CRM

HubSpot

All-in-one CRM for managing deals, contacts, and support tickets with built-in reporting and pipeline management.

What gets synced

Roiva writes these metric observations on each sync. Reference the key in a value formula to use this data in your ROI calculations.

Deals

hubspot.deals.won_count Won Deal Count count

hubspot.deals.lost_count Lost Deal Count count

hubspot.deals.won_value Won Deal Value currency

hubspot.deals.win_rate Win Rate percentage

hubspot.deals.avg_sales_cycle_days Avg Sales Cycle (days) duration

hubspot.deals.avg_value Average Deal Value currency

hubspot.deals.open_count Open Deal Count (snapshot) count

hubspot.deals.open_value Open Deal Value (snapshot) currency

Contacts

hubspot.contacts.new_count New Contact Count count

hubspot.contacts.mql_count MQL Count count

hubspot.contacts.sql_count SQL Count count

hubspot.contacts.lead_to_mql_rate Lead-to-MQL Rate percentage

hubspot.contacts.mql_to_sql_rate MQL-to-SQL Rate percentage

Tickets

hubspot.tickets.new_count New Ticket Count count

hubspot.tickets.closed_count Closed Ticket Count count

hubspot.tickets.resolution_rate Resolution Rate percentage

hubspot.tickets.avg_resolution_days Avg Resolution Time (days) duration

Marketing

hubspot.marketing.campaigns_launched Campaigns Launched count

hubspot.marketing.email_open_rate Marketing Email Open Rate (%) percentage

hubspot.marketing.posts_published Blog Posts Published count

hubspot.marketing.organic_sessions Organic Search Sessions count

hubspot.tickets.open_count Open Ticket Count (snapshot) count

Common use cases

Track deal win rates and sales cycle length before and after AI tooling
Measure how AI-assisted outreach affects contact engagement
Monitor customer support ticket volume and resolution time
Attribute pipeline growth to specific AI-enabled initiatives

How to connect

You connect HubSpot from inside Roiva, so you need a Roiva workspace first. Sign in to connect it now. New to Roiva? Take the free assessment and create your workspace at the end, or request an invite.

In HubSpot: Connect as a super admin or a user with the App Marketplace access permission — HubSpot lets no one else install an app. If HubSpot shows the three optional marketing permissions (campaigns, content, analytics) as disabled for this app by an admin, a super admin allows them for Roiva under Settings → Integrations → Connected apps first. Campaigns need Marketing Hub Professional or higher, and content (marketing email and blog) needs Marketing Hub or CMS Hub Professional or higher — on a lower tier HubSpot will not offer them, and those counts stay recorded by hand.
In Roiva: Connect via OAuth — you will be redirected to HubSpot to authorize. Tick the optional marketing permissions if you want campaign, email, blog and organic-traffic metrics.
In HubSpot: Ensure your HubSpot user has access to the CRM objects you want to sync
Back in Roiva: The connection page reads each thing Roiva syncs, and names any permission HubSpot hasn't granted: a missing CRM one needs a Reconnect, a missing marketing one needs a Reconnect, and a super admin to allow it first if HubSpot shows it disabled by an admin
Back in Roiva: After connecting, link this connection to an initiative on the Initiatives tab

Tips for capturing value

Use the object type selector on your initiative link to sync only Deals, Contacts, or Tickets — whichever is most relevant
Deal win rate and average sales cycle days are strong leading indicators for AI-assisted sales initiatives
Use Filters to scope data to a specific HubSpot pipeline so you are only measuring the segment your initiative targets
If a sync run says marketing surfaces were skipped, Reconnect and tick those permissions; if HubSpot shows them disabled by an admin, a super admin allows them for Roiva under Connected apps first

Need help?

Email hello@roiva.ai with what you're seeing, and you'll hear back within one business day.

HubSpot

Start with the free AI ROI exposure assessment, then connect HubSpot once your workspace is set up.

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