CRM & marketing integration
Turn your HubSpot pipeline and marketing data into governed revenue reporting.
What you can do with HubSpot in Maven
Maven connects HubSpot and models deals, pipeline, contacts, and marketing email into governed metrics. Track pipeline value, win rate, deal velocity, and email engagement, break the funnel down by stage, owner, or pipeline, and connect closed revenue back to the campaigns that sourced it.
What you can measure
Maven keeps HubSpot numbers consistent across dashboards, reports, and answers so the team is not debating which spreadsheet is right.
CRM deals or franchise-sales leads at deal grain
CRM deal amount for monetary CRM opportunities; FranConnect lead rows have no amount
Pipeline amount weighted by stage probability
Deals marked closed-won at the CRM stage outcome
CRM deals whose stage outcome is won or lost
Average days from creation to close
Average age of currently-open deals in days (creation to today)
Closed-won deals divided by all closed deals
Average CRM deal amount calculated from deal amount divided by deal count
Average number of days open deals have remained in their current pipeline stage
Average CRM forecast probability across deals that provide a forecast probability
Average pipeline-stage probability across represented CRM deals
CRM leads or contacts at lead/contact grain
CRM leads or contacts whose conformed lifecycle stage is marketing-qualified lead
CRM leads or contacts whose conformed lifecycle stage is sales-qualified lead
CRM leads or contacts marked qualified by native or inferred lifecycle evidence
CRM leads or contacts marked converted by native or inferred lifecycle evidence
CRM leads or contacts that resolve to ecommerce customer identity
Marketing-qualified CRM leads divided by all CRM leads
Sales-qualified CRM leads divided by all CRM leads
Qualified CRM leads divided by all CRM leads
Converted CRM leads divided by all CRM leads
CRM leads matched to ecommerce customers divided by all CRM leads
Average native lead score across CRM leads that provide a score
CRM deal association rows or summary counts
CRM deal-to-contact associations where native contact IDs are available
CRM deal-to-account associations where native account IDs are available
CRM stage/property history events plus current-stage observations
Current-stage snapshot observations in the CRM stage history surface
Open deals in the pipeline as of each snapshot date
Open deal amount in the pipeline as of each snapshot date
Probability-weighted open pipeline value as of each snapshot date
Cumulative closed-won deals as of each snapshot date
Cumulative closed-lost deals as of each snapshot date
Deals in the stage as of the snapshot date.
Cumulative closed deal amount as of the snapshot date.
Emails sent by connected email platforms at send grain
Emails delivered by connected email platforms at send grain
Email opens including repeat opens at send grain
Unique recipients or profiles that opened at send grain
Email clicks including repeat clicks at send grain
Unique recipients or profiles that clicked at send grain
Bounced emails from connected email send performance rows
Unsubscribes from connected email send performance rows
Unique opens divided by emails delivered
Unique clicks divided by emails delivered
Messages sent by Iterable
Message opens reported by Iterable
Message clicks reported by Iterable
Message bounces reported by Iterable
Unsubscribes reported by Iterable
Conversions reported by Iterable
Revenue attributed by Iterable
SMS message bounces across connected messaging platforms
SMS message clicks across connected messaging platforms
SMS messages delivered across connected messaging platforms
SMS unsubscribes across connected messaging platforms
SMS messages sent across connected messaging platforms
SMS messages received across connected messaging platforms
Push messages sent across connected messaging platforms
Push opens across connected messaging platforms
Push bounces across connected messaging platforms
SMS bounces reported by Iterable
Orders attributed to SMS sends
Revenue attributed to SMS sends
Spam or abuse reports from connected email send performance rows.
Replies received from connected email send performance rows.
Orders attributed to the send by the email platform.
Revenue attributed to the send by the email platform.
Questions you can ask
Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.
What is our deal pipeline value by stage for deals created in the last 90 days?
Show closed deals by stage
Show average days to close by owner
Show average open deal age by owner
Show open pipeline by stage
Show won and lost deals in the latest pipeline snapshot by stage
Show closed amount by pipeline in the latest pipeline snapshot
How many ServiceTitan bookings did we get in the last 30 days?
Report templates
Use HubSpot reporting templates to see what needs attention, what can be trusted, and which optional fields need cleanup before the next review.
A client-ready LinkedIn account engagement report connected to CRM pipeline, revenue, journeys, and warm-account signals.
Paid company delivery uses LinkedIn MEMBER_COMPANY. Organic engagement and firmographics require LinkedIn Company Intelligence provisioning.
How it works
No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
Maven pulls your HubSpot data (8 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.
Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.
What Maven syncs from HubSpot
Works well with
FAQ
Maven exposes 79 governed HubSpot metrics, including Deal Count, Deal Amount, Weighted Pipeline, Won Deals, Closed Deals and Avg Days to Close, each defined once so it means the same thing in every report.
You can break HubSpot metrics down by Deal Name, Pipeline, Deal stage, Stage Probability, Stage outcome, Source Timezone, Close date and Forecast Probability, and more.
Yes. HubSpot reports alongside sources like Google Ads, LinkedIn Ads, Google Analytics 4 and Klaviyo. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.
Maven syncs HubSpot automatically: a fast first source pull after connecting, then scheduled refreshes that keep reports current. The last successful sync time is always visible, so you know the source data is fresh before it feeds a trusted reporting workflow.
Yes. Maven models HubSpot deals and pipeline alongside marketing email sends and engagement, so the same workspace can answer pipeline questions and email-performance questions.
Yes. Maven connects to HubSpot over its official OAuth flow, no password sharing, stores access tokens encrypted, and pulls read-only reporting data into a governed warehouse you control.
Bring one recurring report, disputed metric, or client workflow. We'll show where the time goes, what can be trusted now, and how Maven would improve it.
We'll review the workflow behind one client report
You'll see what Maven can own across data, QA, and delivery
No pitch deck. No pressure. 20 minutes.
