« tlly.dev

Integrations · Sales

HubSpot dashboards and alerts

Chart HubSpot numbers on a live dashboard with green, yellow and red targets, refreshed on schedule, with an email or webhook alert when one crosses a line. Slack and Discord incoming webhooks get a short message.

What you can watch

• Open pipeline value
• Open deal count
• Deals won per week, after the preview shows the date field

Connect with a read-only key

1. In HubSpot open Development → Keys → Service keys and click Create service key. New accounts show “Legacy apps aren't available on this account” under Private apps; a service key is the path that works there (service key docs).
2. Name it “tlly”. Click Add new scope and add only read scopes: crm.objects.deals.read and crm.objects.contacts.read (add crm.objects.companies.read if you chart companies). Click Update, then Create.
3. Open the key, click Show, then Copy. Jobs send it as Authorization: Bearer.
4. Older accounts that still have private apps: Settings → Integrations → Private apps (or Development → Legacy apps), create an app named “tlly” with the same read scopes, and copy its access token (private app docs).

Pick only scopes ending in .read; the key then can't change records. Keys are encrypted at rest and only ever sent to HubSpot. HubSpot docs

Then ask:

Use the HUBSPOT_TOKEN secret to chart open pipeline value, open deal count and deals won per week from HubSpot.

Templates that work with HubSpot

• HubSpot pipeline coverPipeline cover against target from HubSpot, every Monday without a slide
• Pipedrive pipeline trackerPipedrive open pipeline and deals won, week by week
• Client KPI report for agenciesReplace the monthly client PDF with a live KPI link