Sales teams benefit from having Dear Lucy’s visual sales dashboards seamlessly integrated into their HubSpot interface for quick, actionable insights. Here’s a simple guide on how to embed Dear Lucy into your HubSpot dashboard.
CRM Hygiene Dashboard by Dear Lucy embedded inside HubSpot UI.
In Dear Lucy:
Create a Public Link: Generate a public link for easy embedding.
Go to Users > Manage Public Links
Add Public Link > Give a Description (name) > Choose the Dashboards you’d like to include > Autoplay Off (no carousel needed)
In HubSpot:
Add the Public Link: Go to your HubSpot dashboard and add the public link to seamlessly embed the Dear Lucy dashboard.
Choose the dashboard
Go to Actions > Add External Content
Choose Other Content > Give a Title to your Dashboard > Paste the Dear Lucy Public Link to URL field
By following these steps, you can access all the power of Dear Lucy’s sales performance dashboards without ever leaving HubSpot. Keep your team productive and focused with everything in one place.
Interested?
Dear Lucy offers embedded Sales Analytics for HubSpot. Book a session with our expert to learn more!