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.

CRMPipeline, deals, and client relationship data.

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.

Authorize with one click

Connect your HubSpot account securely. No technical setup, no credential sharing.

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.

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.

Read the full security architecture →

FAQ

HubSpot integration questions.

Does ProLens ever write to my HubSpot account?

No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your HubSpot account.

What data does ProLens access?

ProLens reads your deals and stages, contacts, companies, owners, and engagement activity. We never read passwords, private notes, or anything outside the data needed to populate your dashboard widgets.

How often does data refresh?

Every 15 minutes automatically. The data you see on your dashboard is held only long enough to display it, then erased.

Which HubSpot plan do I need?

Any HubSpot tier that includes Sales Hub access works. ProLens reads through HubSpot's standard read-only API.

See how HubSpot fits your full stack.