In the following example, we count the number of marketing qualified leads in HubSpot in the specified time period. HubSpot Sales Hub Metrics that you can track in Viva Goals % complete OKRs HubSpot Marketing Hub metrics you can track in Viva Goals HubSpot Marketing Hub metrics If you select Sales Hub as the product type, addition fields become available, including Pipeline, Stage, Owner, and Team. Currently, Viva Goals integrates with Marketing Hub and Sales Hub. Select the product type that you want to integrate with. If multiple connections are listed, select the connection that you want to use. Select HubSpot from the list of integrations available.Ĭreate or select a connection. When you add or edit an objective or key result, you can choose to measure progress by KPI or % complete. Now that the integration is enabled, your team can link a Hubspot metric with an OKR: In the dialog box that appears, you can edit the Connection Name and select or clear the Share connection with all users checkbox. Select the Edit icon next to the Hubspot connection. Start in the Integrations section in the Admin Dashboard. How to edit an existing Hubspot connectionĪdmins can also edit an existing Hubspot connection, including the integration’s name and shared state from the Hubspot integration view: The names are displayed to members when they link their OKRs to Hubspot. You use names to differentiate connections. Select New connection to add another instance. Viva Goals lets you connect with multiple Hubspot accounts. Name your connection and select Next to complete setup. In the dialog that opens, sign in to your Hubspot account. In the Integrations section, go to Hubspot, and then select Manage. Go to the Viva Goals integrations page at Admin > Integrations. How to connect HubSpot to your Viva Goals account Admins also have permissions to manage the integration from the admin dashboard. Viva Goals will sync values for you, saving time while keeping your OKRs current.Īll users and admins can use the HubSpot integration. You can use HubSpot integration to save yourself the hassle of going back and forth between HubSpot and Viva Goals to update progress. Let's use this example: You have an objective to increase the number of marketing qualified leads (MQLs) this quarter. Viva Goals HubSpot integration enables you to link objectives and key results (OKRs) to HubSpot sales and marketing metrics for automatic real-time updates on progress. In this article About HubSpot integration
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