Pull
Run authorised HubSpot API pulls through the app and keep the source workflow controlled by user access and plan allowance.
HubSpot API reporting for pipeline, deals, activities, companies, and contacts
Datplan DataPull gives HubSpot source access a CRM reporting workflow: choose source, choose company or portal, click sync, then review pipeline value, deal stages, activities, owners, lifecycle data, dashboards and exports.
Install Datplan DataPull from Microsoft Store, sign in, choose this source tier inside the app, and complete the secure in-app payment flow. This page explains source access, limits, tiers, and provider-limit caveats.
What the HubSpot source is for
HubSpot source access is designed for sales operations, finance teams, consultants, and analysts who need CRM data available for reporting without repeatedly hand-building exports.
Use it for pipeline reporting, account review, lifecycle analysis, contact and company reporting, sales performance dashboards, and CRM-to-finance reporting workflows.
Prepare
Use integrated ETL and modelling workflows to turn pulled data into structured reporting outputs.
Report
Create dashboards, exports, audit output, and reconciliation material from the same source workflow.
HubSpot reporting outputs Datplan prepares
HubSpot reporting often fails when deals, activities, companies and contacts are mixed together without a clear grain. Datplan DataPull separates the main CRM reporting shapes so dashboards can answer the right question.
Deals and pipeline
Report open pipeline, weighted pipeline, closed-won value, deal count, deals created by month, closed deals by month, stage movement and owner-level performance.
Activities and owner work
Analyse calls, emails, meetings, tasks and notes by owner, type, date, outcome and status. Call duration is prepared in user-friendly minutes where available.
Companies and contacts
Review company and contact counts by industry, country, lifecycle stage, owner, job title and last sales activity where the source data is available.
HubSpot grains for accurate dashboard charts
Choose the grain first. Deals are best for pipeline value, activities are best for sales work volume, companies are best for account-level reporting, and contacts are best for person-level lifecycle analysis.
| Grain | Best for | Avoid using for |
|---|---|---|
| Companies | Company counts, industry, country, lifecycle, owner and company activity summary. | Deal amount or pipeline value. |
| Contacts | Contact counts, lifecycle stage, owner, company relationship and contact activity summary. | Deal amount or full many-to-many company analysis. |
| Deals | Pipeline value, deal stage, won/lost reporting, close dates, sales cycle, owner reporting and forecast-style views. | Activity volume. |
| Activities | Calls, emails, meetings, tasks, notes, activity count, call duration and owner activity. | Pipeline value or revenue reporting. |
CRM examples for HubSpot dashboards
Pipeline by stage
Build open pipeline, weighted pipeline, deal amount by stage, closed-won by owner and deals created or closed by month.
Sales activity by owner
Use activity grains to compare activities by owner, activities by type, call duration by owner, call duration by month, emails by month and meetings by owner.
Lifecycle and account review
Use company and contact grains to review lifecycle stage, industry, country, owner assignment, created month and last sales activity.
HubSpot plans and prices
£39/month
£425/year
£425/year
- 500 MB/month data allowance
- Unlimited data rows*
- Full and incremental pulls to reduce tier allowance usage†
- 10/day pull credits
- 1 connected client
- 5 dashboards
- Scheduler: No
- CSV, JSON, Fact + Dim star-schema
£69/month
£750/year
£750/year
- 1.5 GB/month data allowance
- Unlimited data rows*
- Full and incremental pulls to reduce tier allowance usage†
- 25/day pull credits
- 3 connected clients
- 15 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
£129/month
£1,395/year
£1,395/year
- 5 GB/month data allowance
- Unlimited data rows*
- Full and incremental pulls to reduce tier allowance usage†
- 100/day pull credits
- 10 connected clients
- 50 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
£299/month
£3,230/year
£3,230/year
- 15 GB/month data allowance
- Unlimited data rows*
- Full and incremental pulls to reduce tier allowance usage†
- 250/day pull credits
- 50 connected clients
- 250 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
HubSpot allowance table
| Plan | Monthly | Annual | Data allowance | Data rows* | Pull credits | Connected clients | Dashboards | Scheduler | Exports |
|---|---|---|---|---|---|---|---|---|---|
| HubSpot Solo | £39/month | £425/year | 500 MB/month | Unlimited* | 10/day | 1 | 5 | No | CSV, JSON, Fact + Dim star-schema |
| HubSpot Growth | £69/month | £750/year | 1.5 GB/month | Unlimited* | 25/day | 3 | 15 | Yes | CSV, JSON, Fact + Dim star-schema |
| HubSpot Pro | £129/month | £1,395/year | 5 GB/month | Unlimited* | 100/day | 10 | 50 | Yes | CSV, JSON, Fact + Dim star-schema |
| HubSpot Heavy | £299/month | £3,230/year | 15 GB/month | Unlimited* | 250/day | 50 | 250 | Yes | CSV, JSON, Fact + Dim star-schema |
Prices exclude VAT and applicable taxes. Annual pricing is calculated at approximately 10% off monthly billing, rounded up to the nearest £5. Allowances do not roll over. *Datplan tier allowances are subject to source provider limits and any allowance already used outside Datplan. If another app, integration, automation, or user consumes the provider tenant's API quota, Datplan pulls may be limited before the Datplan tier allowance is fully used. †Incremental pulls use the last saved pull position or checkpoint where supported by the source provider and endpoint. This can reduce Datplan tier allowance usage and provider allowance consumption compared with repeated full pulls.
Choosing a HubSpot plan
Solo and Growth
Use Solo for light reporting on one connected client. Use Growth where regular reporting, more dashboards, and scheduler access are needed for a small number of clients.
Pro and Heavy
Use Pro for larger recurring reporting workflows and more dashboard capacity. Use Heavy when a consultancy, finance team, or operations function needs higher daily pull capacity and many connected clients.
HubSpot FAQs
Is HubSpot access included with every plan?
No. Source access is purchased separately. Choose the source and plan that matches the reporting workload.
Do unused HubSpot allowances roll over?
No. Monthly data allowances and daily pull credits do not roll over.
Can more than one email use the same connected tenant?
Multiple email addresses can access the same tenant where the source provider allows that access model and the relevant user permissions are in place.
Can provider limits affect Datplan pulls?
Yes. Datplan allowances are subject to source provider limits and any provider allowance already used by other apps, integrations, automations, or users connected to the same tenant.
What is an incremental pull?
A full pull downloads the selected dataset again. An incremental pull uses the last saved pull position or checkpoint where supported by the source provider and endpoint, so Datplan only requests data that has changed or needs updating. This can reduce Datplan tier allowance usage and provider allowance consumption compared with repeated full pulls.
Are prices inclusive of VAT?
No. Prices are shown excluding VAT and applicable taxes.