HubSpot CRM
Connect HubSpot, build four CRM dashboards, and ask pipeline, lead, and account health questions — modeled on ScaleUp.
4 to build
Dashboard + chat
Sales, Marketing
Vizkraft — HubSpot CRM
Works with
Pick whichever connector your team already uses.
What it does
Syncs HubSpot deals, contacts, and tickets into Vizkraft so sales and RevOps can explore pipeline, lead acquisition, SLA performance, and account health without exporting to a warehouse first.
How it works
- 1
Connect HubSpot CRM
Add the HubSpot connector and run catalog sync for deals, contacts, and tickets.
- 2
Prioritize CRM objects
Flag deals, contacts, companies, and tickets during sync so Vizkraft knows your sales motion.
- 3
Ask pipeline questions
Start with "How many deals are in each pipeline stage?" or lead volume by source.
- 4
Build four CRM dashboards
Assemble sales pipeline, lead acquisition, support SLA, and account health views.
Dashboards to build
Sales pipeline
Stage mix, weighted pipeline, and close-date coverage.
Lead acquisition
Lead volume, source mix, and MQL-to-SQL conversion.
Support SLA
Ticket volume, response time, and SLA compliance.
Account health
Renewal risk, engagement, and expansion signals.
Questions to try
- “How many deals are in each pipeline stage?”
- “Show lead volume by source for the last 90 days.”
- “Which accounts have open support tickets older than 7 days?”
Setup
- Connect HubSpot CRM with read access to deals, contacts, and tickets.
- Run catalog sync and prioritize the objects listed in the cookbook.
- Save charts and combine them into dashboards for weekly pipeline reviews.
Related cookbooks
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Stop waiting on engineering for reports.
Most of our customers were ops or CS leads who'd been blocked for weeks. They booked a demo, connected their database in 10 minutes, and never looked back.