Who can use this feature?
All Users and Admins (Admins also have permissions to manage the integration from the admin dashboard)
About the HubSpot Integration
Ally.io's HubSpot integration allows you to link OKRs to HubSpot Sales and Marketing metrics for automatic real-time updates on the progress. Say, for example, you have an objective to increase the number of MQL's this quarter. You can use the HubSpot integration to save yourself the hassle of repeatedly going back and forth between HubSpot and Ally to update the progress: Ally will sync the values for you, thus saving time while keeping your OKRs current.
Connect Hubspot to your Ally.io account
Navigate to Ally’s integrations page through Admin > Integrations.
In the integrations section, go to Hubspot and then click Manage.
3. Click on ‘New Connection’ and in the popup that follows, sign into your Hubspot account.
4. Name your connection and hit ‘Next’ to complete the setup.
5. Ally.io allows you to connect with multiple Hubspot accounts. Click ‘New connection’ to add another instance and use names to differentiate them. These names are displayed to members when they link their OKRs to Hubspot.
Editing an existing Hubspot connection
Admins can also edit an existing Hubspot connection, including the integration’s name and shared state that you’ve created, from the Hubspot integration’s view.
Start in the Integrations section in the Admin Dashboard and select Hubspot.
Click the Edit icon next to the Hubspot connection. In the pop-up dialog box that displays, you can edit the connection’s name and select or clear the 'Share connection with all users' checkbox.
Using the Hubspot Integration
Now that the integration is enabled, your team can link a Hubspot metric with an OKR.
1. While adding or editing an Objective or Key Result, you should choose to measure progress by 'KPI or % complete'. Select HubSpot from the list of integrations available.
2. Next, create a connection or select the connection. If there are multiple connections listed, choose the connection that you would like to use.
3. Select the product type you’d like to integrate with. Currently, Ally.io integrates with Marketing Hub and Sales Hub.
Note: If you select “Sales Hub” as the Product Type, there’re a couple of additional fields such as Pipeline, Stage, Owner, Team.
HubSpot Marketing Hub Metrics that you can track in Ally.io
HubSpot Marketing Hub Metrics | OKR Progress Type ( KPI, % Complete) |
% New Sessions | KPI, % Complete |
% Session to Contact | KPI, % Complete |
% Contact to Customer | KPI, % Complete |
% Bounce Rate | KPI, % Complete |
Average page views per session | KPI |
Number of contacts | KPI |
Number of customers | KPI |
Number of leads | KPI |
Number of MQLs | KPI |
Number of Opportunities | KPI |
Number of Raw Views | KPI |
Number of SQLs | KPI |
Number of Subscribers | KPI |
Number of Visitors | KPI |
Number of Visits | KPI |
Time per session (in seconds) | KPI |
HubSpot Sales Hub Metrics that you can track in Ally.io
% Complete OKRs | OKR Progress Type ( KPI, % Complete) |
% Deals Closed (Close Ratio) | KPI, % Complete |
% Deals Won (Win Rate) | KPI, % Complete |
Average Deal Size | KPI |
Average Number of Activities | KPI |
Average Sales Cycle in Days (Lost) | KPI |
Average Sales Cycle in Days (Won & Lost) | KPI |
Average Sales Cycle in Days (Won) | KPI |
Number of Deals | KPI |
Sales Velocity | KPI |
Total Deal Value | KPI |
Total Number of Activities | KPI |
In the example below, we are counting the number of Marketing Qualified Leads inside HubSpot between the specified time period.
5. Hit next to finish and save your OKR. You should now see a HubSpot icon next to the OKR - now Ally will automatically count up the marketing qualified leads. The OKR syncs automatically every hour, but you can refresh it manually by clicking on ‘refresh’.
Note: Your access to Marketing hub and Sales hub metrics will depend on your HubSpot license.
Disabling the integration
The Hubspot integration may also be disabled by an Admin at any time. To disable the integration, as an Admin go to Hubspot in the Integrations section and click on Manage. In the Hubspot Configurations page, select the Change dropdown, click Disable and confirm the action.
Learn more about Ally’s other integrations here.