HubSpot
Data Source Integration
Connect HubSpot to Chartcastr and turn your CRM pipeline, deal velocity, and revenue data into automated charts delivered straight to Slack or email with AI-powered analysis.
Available Metrics
10 pre-built metrics across pipeline health, deal activity, contacts, and revenue — designed for RevOps and sales leaders.
Pipeline Summary by Stage
Deal value and count on dual axes by pipeline stage — instantly see where your pipeline is healthy and where deals are stuck.
Deal Velocity Tracking
Average days deals spend in each stage, so you can identify bottlenecks and improve sales cycle time.
Closed-Won Revenue
Weekly closed-won deal revenue trends — track quota attainment and revenue momentum.
Weighted Pipeline Forecast
Weighted value by stage probability vs closed revenue — see your forecast at a glance.
Lifecycle Stage Funnel
Contact count from Subscriber to Lead to MQL to SQL to Customer — understand conversion health.
Revenue by Deal Owner
Closed-won revenue per sales rep — a leaderboard for coaching conversations and capacity planning.
How It Works
1Connect HubSpot
Authorise read-only OAuth access to your HubSpot portal. No API keys to manage.
2Pick Your Metrics
Choose from 10 pre-built CRM metrics. Each becomes its own pulse source with independent scheduling.
3Deliver to Slack or Email
Set a schedule and destination. Charts arrive with AI summaries highlighting trends and changes.
Built for RevOps & Sales Teams
Monday Pipeline Review
Send pipeline summary and deal velocity charts to your sales Slack channel every Monday morning — no more scrambling to pull reports before standup.
Weekly Forecast Updates
Deliver weighted pipeline forecast to leadership via email every Friday — keep stakeholders informed without manual slide decks.
Rep Performance Tracking
Revenue by deal owner charts to your sales managers — identify coaching opportunities and celebrate wins.
Funnel Health Monitoring
Lifecycle stage funnel and new contacts charts to marketing — understand whether lead flow is keeping pace with pipeline needs.
Connect HubSpot to Chartcastr
Automated CRM charts with AI analysis — pipeline, deals, and revenue delivered to Slack or email.
Available on all paid plans.