This integration enriches your HubSpot Deals board by assigning each deal a score. The scores (1-100) indicate how likely each deal is to turn into a closed-won deal.
The deal scores are based on your historical sales data, selected data points in HubSpot, and custom-trained algorithms.
First, login into: https://app.inlineinsight.com/login
Click the "Authorize new channel" -button. Select HubSpot.
Select the HubSpot account you want to integrate with InlineInsight.
Connect HubSpot with InlineInsight App.
HubSpot will appear in the list of selected sources.
Ready! The application will do the following automatically.
Create a custom numeric field (called 'deal score') in the Deal Information group where the scores are pushed back.
Now you can view the deal score of each deal in your sales pipeline directly in the HubSpot interface. The higher the score, the more likely the deal will convert into a won deal.
The data from your HubSpot account will only be used for deal scoring.
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