HubSpot
HubSpot Usage Monitoring
About HubSpot
HubSpot is a comprehensive platform for marketing, sales, and customer service. It helps businesses manage customer relationships, automate marketing campaigns, and track sales pipelines. Monitoring HubSpot is crucial for ensuring that your sales and marketing teams are effectively using their licenses. This is similar to monitoring other CRM platforms like Salesforce or Pipedrive.
Prerequisites
To begin monitoring HubSpot, ensure you have the following components and permissions in place:
- OpenLM Components: OpenLM Cloud Broker and OpenLM SLM are required.
- Platform-specific Requirements: You'll need administrative access to your HubSpot account to generate a private app access token.
Configuring data collection
Follow these step-by-step instructions to set up data collection for HubSpot in OpenLM Cloud Broker:
- Enable API Access: In your HubSpot developer settings, create a private app and generate an access token with read permissions for users and subscriptions.
- Add Credentials: In the OpenLM Cloud Broker dashboard, find the HubSpot integration and enter the private app access token.
- Verify Connection: Test the connection to ensure that OpenLM can successfully communicate with the HubSpot API.
- Approve in OpenLM: Approve the new data source within the License Servers section.
- See Data: Usage data for HubSpot users will now be visible in the OpenLM Allocation service.
Viewing reports
Access your reports to analyze usage patterns.
- User Activity Trends: Track which sales and marketing users are most active in the platform.
- Expired/Unused License Reports: Identify and reclaim licenses from inactive users to optimize costs.