Integration
HubSpot + ProLens
Connect HubSpot and ProLens merges your pipeline with project delivery. See deals, revenue, and client relationships in one view, and enrich the Client Activity widget with real engagement data.
What ProLens does
What ProLens does with your HubSpot data.
- Merges your HubSpot deals with project management data for Deal Health Scores that no CRM alone can compute.
- Tracks BD activity (calls, emails, meetings) per deal and surfaces stale pursuits before they go cold.
- Connects client CRM data to project performance for relationship intelligence that drives repeat business.
- Pairs with BQE, Deltek, Harvest, or Productive for the complete picture: projects, pipeline, and clients in one view.
Feature availability
What works with HubSpot.
| Feature | Status |
|---|---|
| Pipeline Intelligence | Included |
| Client Intelligence | Included |
| BD Activity Tracking | Included |
| Revenue Intelligence | Requires PM tool |
| Projects and Profitability | Requires PM tool |
| Client Portals | Requires PM tool |
What lights up
What ProLens does with your HubSpot data.
Pipeline
Deal stages, weighted values, and win probability come straight from HubSpot.
Client Activity
HubSpot engagement data enriches the per-client activity view with deal and contact history.
Client Satisfaction
Powered by ProLens's built-in survey engine. Works with any stack.
Market Conditions
Powered by FRED economic data and the AIA Billings Index. Works with any stack.
How it connects
Three steps. Minutes, not months.
OAuth2. Click Connect, sign into HubSpot, approve read-only access. HubSpot is a CRM complement, not a standalone connection: connect alongside a project management tool.
Authorize with OAuth2
Click Connect, sign into HubSpot, approve read-only access. HubSpot is a CRM complement, not a standalone connection: connect alongside a project management tool.
ProLens reads your data
We look at your deals and stages, contacts, companies, owners, and engagement activity. We never write, edit, or delete anything.
Your dashboard populates
First data appears in minutes. AI insights start generating on day one.
Average connection time: Under 2 minutes
Works well with
Pair it up. Cover more ground.
These connections fill the gaps and turn partial widgets into full ones across your stack.
Security
Read-only by design.
- ProLens is read-only. We never write to your HubSpot.
- Your credentials are encrypted with AES-256.
- Data appears on your screen, then disappears. Nothing is permanently stored.
- Every data access is logged in your audit trail.
FAQ
HubSpot integration questions.
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your HubSpot account.