Forecast revenue from the deals and pipeline for better growth planning
Connect HubSpot with Drivetrain to sync deals and pipeline stages, so you can forecast revenue and new ARR from your pipeline without exporting reports to Excel.
How Drivetrain connects with HubSpot
Connect with your HubSpot login
Sign into HubSpot from Drivetrain, choose the account, and approve access. Drivetrain only reads your CRM data.
Sync your deals and pipelines
Deals, pipelines, and stages come across, along with the companies each deal is linked to.
Start syncing in minutes
The first sync begins as soon as you approve access, and the data start to fill in within a few minutes.
Integration specs
- Integration type
- Native
- Backfill
- Full history
- Custom record
- Supported
- Set up time
- A few mins
- History tracking
- Supported
- Sync frequency
- As often as you want
Last Verified: Sept 2026
Refer setup guideAbout HubSpot
HubSpot is a customer platform that aligns marketing, sales, and service around your customer data. Its Smart CRM, AI-powered and flexible, keeps your companies, contacts, and deals in one place, so your teams build demand, win deals, and delight customers from the same records.
Build your revenue plan on your HubSpot deals
[ 01 ]
Forecast revenue from your weighted HubSpot pipeline
Each HubSpot deal comes across with its amount, stage, and close date. Drivetrain builds a stage-weighted forecast from your open deals.
The forecast flows into your P&L and cash flow, and when a rep moves a close date or wins a deal, the next sync updates both.
[ 02 ]
Trace closed deals into billing, revenue, and cash
Link each HubSpot company to its customer in your ledger once, and every closed-won deal sits next to that customer’s invoices, revenue, and payments.
When the board asks why bookings rose but revenue didn’t, you see which signed deals haven’t been invoiced yet.
[ 03 ]
Measure CAC and payback by sales channel
Closed-won deals come across from HubSpot with the channel they came from, such as inbound or partner.
Assign your ledger’s sales and marketing spend to the same channels once, by account or tag, and Drivetrain shows what each new customer cost to win and how long it takes to earn back.
[ 04 ]
Build your forecast on HubSpot deals, not pasted spreadsheets
Your HubSpot deals sync straight into Drivetrain, so the forecast builds on them directly instead of on a copy pasted into Excel or Google Sheets.
Your team stops spending days reconciling the spreadsheet with HubSpot, and the numbers in your board deck match the deals your sales team sees.
Tools commonly connected alongside HubSpot
ERP
Oracle NetSuiteERP
QuickBooksERP
HRIS and payroll
RipplingHRIS and payroll
BambooHRHRIS and payroll
Billing and warehouse
StripeBilling and warehouse
SnowflakeBilling and warehouse
How does Drivetrain connect to HubSpot?
Through your HubSpot login. A user with Admin access in Drivetrain and an active HubSpot account with API permissions starts the connection in Drivetrain and signs in to HubSpot. They choose the company account, review the permissions, and select Connect app. No provisioning or support from Drivetrain is needed.
Which HubSpot permissions does Drivetrain need?
The permissions HubSpot shows on its authorization screen, which let Drivetrain read your CRM data. Connecting with a HubSpot Super Admin account is recommended, so that no object is held back by a missing permission. In rare cases, Drivetrain's team may ask for temporary user access to troubleshoot, and you revoke it when they are done.
What data does Drivetrain sync from HubSpot?
Your deals and the records linked to them.
Deals: deals, with their pipelines and deal stages.
Records: companies, contacts, and users.
Links: the associations between deals, companies, and contacts.
How soon does HubSpot data appear in Drivetrain after we connect?
Within a few minutes. The first sync begins once you approve access, and your HubSpot datasets start to fill in within a few minutes.
How does Drivetrain match HubSpot deals to the customers in our ledger?
Through the companies on your deals. You match each HubSpot company to its customer in your ledger once, and from then on each sync keeps that customer's deals and ledger entries side by side.
Which revenue and sales metrics can Drivetrain report from HubSpot data?
Bookings, new ARR, churn rate, and LTV:CAC, among others. With your ledger connected alongside HubSpot, these sit in dashboards next to your financials.
Can Drivetrain compare a stage-weighted forecast with the forecast categories in HubSpot?
Yes. Drivetrain weights your pipeline by deal stage and by forecast category, so you can set the two views against each other and against your bottom-up forecast.
Can Drivetrain use HubSpot data for sales capacity and quota planning?
Yes. Drivetrain supports sales capacity, quota, and territory planning, and your HubSpot deals give those plans their pipeline.
Can we see the HubSpot deals behind a figure in a Drivetrain report?
Yes. Drill down from a figure in a report to the deals that make it up, so you can answer a question about a number without leaving Drivetrain.
Forecast revenue from your HubSpot deals, without the Excel export
