HubSpot

HubSpot is a CRM platform for marketing, sales and customer service.

With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.

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Spreadsheets

AI Chat

Routines

Reports

Category: CRM
Connects By: Signing In
Reports: 1
Website: hubspot.com

What You Can Do With HubSpot

In a Spreadsheet

Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers.

See How It Works

In an AI Chat

Connect your AI tool to Amalgam, and it can run HubSpot reports to answer your questions.

See Amalgam for AI

On a Schedule

Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.

See Routines

How to Connect

Sign in to HubSpot and approve access. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.

Read the Connection Guide

Report1

This report comes straight from HubSpot. Set the options once, then refresh whenever you need.

Deal ListBeta

HubSpot Deals List showing all deals with properties and associated company information.

Options

Create Start DateOnly include deals created on or after this date (YYYY-MM-DD, read as midnight UTC). Must not be after end_date

Create End DateOnly include deals created up to this date (YYYY-MM-DD). Read as midnight UTC at the start of the day, so deals created later that day are left out; pass the day after the last day you want

Close Date FromOnly include deals with a close date on or after this date (YYYY-MM-DD, read as midnight UTC). Must not be after close_date_to. Combined with the create date filters using AND

Close Date ToOnly include deals with a close date up to this date (YYYY-MM-DD). Read as midnight UTC at the start of the day, so deals closing later that day are left out. Combined with the create date filters using AND

Show Line ItemsWhen true, adds each deal's line items as 'Line Item: {field}' columns. A deal with several line items gets one row per line item, with the deal and company fields filled only on the first row

Don't See What You Need?

Tell us which HubSpot report or record you're missing, and we'll build it for you, usually within a week.

More CRM Integrations

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Salesforce

Try It With Your HubSpot Data

Book a demo, take a tour of Amalgam, and get a free trial on us to test the different systems and see how the integrations work first hand.