CRM Grader for HubSpot

Follow these steps to connect your HubSpot Sales Hub instance with CRM Grader.

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Step 1: Login with Google

Register with your work email address (only Google Workspace accounts currently supported).

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Step 2: Log into your HubSpot account

You will need to have Super Admin and App Marketplace Access permissions.

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Step 3: Wait until sync is done and data is analyzed.

Depending on the size of your HubSpot instance, it may take a few minutes to a few hours for our software to pull the data needed to create your report. Coffee will send you and email when your report is ready.

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Step 4: Click on the link in the email to go to your Report.

You will see an overall grade for the quality of your CRM as well as individual grades for Deal, People and Company data.

Toggle the "See improvement suggestions" button to see how Coffee could improve the data quality of your People and Company records with our enrichment database.

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