Gtmhub can connect to over 100 business systems. For the most popular systems, we also ship ready Insights which you can install with few clicks.
The insights are grouped by systems, like HubSpot or QuickBooks.
Once you install the Insights you can use them in your OKRs right away.
Install new Insight
To be able to install Insights, you will need to have permissions to access Setup > Insights section.
- Navigate to Setup > Insights section
- If there are no insights there, click on the Install from our gallery link
- In case you have insights already, you should click on the Install from Gallery button
- The screen with all available groups of insights (we often call them masterplans) will appear
- Select one or more masterplans you want to install (e.g. Pipedrive) and click on the Install selected systems button
- You will now be prompted to enter authentication details for the selected systems. This could be API key as in case of Pipedrive or could be a link to authentication provider where you will have to grant access to Gtmhub
- Once you are done with this, Gtmhub will connect to the necessary data sources, install insights and place them on dashboards
From this point on, you can modify the dashboards or insights.