Auto-updates from HubSpot eliminate manual data entry by connecting your CRM metrics directly to Key Results and Initiatives. Whether you track pipeline revenue, contact acquisition, or deal conversion rates, Rhythms synchronizes these metrics automatically so your OKRs stay current without copying data.

New to auto-updates? The How to Set Up Auto-Updates article covers the general setup process and when auto-updates work best for your tracking needs.

Your workspace administrator needs to enable the HubSpot integration in Rhythms before you can connect. Visit Enable Integrations for Your Workspace if you don't see HubSpot as an option.

You need a HubSpot account (or Microsoft account with HubSpot access) to connect. Rhythms respects your HubSpot permissions—you can only connect CRM data you already have access to in HubSpot. The connection is read-only and never modifies your HubSpot data.

Rhythms supports numeric Key Results and Initiatives that track measurable progress. Before connecting, make sure your Key Result or Initiative uses a number-based metric rather than milestones or completion status.

HubSpot auto-updates work well for:

Rhythms guides you through HubSpot connections using a conversational interface. You describe what you want to track, and Rhythms locates the data in your accessible CRM.

After authentication, Rhythms starts a conversation to help you find and connect your data.

Tell Rhythms what you want to track in natural language. Rhythms searches your accessible HubSpot data and confirms what's available with your specific configuration.

Effective ways to describe your tracking needs:

Revenue tracking:

Contact and company metrics:

Conversion and performance metrics:

Rhythms evaluates what's possible with your HubSpot data and tells you directly:

"I can track that" - Rhythms found the data and can set up automatic tracking exactly as you described.

"I can track something similar" - Rhythms found related data but needs to adjust your request. It will explain what's available and ask if the alternative works for your needs.

"That's not available in your HubSpot data" - Rhythms cannot access the specific data you requested. It will explain why and suggest alternatives if possible.

"Let me check what's available" - Rhythms is exploring your CRM to understand what fields and calculations your HubSpot account provides.

This conversational approach means you don't need to know HubSpot field names or technical details—just describe your business metric and Rhythms handles the complexity.

Rhythms adapts to your HubSpot configuration. The specific capabilities depend on your HubSpot setup, custom fields, and account type.

Standard tracking that works across all HubSpot accounts:

Advanced tracking available with certain HubSpot configurations:

When you request advanced tracking, Rhythms checks your HubSpot data and confirms what's possible. If a specific filter or calculation isn't available, Rhythms will explain the limitation and suggest the closest alternative.

If Rhythms needs more information, it asks clarifying questions:

Answer these questions naturally—Rhythms uses your responses to find exactly the data you need.

Before finalizing, Rhythms shows you:

Review this information to confirm Rhythms found the right data. If the value doesn't match your expectations, provide more details and Rhythms will search again.

Once you confirm, Rhythms establishes the auto-update connection and begins daily synchronization.

Rhythms updates your Key Result or Initiative daily at 3 AM UTC. Each sync:

Auto-updates handle the numbers, but you still create check-ins to provide context. Your check-ins explain progress, highlight blockers, and give stakeholders the story behind the metrics. For guidance on effective check-ins with automated data, see Effective Check-ins to Track OKR Progress in Rhythms.

After connecting, you'll see a Connected to HubSpot button on your Key Result or Initiative. Click this button to view connection details or disconnect the auto-update.

The HubSpot integration adapts to your specific HubSpot configuration. What's available depends on your account setup, custom fields, and data structure.

These capabilities work regardless of your HubSpot configuration:

Basic CRM data access:

Standard calculations:

Daily synchronization:

Advanced features vary based on your HubSpot configuration:

Filtering and segmentation:

The availability of these features depends on which fields your HubSpot account includes and your access permissions. When you request filtering during setup, Rhythms checks your data and confirms what's possible.

Custom properties:

If you've defined custom fields in HubSpot, you can reference them by name when describing what to track. Rhythms will confirm whether those fields are accessible.

Calculated metrics:

Rhythms evaluates whether your HubSpot data supports the calculation you need and tells you if adjustments are required.

Some capabilities aren't available through the current HubSpot connection:

Data types not accessible:

These data types require different HubSpot API scopes than the integration currently uses.

Update frequency:

Configuration changes:

Historical analysis:

When Rhythms cannot provide a specific capability:

For complex historical analysis:

For real-time tracking:

For activity-based metrics:

If capabilities you need aren't available, use the feedback option in Rhythms to let us know what would be most valuable for your OKR tracking.

To change your HubSpot configuration, you'll need to disconnect and reconnect. This disconnect-and-reconnect process is the same across all auto-update integrations. Learn more: How to Set Up Auto-Updates

Important: Before disconnecting, test new configurations on a separate Key Result to verify they work as expected. This prevents gaps in your tracking.

What's preserved during reconfiguration:

What changes:

There will be a brief period without automatic updates while you reconfigure.

Yes. Each Key Result or Initiative can have its own HubSpot connection tracking different pipelines, contact segments, or deal criteria. For example, one Key Result might track Q1 pipeline revenue while another tracks new contact acquisition.

Yes. Multiple team members can track the same deals, contacts, or pipelines in their respective Key Results. Each person uses their own HubSpot account credentials for authentication.

If your HubSpot permissions change and you no longer have access to the tracked data, Rhythms cannot sync updates. The connection remains active but won't receive new values until access is restored. You'll need to disconnect and reconnect with appropriate credentials if access doesn't return.

No. Each Key Result or Initiative can have only one auto-update connection at a time. You can connect HubSpot or another integration, but not both simultaneously. To switch integrations, disconnect the current one first.

Rhythms syncs with HubSpot once daily at 3 AM UTC. This scheduled sync ensures all auto-update integrations update predictably. More frequent or real-time syncing isn't currently available.

Check the last sync time shown on your connection. If HubSpot changed after the most recent sync, Rhythms will show yesterday's value until the next scheduled update. Also verify your connection tracks the same data you're viewing in HubSpot—different filtering criteria can produce different totals.

Not with a single connection. Each connection tracks one data source or pipeline. To aggregate metrics across multiple pipelines, consider creating separate Key Results for each pipeline and using an Objective with automatic rollup to combine them, or connect HubSpot data to PowerBI for cross-pipeline analysis.

No. The connection is read-only. Rhythms reads values to calculate your metrics but never creates, updates, or deletes records in HubSpot. Your CRM data remains unchanged.

Possibly—it depends on your HubSpot configuration and account type. When you request tracking that involves custom fields during setup, describe them by name. Rhythms will check your HubSpot data and confirm whether those fields are accessible for tracking.

If Rhythms cannot access specific data, it will explain why (field not available, permission issue, data type limitation). You can try describing your need differently or ask Rhythms to suggest the closest alternative it can track. For capabilities that truly aren't available, consider manual check-ins or connecting HubSpot reports through other integrations like PowerBI.

Describe your filtering needs during setup and Rhythms will check what's available with your HubSpot configuration. For example, "track deals over $50,000 in the negotiation stage" or "count contacts where company size equals enterprise." Rhythms will confirm if those filters work with your HubSpot data.