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 Insights feed in Settings > External Data Feed to be toggled on. This allows embed URLS to be created for your account Insights. If you'd like to refresh the embed URL links, you can click on the "Refresh Links" and the old URLs will no longer work. You'll need to re-copy and replace the URLs.
In the Insights page, you can copy the embed URL links and use this in other webapps and dashboards that allow for embedding.
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 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 vertical menu icon and select Edit. After making your changes, click Save.
