Hi,
I need to connect Klipfolio to the data under the sales-deals menu in Hubspot, specifically:
...pipeline (description)
...close date
...amount
Has anyone done this and can share how they did this?
Many thanks
Andy
Hi,
I need to connect Klipfolio to the data under the sales-deals menu in Hubspot, specifically:
...pipeline (description)
...close date
...amount
Has anyone done this and can share how they did this?
Many thanks
Andy
Hello Andy, did you got the solution for your questions?
Thanks.
Hi Meena
Thanks for posting in the community. Andy's message is from 2019, and HubSpot has made it much easier to get access to all their data since then.
I'd recommend following our guide: https://support.klipfolio.com/hc/en-us/articles/216181557-Klips-Connecting-to-HubSpot and trying some of our prebuilt HubSpot klips to ensure you have the right Authentication and API access. After that, you can use their API to pull any data you are interested in.
If you get stuck, please contact our support@klipfolio.com team and they can help you with your query.
Thank you!
Meggan