Notes:
A HubSpot integration will need to be connected and working. Check out our article here for more details
The CRM integration feature is available on our Grow AI and Scale AI plans. Please contact support if you want to upgrade your plan.
To view revenue analytics, Known Readers will need to be enabled.Revenue analytics requires individual reader data. Take a look at our article here for more details.
This article explains how to configure HubSpot deal data in Turtl to enable the Revenue Dashboard and view accurate revenue and pipeline analytics for your content.
Once set up, you can analyze which Turtl documents influence deals, pipeline progression, and revenue performance.
Enable deal data syncing
Before configuring your pipeline, please ensure you enable deal data syncing.
In Turtl, go to Integrate
Select HubSpot
Open Settings
Navigate to Prove ROI with revenue data
Turn on Sync deal data and enable revenue analytics
This allows Turtl to pull deal and pipeline data from HubSpot.
Configure your pipeline and deal data
Once deal data syncing is enabled, use the Deal Data Configurator to define how HubSpot deal data is processed. To find your HubSpot pipeline, navigate to the relevant object (like Deals or Tickets) on the main menu, switch to the Board View (grid icon), and use the pipeline dropdown menu to select and view different sales/process stages, or go to Settings > Objects > [Your Object] > Pipelines to manage and customize them
1. Select a HubSpot pipeline
Choose the HubSpot pipeline you want to track.
If your HubSpot account uses multiple pipelines, you can configure them individually.
2. Map deal fields
Map the relevant HubSpot deal fields to match your data, such as:
Deal value
Close date
Deal owner
These fields are used to calculate revenue, pipeline value, and deal influence.
3. Map deal stages
Map your HubSpot deal stages to the following categories:
Open
Won
Lost
This enables Turtl to track deal progression accurately throughout the pipeline.
4. Filter deals (optional)
Apply filters if you need a more complex setup, such as including only specific deal types or regions.
5. Set currency
Currency is set at the team level and follows your account settings.
6. Review and save
Review the deal table preview at the bottom of the configurator to confirm which data Turtl will process.
Click Save to complete the setup.
Deal data refreshes automatically once per day. After a few minutes, your HubSpot deal data will begin appearing in Revenue Analytics.
Using the Revenue Dashboard
Once setup is complete, go to the Revenue Dashboard to view insights such as:
Revenue and ROI influenced by Turtl content
Deals and pipeline stages impacted by your documents
Hidden opportunities within your pipeline
Which Turtl documents generate the most revenue
You can also use Hatch AI within the dashboard to get tips and recommendations to help grow your revenue impact.