It is very easy to build reports from HubSpot data in Coda. Here’s a quick tutorial on how to do it:
- Inside your Coda doc, navigate to the top-right corner and click 'Insert'.
- Tap the provided search bar and type 'HubSpot'.
- Following that, select the HubSpot data you want to sync and then drag it to the main workspace.
- Tap 'Sign In With HubSpot' and log into your account.
- Subsequently, select the HubSpot account you want to use and click 'Choose 'Account'.
- Tap 'Complete Setup' to proceed.
- Click 'Sync Now' to establish the connection between your Coda and HubSpot accounts.
- Finally, summarize your report based on the data from the selected HubSpot item. Going forward, repeat the same series of steps if you wish to add more related information.
