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Setup CRM Sales Forecasting in minutes

Follow the steps below to implement the Success Probability in your HubSpot.

1. Sign in with HubSpot

Go to the register page with the button bellow and click on the "Sign in with HubSpot" button.

2. Select the HubSpot account you want to integrate with. 

3. Profile details

Fill in your profile details, and create an account by accepting our terms and conditions & privacy policy.

4. Select deal properties

To predict the outcome of deals, we use several of its properties in our calculations. You can choose which properties will be feeded to our algorithms.

Generally, you can include all, but properties that do not have any meaning (for example identification numbers) should be avoided because they can distort the prediction.

5. Success probability

Set up a variable within your CRM where the success probability is stored, by default it will be named accordingly: "Success probability".

6. Select your plan 

Select the Starter or Plus plan, if you require a bespoke solution please contact us.

7. Enjoy more success

Notification

Our machine learning algorithm goes to work. You will receive a notification by mail when we created the first success probability values.

Success probability

Every open deal has the success probability property. Helping you close the deals that matter now.