CRM integration

Dear CFO for HubSpot

Deals, pipelines, contacts and companies beside the revenue they become, so the forecast starts from the pipeline you actually have.

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Read-only. Dear CFO never changes your CRM.

HubSpot

Statements

Metrics

Answers

What you can do

What HubSpot data does inside Dear CFO

Pipeline next to revenue

Deals by stage and owner beside booked revenue in your accounting, so sales and finance argue from the same numbers.

How deals actually move

Deal stage history shows how long deals sit in each stage and where they stall, not just where they are today.

Your own fields, included

Custom properties can be promoted to their own columns, so reports and the AI analyst can use the fields your team relies on.

What syncs

What Dear CFO reads from HubSpot

HubSpot datasetsRead-only

Owners
Pipelines
Deal stages
Deals
Contacts
Companies
Line items
Products
Deal stage history
Associations

In full, Dear CFO copies contacts, companies, deals, line items and owners. Contacts include names, email addresses, phone numbers, job titles and locations, and we copy every custom property your portal stores on a contact, so the exact fields depend on how you have configured HubSpot. How it is stored and protected is in our privacy policy.

How to connect

Set up in a few minutes

1
In Dear CFO, open Integrations and click Connect on HubSpot.
2
Sign in to HubSpot and approve read-only access.
3
The first sync loads your CRM. Choose any custom properties you want as columns.

Connection: Sign in with HubSpot
Access: Read-only
Sync: Once a day.
Accounts: One HubSpot portal per company
Where it shows up: Every table becomes a dataset you can use in reports, metrics, dashboards and the AI analyst, next to your accounting.

Questions