What it does
- Pulls last month's numbers every month
- You choose which number belongs to which KPI
- Never overwrites a number someone entered by hand
Where it lands in Boldcaster
On the KPI scoreboard, as a measurement on the KPI you linked.
Your data
Numbers go from Simplicate to Boldcaster. Boldcaster sends nothing back.
The key or token is stored encrypted in the database vault. Nobody can see it again, not even the owner who entered it.
Who turns it on
An owner or admin of the organisation, under Integrations in the app.
More in CRM
In progress
HubSpot
CRM · Pulls in numbers
Deals, pipeline and revenue from HubSpot as commercial KPIs.