How to Build Reports From HubSpot Data in Coda

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It is very easy to build reports from HubSpot data in Coda. Here’s a quick tutorial on how to do it:

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1. Inside your Coda doc, navigate to the top-right corner and click 'Insert'.
2. Tap the provided search bar and type 'HubSpot'.
3. Following that, select the HubSpot data you want to sync and then drag it to the main workspace.
4. Tap 'Sign In With HubSpot' and log into your account.
5. Subsequently, select the HubSpot account you want to use and click 'Choose 'Account'.
6. Tap 'Complete Setup' to proceed.
7. Click 'Sync Now' to establish the connection between your Coda and HubSpot accounts.
8. 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.