How does it work
You can embed QuarterOne external enhanced reports using the Dashboard embed functionality in HubSpot.
Note: This is currently only available for Professional and Enterprise HubSpot Users.
This requires the External data feed in Settings > External Data Feed to be toggled on and saved in either a Google sheets or an Excel file in Microsoft Sharepoint. You can learn more on our help article: External data feed.
Once an external report in setup in either google sheets or in SharePoint, you can embed that report in your HubSpot Dashboard. You will need the embed link from either sources.
In HubSpot
Use the Embed code to add that report or just a part of it into your HubSpot dashboard. Follow these steps from HubSpot, to embed the report:
In your HubSpot account, navigate to Reports > Dashboards.
In the upper left, use the dashboard dropdown menu to select the dashboard you want to add content to.
In the upper right, click Actions, then select Embed external content.
In the dialog box, set up your external content:
In the Title field, enter a title for your content.
In HubSpot
Use the Embed code to add that report or just a part of it into your HubSpot dashboard. Follow these steps from HubSpot, to embed the report:
In your HubSpot account, navigate to Reports > Dashboards.
In the upper left, use the dashboard dropdown menu to select the dashboard you want to add content to.
In the upper right, click Actions, then select Embed external content.
In the dialog box, set up your external content:
In the Title field, enter a title for your content.
In the URL or embed code field, enter the URL or embed code for the content you want to add. A preview of the content will then appear. If your content doesn't appear as expected, check out the troubleshooting steps below.
Click Create.
To update external content, hover over the content card, then click the verticalMenumenu icon and select Edit. After making your changes, click Save.