Using Hubspot as a data source
You can connect Tability to Hubspot to automatically pull metrics from Hubspot without having to switch context.
Once you add Hubspot as a data source for an outcome/Key Result, Tability can:
- Automatically pull the most recent value of the metric when you open the check-in form.
- Perform a daily sync of the metric while the plan is active (Premium subscription only).
How to enable the integration
Step 1. Upgrade to the Plus or Premium subscription
You'll need to have a Plus subscription to use Hubspot as a data source and automatically pull the metric value in the UI for your check-ins.
You'll need to have a Premium subscription to enable the daily sync.
Step 2. Connect Tability to your Hubspot account
Go to the Integrations admin screen, and look for the Hubspot integration in the "Data connectors" section.
Click on "Connect to Hubspot" and complete the steps to connect Tability to your Hubspot instance.
At the end of the process, you should see a "Connected to <account>" in the right side of the integration block.
How to add a data source to an outcome of Key Result
Once Hubspot is connected, you will be able to use it as a data source for your outcomes/KRs.
Step 1. Open up your edit panel of your outcome/KR
Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.
Step 2. Select Hubspot as a data source
Go to the "Data source" tab and select Hubspot.
Step 3. Pick the metric that you would like to connect
Use the dropdown to select the metric that you want to connect to your outcome/KR.
Step 4. Save your connection
Click on "Save & preview" to complete the connection.
Tability will retrieve the current value for that metric and your screen should look like this 👇
Step 5. Enable daily sync (Premium subscriptions only)
You can now toggle the option to Enable daily sync of your metric if you're on a Premium subscription.
Tability will retrieve the value of your metric from Hubspot once a day, and will create a check-in on behalf of the owner of the outcome/KR.
The first data sync should happen within 1h of enabling this option.
How to use the data source in your check-ins
It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.