New contact records
Report contacts created during the period, including available contact details and recorded source notes. These are CRM records, so imports or offline contacts should be considered when interpreting the total.
HubSpot + Monthwrap
Leads & sales reporting
Bring the sales outcome into your marketing review.
Build Monthwrap reports with HubSpot contacts, closed-won deals and current pipeline context alongside your agency’s campaign work.
AvailableService key or existing private app token
Inside the monthly reportSample data
Harbour Software · fictional example
The month beyond the lead form
New contacts120Created in HubSpot
Deals won9Closed this month
Won deal value$72,000Recorded CRM amount
A view of the client’s businessSales context
01July5 wins
02August6 wins
03September8 wins
04October9 wins
These monthly counts are separate populations. They do not claim that October’s contacts produced October’s wins.
HubSpot, at a glance.
- Connect with
- Service key or existing private app tokenThe key needs read access to contacts and deals in the client’s account.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Request an earlier month in Sources. Coverage follows the platform’s available history and your account access.
- In your report
- Contacts, won deals and won deal value.
Built around your client’s questions
Give the client a marketing report with sales context.
For B2B, demand-generation and growth agencies working with a client’s HubSpot CRM.
A B2B client rarely judges a month only by how many people completed a form. They also want to know whether the sales team is finding opportunities worth pursuing. Bring HubSpot’s contact and deal figures into the report, then explain how the marketing activity fits into a sales process that often lasts longer than one month.
The connection reads contacts and deals from the client’s HubSpot account. It brings new contacts into the lead view, totals closed-won deals by close date and provides current open pipeline context. Your agency can keep the client conversation focused on specific outcomes while preserving the difference between source data and your interpretation.
Choose the numbers that matter
What HubSpot
brings to the report.
Contacts, won deals and won deal value. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Closed-won deal count
Show deals recorded as won with a close date inside the reporting month. Use this to describe sales outcomes without implying that every deal originated from the month’s marketing activity.
Won deal amount
Bring in the recorded amount of won deals and the average won deal value. The figure describes CRM deal value; it is not a bank balance, recognised accounting revenue or advertising attribution.
Open deals and pipeline value
Add the current number and value of open deals when reviewing a current period. The connection reads the pipeline as it stands now, rather than replaying historical stage movements.
For your next client report
Connect demand generation to the sales conversation
Place new contacts and won deals beside LinkedIn Ads or Google Ads results. Explain the differences in time window and definition before drawing conclusions about campaign effectiveness.
Arrange the report in your own layoutRead it from the client’s side
See the complete
paid advertising report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From HubSpot
to the right client.
The key needs read access to contacts and deals in the client’s account.
Connection methodService key or existing private app tokenAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Ask the account owner for read access
Use a HubSpot service key, or an existing supported private app token, with read access to contacts and deals. Keep the credential specific to the client account you intend to report on.
- 02
Connect the right HubSpot account
Enter the credential in Monthwrap and confirm the account returned by HubSpot. One key identifies one account; do not assume that an agency login automatically covers every client portal.
- 03
Reconcile a known reporting period
Check a few contact creation dates and closed-won deals against HubSpot. Confirm the amount and currency labels, then build the report with a note explaining the sales measures you selected.
Know what each
number means.
No automatic revenue attribution claim
A contact source note and a won deal total do not establish that a specific campaign caused a sale. Present platform attribution and CRM outcomes as distinct measures.
Current pipeline has a timestamp
Open pipeline is useful for a current review, but it is not a reconstructed month-end history. State when that snapshot was taken and do not compare it to an invented historical balance.
Before you connect
A few useful
answers.
Can we connect with an existing private app token?
Yes, where the token remains valid and has the required read permissions. New setup uses the supported service-key route shown in the workspace.
Will every new contact count as a qualified lead?
No. The connection imports contact records. Qualification depends on the client’s process and the records you review; the report should use labels that reflect that distinction.
Are open deals included in won value?
No. Won deal value and open pipeline value describe separate states. Keep them separate in the report rather than adding potential business to closed-won outcomes.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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