Generative BI for your HubSpot CRM
Connect HubSpot and ask about pipeline, win rates, or lead sources in plain English. Ultra BI returns a full report — charts, narrative, and the query — beyond HubSpot's built-in reports.
In short
Ultra BI connects to HubSpot and turns your CRM into instant, AI-generated reports. Ask about pipeline, deal velocity, win rates, or lead sources in plain English and get back charts, a written summary, and the query. It's revenue and marketing analysis without building HubSpot reports or hiring an analyst.
Overview
HubSpot's built-in reports answer common questions, but cross-object analysis — pipeline by lead source, win rate by segment, velocity by rep — quickly hits the limits of the report builder.
Ultra BI connects to HubSpot, reads your contacts, deals, and companies, and lets anyone ask in plain English. You get a complete report with the result explained, plus the query so RevOps can trust the numbers.
Questions you can ask of your HubSpot data
Connect in minutes
Connect HubSpot
Authorize read-only access to your HubSpot account. Ultra BI only reads CRM objects, never edits your records.
Ultra BI syncs your objects
Contacts, deals, companies, and activity are synced into an isolated copy so reporting is fast and never rate-limited.
Ask in plain English
Ask about pipeline, win rates, or sources and get a full, inspectable report back — with the query shown.
Frequently asked questions
What HubSpot data can Ultra BI report on?
Pipeline value and stage movement, win and conversion rates, deal velocity, lead and campaign source performance, and activity by rep — across contacts, deals, and companies, plus any slice you ask for.
Can I connect HubSpot to revenue data?
Yes. Ultra BI can blend HubSpot with sources like Stripe or your product database to tie pipeline and campaigns to closed revenue and retention.
Do I need HubSpot's reporting add-on or an analyst?
No. You ask in plain English and Ultra BI builds the report and the query — a strong fit for RevOps and finance teams without a dedicated analyst.
Is my CRM data secure?
Ultra BI connects with read-only OAuth scopes, encrypts credentials, and queries an isolated copy. It never edits or deletes records in your HubSpot account.
Turn HubSpot into plain-English answers
Connect your CRM and ask about pipeline or win rates — a complete report comes back in seconds.