How do I connect Hubspot to Klipfolio using Kondado?

Start by adding Hubspot as a data source in your Kondado account and authenticate with your Hubspot credentials. Then select Klipfolio as your destination and choose which pipelines you want to replicate, such as Contacts, Deals, or Email Events. Kondado handles the data transfer automatically, delivering your information directly to Klipfolio without requiring any database configuration or coding.

What Hubspot data can I visualize in Klipfolio?

Kondado offers 24 pipelines from Hubspot including Contacts, Companies, Deals, Email Events, Marketing Emails, and Tickets. You can visualize lead information, sales pipeline stages, campaign performance metrics, and customer service interactions all within your Klipfolio dashboards. This comprehensive data access allows you to build custom reports that track the entire customer lifecycle from first touch to renewal.

How often does Hubspot data update in Klipfolio?

You can configure your data refresh schedule to run every 5 minutes, 15 minutes, hourly, or daily depending on your business requirements. This automated update cycle ensures your Klipfolio dashboards reflect recent Hubspot activities without manual intervention. Set more frequent updates for active sales periods or choose daily refreshes for standard reporting needs.

What marketing KPIs should I track in Klipfolio with Hubspot data?

Track email open rates and click-through rates from the Email Events pipeline alongside lead conversion metrics from Contacts and Deals. Monitor form submission trends and marketing campaign ROI by connecting engagement data with actual revenue outcomes. These insights help you identify which marketing channels deliver the highest quality leads and best conversion rates.

Can I share Hubspot dashboards with my team in Klipfolio?

Yes, once you build your dashboards in Klipfolio using replicated Hubspot data, you can share them with stakeholders across your marketing, sales, and executive teams. Team members can view up-to-date business metrics without needing access to the underlying Hubspot CRM. This simplifies reporting and ensures everyone works from the same current data.

Do I need technical skills to replicate Hubspot data to Klipfolio?

No coding or technical expertise is required to connect Hubspot to Klipfolio through Kondado. The setup process uses simple point-and-click configuration to select your data source and destination. Business users can manage the entire replication process and schedule updates without involving IT departments or database administrators.

Can I visualize Hubspot deals and email campaigns together in Klipfolio?

Yes, by replicating both the Deals and Marketing Emails pipelines, you can create unified dashboards that show how email campaigns influence sales opportunities. Track which marketing messages generate the most qualified leads and monitor deal progression alongside campaign send dates. This correlation helps marketing and sales teams align their strategies based on actual revenue impact.

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Visualize Hubspot Data in Klipfolio

To visualize Hubspot data in Klipfolio, connect your Hubspot account to Kondado and select Klipfolio as your destination. Kondado replicates your marketing, sales, and service data on a configurable schedule, delivering it directly to your Klipfolio dashboards without requiring any technical setup or intermediate databases. Business users can then transform raw CRM information into actionable visual insights that help track pipeline health and campaign effectiveness.

Kondado provides a direct connection between Hubspot and Klipfolio with 24 available pipelines including Companies, Contacts, Deals, and Email Events, updating automatically every 5 minutes to 24 hours based on your business needs.

This gives you near-real-time access to your customer data, enabling marketing teams to monitor lead generation trends while sales managers track deal progression. The automated data flow eliminates manual exports and ensures your Klipfolio reports always reflect current business performance.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

With Kondado, you can unlock powerful business intelligence by combining specific Hubspot pipelines in Klipfolio. Analyze your Contacts alongside Deals to visualize conversion rates and identify which lead sources generate the highest value opportunities. Monitor Email Events and Marketing Emails to track campaign engagement metrics alongside sales pipeline data, helping you understand which marketing activities drive actual revenue.

By replicating data from the Tickets and Companies pipelines, support teams can create dashboards that correlate customer service interactions with account health and renewal rates. This holistic view enables operations teams to spot trends across the entire customer journey, from initial contact through post-sale support, without writing a single line of code.

