Get pipeline and revenue answers from HubSpot in minutes
HubSpot has the data, but pipeline reporting can be slow across stages, owners, and segments. Connect HubSpot to Daymark to create consistent pipeline and revenue dashboards for weekly reviews.
CRM reporting should be faster and clearer
Pipeline questions take time
Filtering by stage, owner, or segment often needs repeated work.
Different definitions
Teams may define pipeline and revenue differently, which leads to confusion.
Limited context
CRM data alone may not show what drove pipeline changes.
How Daymark works with HubSpot
Build pipeline dashboards without custom reports
Connect HubSpot once, ask questions in plain English, and save the answers to dashboards for pipeline, revenue, and forecasting. This keeps reporting consistent across teams.
Connect HubSpot
Sign in with OAuth and connect your HubSpot account with read-only access.
Ask a question
Ask about pipeline, win rate, velocity, or trends and get a visual answer.
Build a dashboard
Save and share dashboards for weekly pipeline and revenue reviews.
An AI workspace for trustworthy metrics
Ask questions in plain English, use data from multiple sources, and save answers as dashboards your team can share. No SQL required.
Ask questions and get clear answers
Ask a question and Daymark returns a chart, table, or summary that answers it. Save the result when it is useful.
Use multiple data sources in one place
Bring key metrics from tools like HubSpot, Ads, Analytics, Sheets, and Postgres into one workspace.
HubSpot
Google Ads
Google AnalyticsDashboards your team can share
Save answers to dashboards so your team can review the same metrics. Share dashboards for weekly updates, planning, and reviews.
Security & AI data safeguards
Keep access read-only and scoped while AI context stays limited to schema metadata.
Security & permissions
Read-only access with least privilege
Daymark integrations use the minimum scopes required and never modify production systems.
- Read-only connectors
- No production writes
- Scoped DB access
AI data policies
Built for safe AI analysis
AI uses only schema metadata for context and never trains on your data, and it cannot modify live or production systems.
- No training on user data
- AI cannot modify live data
- Metadata-only access
Connect HubSpot in Daymark
Start exploring your data with read-only access in minutes.