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How to Create a Plecto TV Dashboard for HubSpot
Using Plecto to Get the Most Out of HubSpot
HubSpot has rapidly become one of the most popular CRMs for any company looking to improve and optimize its sales, marketing, and customer service processes. It has a huge range of functions, leading it to occupy a favored position among all CRMs on the market. However, there are a few things it can’t do, and one of these is displaying your data on TVs around the office.
TV dashboard displays are the sensible choice for companies that want to foster a greater data-driven office environment. Visualizing your data publicly confers several advantages—from employee motivation, to improved collaboration between teams, and more. Therefore, it’s crucial you have the capacity to display data for your employees, and display it reliably and well.
So how to solve the issue of getting your indispensable HubSpot data visualized on TVs for your team — and organization’s — benefit?
The answer is simple. You can integrate HubSpot with Plecto, and take advantage of Plecto’s TV-screen compatibility to unlock the full potential of both platforms — and get the in-office data-based collaborative (and competitive!) environment you need.
Benefits of TV Dashboards for HubSpot Users
First things first: TV dashboards are not only ideal, but essential for the modern, data-driven office environment. But why?
We’ve listed the biggest reasons below. Taking these into account, you can see how your HubSpot data will have a transformative impact on your teams when displayed via TV screens across your office.
1. Transparency and Data Democratization
Transparency means clarity and openness. In a transparent setting, data is shared freely and employees and management see the same information. When everyone has access to the same data, this creates a democratic ethos where individuals take accountability for their actions and are empowered to perform their best.
2. Real-Time Performance Insights Visualized
Because live dashboards eliminate the need for manual reporting, the insights they provide can be displayed for immediate, on-the-go visual feedback. This setup is effective because your complex data is simplified for both employees and management alike. This facilitates flexible decision-making and easier problem-solving for everyone, allowing a data-driven culture to take root at your office at all levels.
KPI visualization is an essential component of this strategy. As KPI widgets are bite-sized pieces of data, they’re particularly ideal for tracking in a real-time dashboard format. Best yet, daily exposure to visualized KPIs on your dashboard setup can prompt your employees to take actionable steps to achieve these KPIs.
3. Improved Collaboration Among Teams
Dashboard data easily facilitates knowledge-sharing and collaboration among teams and the people within them. Data being readily available and accessible allows for continual check-ins, so all teams and team members are aware of how each other’s work impacts their own.
At times when your office is working on a massive across-the-board project or attempting to hit a longstanding goal, the collaboration that data dashboards promote will absolutely aid in getting you where you need to be.
4. Increased Motivation
Not only does data visualization on TVs increase motivation and productivity, but throw some gamification into the mix and watch your teams’ performance really take off! Displaying individual and team data fosters competition when people see each others’ stats—and want to beat them.
With the addition of gamified elements, such as contests, notifications, badges, leaderboards, and the Plecto Reward Store, you can set your employees to compete not only for praise from their colleagues, but even tangible benefits.
How to Integrate HubSpot Data with Plecto
Just how are you supposed to integrate Plecto and HubSpot? Below is a brief overview of how to do so. Thankfully, it’s extremely intuitive! For more details on compatible data, pipeline ID, and registration deletion and updating, you can check out our HubSpot Integration guide.
- On your Plecto homepage, go to Data sources → New data source → Plecto.
- Click Next and log in to your HubSpot account.
- Click Grant access, giving Plecto permission to access your HubSpot data.
- Select the data you want to import.
- Configure your data source settings. You can change the title, choose the default data, select the fields to import, and more
- Click Next to choose how much data to import, and how long you want to keep it in the data source.
- Click Import to finish.
And that’s it! Your HubSpot data is now integrated with Plecto, meaning you are now able to get building! And if you want to save even more time, Plecto offers three ready-to-go dashboards.
Why Build Dashboards in Plecto and Not in HubSpot?
There’s a big question you’re probably wondering, however: why Plecto? Why build and use Plecto dashboards instead of HubSpot’s own native dashboarding capabilities?
By far the most important reason is that Plecto is optimized for dashboards, and HubSpot for CRM. However, there are a few other reasons, so we’ll discuss them here.
1. Plecto can perform more customizable calculations
Whether you’re interested in drilling down on your sales pipeline, optimizing your CSM workflow, or creating custom KPIs to help you with these processes (and more), Plecto’s ability to perform specialized work across teams and a variety of industries is second to none. Plecto’s all-around versatility means its dashboards are top-notch in customizability: they can display what you want them to, when you want them to, and how you want them to.
2. Plecto can combine with other systems
In this same vein, Plecto can combine with numerous systems and platforms. Over 100 integrations are compatible with Plecto, allowing for a full range of functionality within the Plecto framework. Whether you need HubSpot’s powerful CRM capabilities, Excel’s data organization, or the features found on any other platform, you don’t have to sacrifice their capabilities to obtain the benefits of Plecto use.
Instead, you can combine them and watch the magic happen. For example, you can read here about how the UK-based Insurance Surgery integrated their Aircall system with Plecto to obtain a visual overview of their sales data.
3. Plecto has many features beyond CRM
Finally, whether you want gamification to spur your teams on to success, real-time reports to eliminate manual data entry, or performance agreements to help your employees meet professional goals, Plecto can do a lot of things that most other dashboard solutions can’t—one of the biggest reasons it remains among the most popular and well-regarded dashboard solutions on the market.
Bring Your Data to the Next Level With Plecto x HubSpot
The Plecto x HubSpot integration is an ideal solution to display your HubSpot data on TV dashboards. These dashboards can provide your office with useful insights that can enable increased collaboration, motivation, and performance—and in the end, drive the all-important goal of revenue growth and expansion.
The transparency that Plecto dashboards can provide your team is key to encouraging this growth. Coupled with the extensive features and capabilities Plecto offers, your HubSpot data can be maximized and utilized to its full potential.
So, if you’re already a dedicated HubSpot user and fan, why wait? Sign up below for a free Plecto demo, so you can leverage the combined strengths of HubSpot and Plecto for a more efficient and motivated—and empowered—office.
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a Plecto expert today.
JAMES NIILER
Content Specialist
An in-house content writer and specialist at Plecto, James brings an academic touch and journalistic flair to his marketing copy. Having worked and studied on both sides of the Atlantic, James is a great believer in the importance of communicating across cultures and industries. Catch his work here on the Plecto blog, or as a guest contributor on other B2B websites.
