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Virtual Integration

HubSpot

Empower end-users to custom report & securely access HubSpot data anywhere.

Bring your HubSpot Data together & make it accessible, anywhere.

Popdock lets you empower your end-users to access, work with, and take action on data from anywhere in the app where they work. Go beyond the native custom report builder to work with more data and access insights from external system data real-time.

With Popdock, you can:

  • Combine HubSpot table data + data from other apps for advanced segmentation
  • Use an intuitive interface to add as many filters as you’d like and work with HubSpot data
  • Share data and reports with other people in your company that you don’t necessarily want logging into HubSpot
  • Embed related external data in HubSpot or embed HubSpot data in other apps

Virtual Integration for HubSpot

Virtual Integration means that you’re able to embed data (using Popdock widgets) in the app where your team works and needs the insight. In the case of HubSpot data, a very popular use case is embedding ERP transactions in HubSpot on the related company record.  Relevant data from external systems allows your team to work smarter as well as better sell and service your customers.

With Popdock widgets, you can Virtually Integrate any HubSpot data with other apps. Learn more about different ways to present data where your team works.

Combine HubSpot with other data for advanced list building and to create custom reports.

Popdock includes powerful options to combine data, add restrictions, variables, and calculations. Join, merge, compare, and summarize data across HubSpot tables and with other cloud and on-premise applications you use.

Some examples of combining HubSpot data include:

ERP + HubSpot:

  • Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month, year-to-date, this quarter, etc.
  • ROI & spend related to campaigns
  • Commission reporting

Combine data from multiple tables in HubSpot into one report

Combine data from multiple HubSpot environments

Exception reports:

  • Any place where data may be missing
  • Data not integrated between HubSpot and your other apps

HubSpot + Legacy system data reporting

Empower HubSpot end-users to get to the details.

Popdock changes the reporting experience in that it allows end users to create and customize their favorite reports with some pretty intuitive features that don’t require being data scientist:

  • Unlimited filtering with advanced comparison options – periods (daily, monthly, quarterly, annual options) and compare to other data
  • Search
  • Add/Remove Columns
  • Group/Subgroup
  • Quickly create charts
  • Share, tag, and export
  • Use any lists in the Popdock Add-in for Excel
  • Enable an API endpoint for anyPopdock list to use in Power BI or Tableau

The best part is that users have a universal interface andway to query any data, not just their HubSpot data. Popdock includes connectors for a variety of business apps as well as universal connectors to databases and cloud applications via API’s.

Lists

Connect to the HubSpot data you need. These are just a few of the default lists that come with the HubSpot connector:

  • Products
  • Contacts
  • Quote line items
  • Contact lists
  • Tasks
  • Notes
  • Engagements
  • Deal line items
  • Ticket pipelines
  • Deal pipeline stages
  • Deals
  • Meetings
  • Subscriptions
  • Companies
  • Tickets
  • Calls
  • Contact subscriptions
  • Deal pipelines
  • Quotes
  • Email events
  • Ticket pipeline stages
  • Emails

Take any of these out-of-the-box lists, modify them, or simply use them as a “template” to create new favorites that suit what you need.

Actions

Allow users to take action on the HubSpot data that’s presented to them. The HubSpot connector includes a number of actions that can be made available via the set up:

Calls

  • Add Note

Companies

  • Open Company in HubSpot
  • Add Company
  • Update Company
  • Delete Company
  • Add Note

Contact Subscriptions

  • Unsubscribe

Contacts

  • Open Contact in HubSpot
  • Add Contact
  • Update Contact
  • Delete Contact
  • Add Note

Deals

  • Open Deal in HubSpot
  • Add Deal
  • Update Deal
  • Delete Deal

Emails 

  • Add Note

Engagements

  • Add Note

Meetings

  • Add Note

Notes

  • Add Note
  • Update Note
  • Delete Note

Products

  • Open Product in Hubspot

Quotes

  • Open Quote in HubSpot

Tasks

  • Add Note

Tickets

  • Open Ticket in HubSpot

Looking to do something else (another action not listed)?  Take a look at Popdock’s options for custom actions. You are able to create your own actions, such as calling an API or running a process.

Details

Details allow you to  see more information related to the record, which can be related data (for  example, seeing detailed lines on header records) or cross referencing data from other apps (for example, shipping status related to an order). Here are  details that are available to see with the HubSpot Connector:

Companies

  • Contacts
  • Tickets
  • Quotes
  • Deals
  • Notes
  • Engagements
  • Calls
  • Emails
  • Meetings

Contacts

  • Tickets
  • Subscriptions
  • Quotes
  • Deals
  • Notes
  • Engagements
  • Calls
  • Emails
  • Meetings

Deals

  • Line Items
  • Tickets
  • Notes
  • Engagements
  • Calls
  • Emails
  • Meetings

Quotes

  • Line Items
  • Tickets
  • Notes
  • Engagements
  • Calls
  • Emails
  • Meetings

Technical Details

Popdock lets you create lists that include data from multiple tables and multiple sources, if you’d like. With the HubSpot connector, you can provide access to any data that’s available via the HubSpot CRM API.  Learn how to setup the HubSpot connector here.

Common Questions

Frequently Asked Questions

What is the price for this connector?

There actually isn’t connector-based pricing. All of the available Popdock connectors are available with the purchase of every Popdock Plan. You can set up as many reports, connectors, and Popdock widgets as you’d like in all of the pricing plans. Learn more about pricing here

Is it possible to report across multiple instances of HubSpot?

Yes, you can set up a connector for each HubSpot environment and then use custom lists to join, merge, compare, or summarize your data.

Is it possible to get Popdock reports into Microsoft Excel?

Yes, the Export to Excel option can be turned on for any Popdock list and can also be made available within Popdock widgets. One Popdock app we highly recommend is the Popdock add-in for Microsoft Excel, which allows the end user to select any Popdock list favorite available to them to bring the data into Microsoft Excel.  

What types of authentication are supported for HubSpot?

OAuth2 and API Key

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We're committed to your privacy. eOne Solutions, the creator of Popdock, uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

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