# Hubspot

## Overview

You can connect Tability to Hubspot to automatically pull metrics from Hubspot without having to switch context.

Once you add Hubspot as a data source for an outcome/Key Result, Tability can:

* Automatically pull the most recent value of the metric when you open the check-in form.
* Perform a daily sync of the metric while the plan is active (Premium subscription only).

{% hint style="warning" %}
Available on **Plus** and **Premium** subscriptions
{% endhint %}

## Requirements

* You need to be a Tability admin or owner to connect Tability to Hubspot
* You will also need to be a Hubspot admin to complete the setup.

### How to connect Tability to Hubspot

1. Go to **Workspace Settings > Integrations**
2. Click on the button **Connect to Hubspot**
3. Follow the steps to connect your Hubspot workspace to Tability

### Using the Hubspot integration

Once Hubspot is connected, you will be able to use it as a data source for your outcomes/KRs.

**Step 1. Open up your edit panel of your outcome/KR**

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/60b049fe9c887a0dfc554454/images/6466508cc6234261f380e3e6/file-bZLSr0JQOb.png)

Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.

**Step 2. Select Hubspot as a data source**

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/60b049fe9c887a0dfc554454/images/646650dd8f8b75133bc20a88/file-aT7OwiVqmk.png)

Go to the "Data source" tab and select Hubspot.

**Step 3. Pick the metric that you would like to connect**

<figure><img src="/files/RNELMlj7a4Yd17ty7ySQ" alt=""><figcaption></figcaption></figure>

Use the dropdown to select the metric that you want to connect to your outcome/KR.

**Step 4. Save your connection**

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/60b049fe9c887a0dfc554454/images/64665169c6234261f380e3e8/file-QKuDJz0lr1.png)

Click on "Save & preview" to complete the connection.

Tability will retrieve the current value for that metric and your screen should look like this 👇

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/60b049fe9c887a0dfc554454/images/6466519fc6234261f380e3ea/file-RRFv5esGDR.png)

**Step 5. Enable daily sync**

{% hint style="warning" %}
Available only on **Premium** subscriptions
{% endhint %}

<figure><img src="/files/uAOrjvqg05BVz1DWn6Bl" alt=""><figcaption></figcaption></figure>

You can now toggle the option to Enable daily sync of your metric if you're on a Premium subscription.

Tability will retrieve the value of your metric from Hubspot once a day, and will create a check-in on behalf of the owner of the outcome/KR.

The first data sync should happen within 1h of enabling this option.

### How to use the data source in your check-ins

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/60b049fe9c887a0dfc554454/images/646652b32e13a93fff28a655/file-yKMVuJUMkp.png)

It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.


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# Agent Instructions: Querying This Documentation

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```
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```

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