HubSpot + Angelwood Integration
Automatically sync your HubSpot CRM data to client portals. No more manual exports or screenshot reports.
What you get with HubSpot
Seamlessly connect your workflow with Angelwood
Automatic Deal Sync
Deal stages, values, and close dates sync automatically. Clients see pipeline progress in real-time.
Marketing Metrics Dashboard
Pull email opens, click rates, and campaign performance directly into client-facing dashboards.
Contact Activity Timeline
Show clients their lead activity, form submissions, and engagement scores without sharing full CRM access.
How it works
Get started with HubSpot in minutes
Connect your HubSpot account
One-click OAuth connection. No API keys or technical setup required.
Select data to sync
Choose which deals, contacts, and metrics to share with each client.
Configure update frequency
Set real-time sync or scheduled updates based on your workflow.
Clients see live data
Your clients access their portal and see HubSpot data automatically refreshed.
How agencies use HubSpot with Angelwood
Real outcomes from real agencies
Inbound Marketing Agencies
Show clients their lead pipeline, MQL counts, and conversion rates without sharing HubSpot credentials.
Sales-Focused Agencies
Give clients visibility into deal stages and close probabilities for campaigns you manage.
Full-Service Agencies
Combine HubSpot marketing data with project milestones in one unified client view.
HubSpot Integration FAQs
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