Trusted by over 50,000 game changers and their teams

Klipfolio - Business Dashboard Software Customers

Why Klipfolio?

You’ll love Klipfolio because it’s designed for how you work. Putting the right information at your fingertips, always and everywhere, so you can feel confident about your decisions every step of the way.

Bring all your HubSpot and Salesforce data into one spot

Bring order to a chaotic data universe using Klipfolio dashboards. Draw data from your web app services, database, Excel and Google Sheets to create unified company reports and dashboards.

There’s always a way to get your data into Klipfolio. You can even email it to our system using an attachment.

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Learn more about our integrations

Deploy HubSpot and Salesforce reports and dashboards in hours

You can start building your BI reports and dashboards today with Klipfolio. Use the free trial to explore all our features and connect to your data wherever it is.

Have a TV and a casting device in your office? You could have a TV dashboard set up before you head home for dinner tonight.

Check out our gallery of pre-built templates

A great price for a powerful and flexible platform

Klipfolio is priced to help you get the most value out of your data. Start with your team or department and expand to your entire organization. We have plans for every type of business.

Klipfolio plans & pricing that grow with you
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Count on world-class support to help get you started

No matter what you’re trying to do, we’ve got your back. If you’ve read any reviews, you’ll hear our support team is second to none. Our free online support will help you at every step along the way.

Need help with an urgent project? We can build it for you!

We are here to help! Book your free 1-on-1 call with Pilar.

Build a custom dashboard for
HubSpot or Salesforce

You can work with HubSpot and Salesforce separately or together easily in Klipfolio. The flexibility of the integration allows you to develop rich dashboards for either service or jointly. Here's what you need to know.

Creating HubSpot Dashboards

HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers. Click here to learn more on how Klipfolio integrates with HubSpot.

To connect your HubSpot data to Klipfolio, the first thing you will be asked to do is authenticate and create a handshake connection between your Klipfolio and HubSpot accounts.

  1. Click Sign in to HubSpot.
  2. Type in your HubSpot username and password.
  3. On the HubSpot Authorize screen, click Authorize.
  4. Name your OAuth Credentials and click Save.

Creating Salesforce Dashboards

Salesforce is your business' command centre in the form of a customer relationship platform (CRM). Salesforce works together to manage your sales, marketing, customer service, and more in one central location.

You have many options on how to connect your Salesforce data in Klipfolio:

  • You can build a custom Salesforce dashboard using Salesforce Reports or by working with the Salesforce API through SOQL. There are two ways to work with SOQL in Klipfolio: Simple, use drop-down menus and filters to build queries without any SOQL experience and Advanced, to build queries from scratch.
  • To get started right away with some pre-built content, check out the Klip Gallery for individual Klips you can use to get started quickly.

Regardless of the option you choose, before you can start building Klips and dashboards, you need to:

  • Ensure you have Salesforce Enterprise or higher. More information here.
  • Connect to Salesforce data in Klipfolio.

Learn more about building Salesforce Dashboards

Trusted by over 50,000 data-driven leaders and their teams

Klipfolio - Business Dashboard Software Customers