Veltrix AI

HubSpot

Included in all plans

https://www.hubspot.com/

Connect HubSpot to see whether deals, contacts, and sales activity are becoming customers and collected cash. Owners see what is working. Finance teams and advisors can connect sales activity to the books and see what needs follow-up.

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Installation instructions

1. Open Data Sources in Veltrix and click Connect on the HubSpot tile.

2. Sign in to HubSpot and choose the account you want to connect.

3. Approve the read-only permissions. Veltrix starts pulling your HubSpot data immediately.

Use cases

Connect closed deals to cash.

Compare HubSpot closed-won deals with payments in QuickBooks or Xero. Owners see collected cash, not just deal value. Finance teams and advisors see which deals still need follow-up.

See where sales are slowing down.

Ask which deals are stuck, which customers drive revenue, or where conversion has dropped. Owners see what changed, while finance teams and advisors can check the HubSpot records behind the answer.

Share one view with sales and finance.

Turn answers into dashboards that sales, finance, owners, and advisors can review together. Every answer links back to the HubSpot records and accounting data behind it.

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Support

FAQs

Built from the first questions our trial users and advisors send us. Need something more specific? Chat with us — we usually reply within an hour on US business days.

Will connecting Veltrix change anything in my HubSpot account?

No. Veltrix uses HubSpot's official secure connection to read your CRM only. Veltrix cannot create, edit, or delete contacts, deals, companies, quotes, or any other HubSpot record.

Does the HubSpot integration cost extra?

No. The HubSpot integration is included in every Veltrix plan — Starter, Core, and Pro — at no extra cost, even on the free HubSpot tier. Veltrix's pricing is based on seats and plan, not on which tools you connect.

Can Veltrix tell me if HubSpot deals turned into actual revenue?

Yes — when HubSpot is connected together with QuickBooks or Xero. Veltrix compares closed-won deals in HubSpot against payments actually collected in your accounting tool, and tells you exactly which deals didn't show up as cash.

How current is the HubSpot data Veltrix shows?

Veltrix re-syncs your HubSpot data on a regular schedule. Most users see updates from HubSpot reflected in Veltrix answers within minutes of asking a new question.

Does Veltrix work with the free HubSpot plan?

Yes. Veltrix works with HubSpot Free, Starter, Professional, and Enterprise. Core CRM data (Contacts, Deals, Companies, Calls, Meetings, Notes, Tasks, Line Items, Products, Quotes, Owners) works on every HubSpot plan, including Free. Some marketing data — Campaigns, Landing Pages, Site Pages, Blog Posts, and Marketing Events — requires a paid HubSpot Marketing Hub subscription.

Can I disconnect HubSpot from Veltrix later?

Yes. Go to Settings → Data Sources → HubSpot → Disconnect. Veltrix immediately stops reading new HubSpot data and removes its working copy of your HubSpot data within 30 days.

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