Metric.ai is a financial planning software tailored for professional services. Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.
HubSpot is inbound marketing and sales software that helps companies attract visitors, convert leads, and close customers. Do it all with just one platform. Sales with CRM, email tracking, meeting scheduler. Email marketing. Sites, Landing pages, Blogging, SEO. Marketing automation and marketing Analytics. Social MediaTry Hubspot for Free
Metric.ai properly maps clients, projects, and employees from HubSpot to augment analytics data. Multiple times per day Metric.ai imports objects from HubSpot.
Metric.ai automatically syncs with HubSpot multiple times per day after the initial connection. To connect Metric.ai to HubSpot, perform the following procedure:
1. Sign in to Metric.ai
2. Select INTEGRATIONS from the left menu
3. Click NEW button
4. Select HubSpot from the list of integrations
5. Authorize Metric.ai app in HubSpot.
6. Wait for couple hours (depends on the number of records) for the data to appear in Metric.ai
7. Validate that clients, projects and employees synchronized correctly.