HubSpot + Orcabase
Ask your HubSpot CRM anything.
Sync HubSpot through Fivetran and ask where deals come from, where they stall and which ones turn into revenue, in plain words, next to your billing and product data.
- Synced by Fivetran
- Syncs every 6 hours
- No Fivetran account needed
Where do our wholesale deals come from, and which ones close?
Referrals close best: 42% of referral deals were won this year.
- Trade fairs bring the most deals, but only 18% close.
- Won deals take 34 days on average; referrals close in 21.
- Office deals are smaller, but they reorder every month.
Deals won this year, % by source
How I got this· 4 steps
- Looked at your HubSpot deals and contacts
- Grouped this year’s deals by original source
- Worked out the win rate for each
- Measured days from created to won
Example answer. Numbers are illustrative.
In plain words
How do I get better reports from HubSpot?
HubSpot’s reports work well inside HubSpot. Questions that cross into billing or product, like “which lead sources bring customers who pay the most?”, need your CRM next to everything else. Fivetran copies your contacts, companies, deals and activity into a database Orcabase hosts for you.
Then ask in plain words, and define pipeline numbers like win rate once, for the whole team.
Ask in plain words
What you can ask about your HubSpot data
The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.
Where do our best deals come from?
Which deals are stuck in one stage?
What’s our win rate by source this quarter?
How long do deals take to close?
Who booked the most meetings last month?
How many new contacts did each campaign bring in?
Which companies have gone quiet?
Show me pipeline value by stage and month.
What comes in
Your HubSpot data, ready to ask about.
A copy in a database Orcabase hosts for you, with its own folder for each app.
Contacts
Companies
Deals and pipelines
Activity
Marketing
Owners and teams
Numbers worth defining
Define them once. Every answer agrees.
Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your HubSpot data.
Win rate
Deals won divided by deals closed, won or lost.
Pipeline value
The total amount of open deals.
Sales cycle
Average days from deal created to won.
Lead-to-customer rate
Share of new contacts who become customers.
Dashboards to start with
Your HubSpot numbers at a glance.
Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.
Pipeline
4 charts- Pipeline value by stage
- Win rate by source
- Deals stuck in a stage
- Sales cycle
Leads
3 charts- New contacts by source
- Lead-to-customer rate
- Meetings booked
Better together
Ask across HubSpot and the rest of your business.
The best questions need more than one app. The agent can pull from several sources for one answer.
How to connect
Connect HubSpot, step by step.
- 1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for HubSpot. Pick the database to sync into.
- 2
Connect HubSpot on Fivetran’s page
Sign in to HubSpot on Fivetran’s page as a Super Admin and choose the account to sync.
- 3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
- 4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your HubSpot data.
What you’ll need
- A HubSpot login with Super Admin access.
- The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
- How it connects
- Synced by Fivetran
- How fresh
- Every 6 hours, as standard.
- Where your data lives
- A copy in a database Orcabase hosts for you, with its own folder for each app.
- Who can set it up
- An admin in your organization.
- Your login
- You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
- Cost
- Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
Does it include custom properties and objects?
Why is some HubSpot data unavailable?
Can Orcabase change contacts or deals?
Do I need a Fivetran account?
How fresh is my HubSpot data in Orcabase?
What does syncing cost?
Your HubSpot data already has the answers.
Connect it, ask your first question, and pin the answers you want to see every week.