HubSpot Beta: weekly reviews from live metrics, with drift and next steps made obvious.
ApplyFollow these steps to link your HubSpot account and start syncing live deal and pipeline data into your Ndever Metrics and Objectives.
Before you begin
You must be an admin of your Ndever organization to connect integrations. If you are not an admin, ask your organization admin to complete this setup.
In the Ndever sidebar, go to the bottom left corner and click your name. A small menu will appear with Profile, Settings, Admin Panel, and Log out.
Click Settings from the menu. On the Settings page, select Integrations from the left sidebar. You will see the HubSpot integration card.
On the Integrations page, find the HubSpot card and click the orange Connect HubSpot button. This will redirect you to HubSpot's authorization page.
You will be taken to HubSpot. Log in if prompted, then review the requested permissions and click Allow to grant Ndever access to your HubSpot CRM data — including deal values and pipeline data.
What Ndever accesses:
After authorizing, you will be redirected back to Ndever automatically. Head to the Metrics tab in the sidebar, then click New Metric in the top right.
You will see a library of HubSpot-connected metric templates — things like Current ARR, Open Pipeline Value, Closed-Won Deal Count, and more. Select a template, preview your live HubSpot data to confirm it looks right, then finish setting up the metric. It will sync from HubSpot automatically from there.
With your metrics live, head to Objectives to set a target and time window. Ndever will show plan vs actual, forecast, and surface drift the moment your trajectory starts slipping — before the quarter is over.
Setup summary
After connecting
Head to Metrics in the sidebar to create your first HubSpot-powered metric, then attach it to an Objective to see plan vs actual and drift.
Questions? Contact support →
Once HubSpot is connected, here is how to get value fast.
Create your Metrics
Go to Metrics in the sidebar and add your first HubSpot-sourced metric — like Current ARR, Open Pipeline, or Deals Won.
Open Metrics →Set up Objectives
Attach metrics to an Objective with a target and date window. Ndever will show plan vs actual and surface drift the moment it appears.
Open Objectives →Run Meeting Mode
Head to Meetings and generate your first drift-forward agenda. Talking points, next steps, and action items — in one click.
Open Meetings →We work closely with every beta customer. If you hit a snag or have a question, reach out directly.
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