Sabaki Guide
HubSpot Pipeline KPI Setup In Sabaki
How to connect HubSpot opportunity records and contacts to Sabaki pipeline and sales-cycle KPIs.
HubSpot pipeline KPI sync is the Sabaki workflow for reading HubSpot opportunity records, pipelines, and contacts, then writing monthly pipeline value, count, contact, and sales velocity KPIs.
Key Takeaways
- HubSpot uses OAuth with read access for opportunity records, contacts, and pipeline schemas.
- Open and won pipeline values are calculated from HubSpot opportunity amounts and stage state.
- Sales velocity is calculated from closed-won opportunity create and close dates for the period.
How To Sync HubSpot KPIs
- Prepare HubSpot recordsMake sure opportunity records have amount, stage, created date, and close date fields populated.
- Connect HubSpot in SabakiOpen Apps, choose HubSpot, and complete OAuth for the portal.
- Run Sync NowStart a manual sync from the HubSpot connection row.
- Review pipeline KPIsCheck open pipeline value, won pipeline value, open and won opportunity counts, contacts, and sales velocity.
- Fix missing stage dataIf won values look wrong, verify HubSpot closed-won stage metadata and deal close dates.
Quick Comparison
| Sabaki KPI | HubSpot Source | How Sabaki Calculates It |
|---|---|---|
| Pipeline Value Open | Open opportunities | Sum of amounts on opportunities that are not closed |
| Pipeline Value Won | Closed-won opportunities | Sum of amounts closed won in the reporting month |
| Open Opportunity Count | Open opportunities | Count of non-closed opportunities |
| Won Opportunity Count | Closed-won opportunities | Count closed won in the reporting month |
| Sales Velocity Days | Created and closed dates | Average days from create to close for won opportunities |
Frequently Asked Questions
Which HubSpot scopes does Sabaki need?
Sabaki needs read access to opportunity records, contacts, and pipeline schemas.
Why is won pipeline zero?
Check that opportunities are marked closed won and that close dates fall in the current reporting month.
Does HubSpot sync contacts?
Yes. Sabaki writes Contacts Total from the connected HubSpot contact count.
Can HubSpot update manually entered KPI values?
Connector updates preserve manual founder overrides under the KPI snapshot rules.