HubSpot Set-Up Guide

Interested in viewing your HubSpot metrics on your Dasheroo dashboard? Great, we're glad to hear it! We're going to walk you through a quick tutorial on how to get set up so check out the information below.

1. Create your Dasheroo account

The first thing you'll need is a Dasheroo account. It's free to sign up at www.dasheroo.com. Once you're logged into your new Dasheroo account you'll be able to browse around and get familiar with all the dashboard tools that we offer.

 

2. Add HubSpot insights to your dashboard

Click Add Insight and choose HubSpot, then simply check the insights you'd like to add then click Next.

You'll now need to securely connect your HubSpot account to Dasheroo so we can pull in your data. First, you'll be asked to enter in your HubSpot Portal ID. Not sure what that is or where to find it? Click here to learn more.

Next, you'll need to authorize Dasheroo to connect to your HubSpot account to access your data. Once you've done that just name your HubSpot account so it's easily recognizable to you when working in Dasheroo.

Now your HubSpot account is connected and you'll be able to save your insights to your dashboard.

3. View and customize your dashboard

Now that you've created your first dashboard you can drag and drop the insights to create the perfect layout. You can also go back to the Insight Library and add even more data sources from the 30+ integrations that Dasheroo offers.

Here are a few examples of our HubSpot insights. Login now to add them to your dashboard!

That's it -- you're all set! If you have any questions just send us an email and we'll be happy to help out.

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