Stop manually exporting HubSpot data to build reports. Connect HubSpot to Klipfolio and get live dashboards that update automatically — so you and your team always know where you stand.

How to connect HubSpot to Klipfolio

Connecting HubSpot to Klipfolio is straightforward. Follow these steps to get your first dashboard running:

  1. Log in to Klipfolio and navigate to the Add Data section.
  2. Search for HubSpot in the connector library and select it.
  3. Authenticate your account using OAuth — you'll be redirected to HubSpot to authorize the connection.
  4. Select the metrics you want to pull in (contacts, deals, email performance, and more).
  5. Build your dashboard using pre-built templates or a custom layout.

View the step-by-step setup guide

Top reasons to use HubSpot dashboards in Klipfolio

There's a lot you can do once your HubSpot data flows into Klipfolio:

  • Centralize your marketing and sales data. Combine HubSpot metrics with data from Google Analytics, Facebook Ads, and 100+ other sources in a single dashboard.

  • Share performance with your whole team. Distribute dashboards via TV mode, public links, scheduled PDF emails, or embedded views — no HubSpot login required for viewers.

  • Monitor what matters in real time. Track contacts, deals, email open rates, and pipeline value with refresh rates as fast as one minute.

  • Build dashboards that match your workflow. Use Excel-like formulas and flexible layouts to create reports tailored to your team's goals — not just the defaults HubSpot provides.

  • Keep everyone aligned. One live dashboard replaces scattered screenshots, manual exports, and out-of-date slide decks.

What Klipfolio adds to HubSpot

You already use HubSpot to manage your marketing, sales, and customer success. Klipfolio extends what you can do with that data.

What you do in HubSpotWhat Klipfolio adds
View reports inside the HubSpot interfaceShare live dashboards with anyone — no HubSpot seat required
Export data manually for team updatesAutomated dashboards that refresh and distribute on a schedule
Build reports limited to HubSpot dataCombine HubSpot with Google Analytics, ad platforms, and more
Use HubSpot's default chart typesChoose from 30+ visualization types with custom themes and branding

Stop the manual exports. Connect HubSpot to Klipfolio and start automating your reporting today.

Use pre-built HubSpot metrics

Assemble a HubSpot dashboard by selecting pre-built metrics from the Klip Gallery.

Use the Connector Gallery to create a custom HubSpot dashboard

With our Connector Gallery, you can create custom API queries to pull in data from your HubSpot account. Building custom queries allows you to specify the metrics and time periods that you want to track.

You can use custom queries to build out visualizations in Klipfolio. You can also combine your HubSpot data with other relevant data to create your custom dashboard.

Learn more about working with the HubSpot API and how you can start building your own HubSpot queries in Klipfolio.

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