Quick summary
This tutorial shows how to connect HubSpot to Coda and build reports by syncing CRM data directly into a Coda doc. Once the HubSpot integration is set up, you can pull live ticket, deal, and contact data into structured reports without leaving Coda.
Steps
- Inside your Coda doc, navigate to the top-right corner and click Insert.
- Tap the provided search bar and type HubSpot.
- Select the HubSpot data you want to sync, then drag it to the main workspace.
- Tap Sign In With HubSpot and log into your account.
- Select the HubSpot account you want to use and click Choose Account.
- Tap Complete Setup to proceed.
- Click Sync Now to establish the connection between your Coda and HubSpot accounts.
- Finally, summarize your report based on the data from the selected HubSpot item. Repeat the same steps to add more related information.
