team. You tell us which deal stages, properties and pipelines you want to see, and we set that up for you.
How quickly is the data updated?
Every quarter hour or in real-time via webhooks, depending on the configuration.
I use HubSpot and an ERP. Can that be combined?
Absolutely. Ralect can run multiple integrations simultaneously, so CRM and financial data come together in one dashboard.
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