This guide explains how to integrate FunnelVision with HubSpot and Slack, step-by-step.

1. Connect HubSpot

1. In HubSpot, open the FunnelVision App Marketplace listing and click Install App.
2. Log into your HubSpot account and select the portal you’d like to connect.
3. Review and approve the permissions requested. FunnelVision uses OAuth 2.0 for secure access — no private app tokens are required.
4. After authorisation, you’ll be redirected automatically to the FunnelVision setup page.

You’ll see a confirmation message in FunnelVision once the HubSpot connection is active.

2. Connect Slack

1. On the FunnelVision setup page, click Connect Slack.
2. Approve access to your Slack workspace when prompted.

3. Create Your First Hygiene Rule

1. In FunnelVision, go to Rules → Create New Rule.
2. Select a condition you want to monitor, for example:
   • “No activity for 3 days after a meeting”
   • “Deal amount changed by 20%”
   • “Deal stuck in stage for 10 days”
3. Choose the action to be taken when conditions are met e.g. sending Slack request to the deal owner; flagging as a hygiene issue to appear in the dashboard; send the update request to channel in Slack.
4. Click Save Rule.

FunnelVision will now monitor your HubSpot deals in real time and send alerts when those conditions are met.

4. View and Fix Hygiene Issues

1. Open the Hygiene Dashboard in FunnelVision to see the overall health of your pipeline.
2. Click into the Fix Issues Dashboard to view all deals with missing or outdated data.
3. Each listed issue links directly to the relevant HubSpot record for quick updates.