Integration · support ·
soon
Pipeline context, pulled into the briefing — not a second tab.
Herald will read your HubSpot deals, contacts, and notes so the Monday briefing knows which accounts are late-stage, which churned prospects converted elsewhere, and which open deals haven't moved.
What Herald reads
What Herald reads from HubSpot.
- Open and closed deals with stage, value, and owner
- Contact notes and last-touch activity per account
- Deal velocity and days-in-stage by pipeline
- Churned deal reasons from disposition fields
- Contacts associated with your paying Stripe accounts
Ask anything
Questions you can ask.
- “Which enterprise deals have been stuck in the same stage for more than 30 days?”
- “How many deals closed this quarter vs last quarter?”
- “Which accounts churned and also had an open deal we lost before?”
- “Who owns the most at-risk accounts right now?”
- “What's the win rate for deals that started as inbound trials?”
This week’s briefing
A sample excerpt.
Three deals moved to Proposal this week — two from accounts already on trial. Pipeline velocity is down 12% vs the 8-week average; six deals have been in Negotiation more than 21 days. James at Meridian Group has a note from two weeks ago flagging procurement delays.
Setup
How to connect.
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Coming this quarter — sign up to be notified when the HubSpot integration ships.
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Once live, connect via OAuth in Settings → Integrations. Herald will request read-only access to deals, contacts, and notes.
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Map HubSpot company IDs to your Herald account model so deal context appears alongside Stripe revenue and support data.
Connect HubSpot. Read Monday's briefing.
Magic link. No password, no credit card.
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