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Hubspot data available in Klipfolio

available pipelines

805

extractable fields

Available integrations

Integration	Description
Companies	Includes information such as id, name, and properties related to contacts and deals.
Contact lists	Presents contact lists with details on membership and relevant properties.
Contacts	Brings contact information such as id, email, name, and created date.
Contacts: form submissions	Includes form submissions with fields such as conversion id, content type, and form id.
Contacts: lists membership	Displays the association of contacts to specific lists and their properties.
Custom object	Represents custom objects with fields such as id and specific properties.
Deals	Contains information about deals, including id, value, and related contacts.
Email events	Records email events with details on sending, opens, and clicks.
Engagements: Calls	Includes call details such as id, dispositions, and related objects.
Engagements: Emails	Presents email details including id and related objects.
Engagements: Meetings	This table contains information about meetings, including fields such as id, contact_id, company_id, and updated_at.
Engagements: Notes	Notes table includes fields such as id, contact_id, body, and created_at, allowing tracking of relevant information.
Engagements: Tasks	Tasks table presents fields such as id, contact_id, due_date, and status, facilitating activity management.
Feedback Submissions	Feedback submissions table includes fields such as id, contact_id, feedback_type, and created_at, allowing analysis of responses.
Leads	Leads table contains information such as id, email, status, and created_at, essential for managing potential customers.
Line Items	Line items table presents fields such as id, deal_id, product_id, and quantity, useful for tracking sales.
Marketing Emails	Marketing emails table includes fields such as id, subject, sent_date, and open_rate, allowing analysis of campaigns.
Owners	Owners table contains fields such as id, name, email, and created_at, essential for user management.
Payments	Payments table includes fields such as id, amount, payment_date, and status, useful for financial control.
Pipelines	Pipelines table presents fields such as id, name, stage, and created_at, important for sales management.
Products	Table contains information about products, including fields such as id, name, price, and description.
Properties Metadata	Table presents metadata of properties, including fields such as name, type, and description.
Property History	Table logs changes to properties, with fields such as id, created_at, and previous_value.
Tickets	Table includes information about tickets, with fields such as id, status, priority, and created_at.

Companies

Includes information such as id, name, and properties related to contacts and deals.

Contact lists

Presents contact lists with details on membership and relevant properties.

Contacts

Brings contact information such as id, email, name, and created date.

Contacts: form submissions

Includes form submissions with fields such as conversion id, content type, and form id.

Contacts: lists membership

Displays the association of contacts to specific lists and their properties.

Custom object

Represents custom objects with fields such as id and specific properties.

Deals

Contains information about deals, including id, value, and related contacts.

Email events

Records email events with details on sending, opens, and clicks.

Engagements: Calls

Includes call details such as id, dispositions, and related objects.

Engagements: Emails

Presents email details including id and related objects.

Engagements: Meetings

This table contains information about meetings, including fields such as id, contact_id, company_id, and updated_at.

Engagements: Notes

Notes table includes fields such as id, contact_id, body, and created_at, allowing tracking of relevant information.

Engagements: Tasks

Tasks table presents fields such as id, contact_id, due_date, and status, facilitating activity management.

Feedback Submissions

Feedback submissions table includes fields such as id, contact_id, feedback_type, and created_at, allowing analysis of responses.

Leads

Leads table contains information such as id, email, status, and created_at, essential for managing potential customers.

Line Items

Line items table presents fields such as id, deal_id, product_id, and quantity, useful for tracking sales.

Marketing Emails

Marketing emails table includes fields such as id, subject, sent_date, and open_rate, allowing analysis of campaigns.

Owners

Owners table contains fields such as id, name, email, and created_at, essential for user management.

Payments

Payments table includes fields such as id, amount, payment_date, and status, useful for financial control.

Pipelines

Pipelines table presents fields such as id, name, stage, and created_at, important for sales management.

Products

Table contains information about products, including fields such as id, name, price, and description.

Properties Metadata

Table presents metadata of properties, including fields such as name, type, and description.

Property History

Table logs changes to properties, with fields such as id, created_at, and previous_value.

Tickets

Table includes information about tickets, with fields such as id, status, priority, and created_at.

See all available data →

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How to create Hubspot dashboards in Klipfolio

Visualize your data automatically — no spreadsheet exports or custom scripts.

Connect Your Hubspot Account

Add Hubspot as a data source in Kondado and authenticate with your credentials to establish the connection. Select which pipelines you need, such as Contacts, Deals, or Email Events, to begin replicating your CRM data.

Choose Klipfolio Destination

Select Klipfolio from the available destinations and configure how you want your Hubspot data delivered to your dashboards. This direct connection eliminates the need for complex database setup or manual file transfers.

Configure Refresh and Visualize

Set your preferred update frequency between 5 minutes and 24 hours, then start building visualizations in Klipfolio that combine marketing, sales, and service metrics. Your dashboards will stay current automatically based on the schedule you define.