Instructions for Klearly access to HubSpot

Why Klearly needs access, what kind of access is needed, and how to set up access

Table of contents

What is Klearly?

Klearly is a SaaS product that reads sales, marketing, and customer success data from HubSpot. Klearly uses machine learning to understand how teams' activities quantifiably contribute to revenue, and which activities sales, marketing, and customer success teams should prioritize next. 


To set up HubSpot with Klearly, you need:

  • For the HubSpot Sales product: Sales Administrator permissions in HubSpot.
  • For HubSpot CRM or Marketing products: Administrator permissions in HubSpot.

To replicate email events, you’ll need to have Super Admin permissions in HubSpot.

More information about HubSpot user roles and permissions can be found in HubSpot’s documentation.


To grant Klearly permission to access data from your HubSpot instance, a HubSpot user with the correct permissions should follow these steps:

Step 1: Verify requirements

Verify your HubSpot account has Admin or Super Admin permissions for the tools outlined in requirements.

Step 2: Complete the data integration following your custom integration link

Choose to connect HubSpot via the Klearly Portal. You can expect to get this link from a Klearly team member.

Klearly data source integration screenshot

Video Tutorial (1 minute)

Here's a short video demonstrating how to establish the connection.

HubSpot Video


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