Why the connection is important?

Integrating HubSpot with Forecastio empowers you to pull specific actions and properties, enriching your dataset for enhanced insights and forecasting accuracy.

By connecting your HubSpot CRM or HubSpot Sales Hub, you give Forecastio access to your sales data. This enables Forecastio to process current and historical information on deals, allowing it to:

1. Create sales forecasts.
2. Track progress toward sales goals.
3. Generate actionable insights on sales.

All of this is done in real-time.

IMPORTANT: Before connecting your HubSpot to Forecastio, make sure you utilize HubSpot credentials with full access to sales data (pipeline, deals).

Connecting HubSpot to Forecastio:

Step 1.

• Log in to Forecastio.
• Go to the menu Settings -> Integrations or follow the link: https://app.forecastio.ai/settings/integrations
• Click on the [Enable] button.

Step 2.

• Select your HubSpot account.

Step 3.

Once enabled, it will take some time for Forecastio to upload data, including deals and associated properties. When the data upload is completed, navigate to the [Home] menu where you can access analytics and recent insights based on your data