HubSpot + Querri
Ask about contacts, deals and tickets in plain language, and get answers that also know your invoices, your targets and what your team means by an MQL. Querri keeps HubSpot in sync next to the rest of your business.
Querri only reads your HubSpot data and never changes a record. You sign in with HubSpot, so Querri never handles your password. SOC 2 Type II, HIPAA and ISO 27001:2022 certified.
Why HubSpot reporting gets hard
Marketing ops and RevOps teams run into the same walls. They aren't flaws in the CRM; they show up once a question goes past a single report.
The custom report builder comes with Professional or Enterprise subscriptions. Below that tier, you mostly work from the reports HubSpot provides.
Non-table custom reports stop at 1,000 unique rows, and a report broken down by a property with more than 99 values can't go on a dashboard. Long lists of companies or campaigns end up in an export.
Deal, company and ticket properties keep up to 20 past values, contacts up to 45. Stage movement over time means reading date-entered-stage properties one pipeline at a time.
Deal revenue attribution reports need Marketing Hub Enterprise, and even then the invoices and payments usually sit in QuickBooks, NetSuite or Stripe, outside every HubSpot report.
Original source gets overwritten by imports, lifecycle stages get skipped, the same company exists twice, and each pipeline names its stages its own way. Every chart inherits the mess.
Questions HubSpot teams bring us
Each is a request marketing ops, RevOps, sales and service leaders actually make, why HubSpot alone makes it hard, and what Querri does instead.
Why it's hard
Original source sits on the contact and the amount sits on the deal. Tying them together across associations is a revenue attribution report, which needs Marketing Hub Enterprise.
With Querri
Querri lines up won deals with the original source HubSpot records, and you say once which touch gets the credit in Facts & rules. The channel-to-revenue playbook walks through it.
Why it's hard
Each pipeline has its own stages, and the time in each one is spread across a date-entered property per stage. Comparing pipelines means stitching those columns together by hand.
With Querri
Querri reads the stage dates on every deal and lines the pipelines up, then tracks days-in-stage as a KPI with its history kept from the day you start. Ask "which stage got slower this quarter?" and get the stage, the pipeline and the deals behind it.
Why it's hard
HubSpot marks the deal won; the invoice goes out from the accounting system. Finance and sales reconcile the two by email at month end.
With Querri
Connect QuickBooks or NetSuite alongside HubSpot. Querri matches won deals to invoices and payments in the Library and returns the gap as a list with names and amounts.
Why it's hard
Ticket categories are often free text or half-filled dropdowns, and seeing volume per customer means joining tickets to companies that may be duplicated.
With Querri
Querri checks the ticket fields before it counts: categories spelled several ways, duplicate companies, blanks. It says how much the cleanup changed the totals. See data cleansing and the ticket volume playbook.
Why it's hard
The warning signs are split up: open tickets in HubSpot, logins in the product database, renewal dates in a deal or a spreadsheet. Nobody checks all three every week.
With Querri
Bring product usage from Snowflake or PostgreSQL next to HubSpot tickets and deals. Monitors check each customer against its own history every night and leave the ones that slipped in your Inbox.
Why it's hard
HubSpot exports come out as raw rows, so the formatting gets redone in Excel every week. Agencies repeat it for every client portal.
With Querri
Build the report once as a project. A schedule reruns it on fresh HubSpot data and sends each client their own version as a formatted Excel workbook or a deck.
Why it's hard
Calls, meetings and emails are separate activity records associated to contacts, companies and deals. Counting activity is easy; tying it to the deals it moved is not.
With Querri
Querri puts each owner's calls, meetings and emails next to that owner's pipeline and won deals over the same weeks, so reps and teams are compared on the same footing. Save the method as a skill and every manager can run it the same way.
Why it's hard
Hook an assistant straight to HubSpot and each prompt guesses what an MQL or a qualified deal is. The marketing team and the sales team get different answers.
With Querri
Hook Claude or ChatGPT up to Querri instead. The assistant answers from your Library, with your definitions and each person's access set in Workspaces, so it agrees with your dashboards.
HubSpot plus the rest
HubSpot knows who came in and which deals closed. Your accounting system knows what got paid, and your product data knows who actually uses what they bought. Querri joins them in one Library, so a funnel question can end at cash.
HubSpot pairs well with
Two fair readings, both shown
Count contacts that became MQLs in September, or contacts created in September that are MQLs today, and you get different numbers. Both are fair. Querri picks one, says which, and shows the other next to it, so marketing and sales stop arguing over whose count is right. More on how Querri reaches an answer.
Wake up to what changed
Each night Querri compares your KPIs with their own past and looks for the customer, campaign or rep that moved when nobody was looking. What it finds is in your Inbox by morning, and it changes nothing without your OK.
Custom HubSpot dashboards
Describe the dashboard you need, or start from a screenshot of the one your team already checks. Change it by saying what you want. Charts read from the same Library as chat, so the funnel on the wall matches the answer in a meeting, and each rep or client can be limited to their own rows.
Recurring HubSpot reporting
Contacts, MQLs, campaign results and pipeline added, sent every Monday on fresh data.
Read the playbookEach source followed from first contact to closed-won amount.
Read the playbookOne formatted version per client, built from the same project.
Read the playbookWhich categories and customers create the most tickets, and which keep coming back.
Read the playbookHow fast tickets get a first reply, broken out by channel and by person.
Read the playbookDays in each deal stage across every pipeline, with the history kept.
See KPIsWhat comes over
Querri syncs the HubSpot objects you pick, with their properties. Deals bring their pipeline and stage along. Reading contacts, companies, deals, owners and tickets is required; the other objects come over when your HubSpot plan includes them. Querri can only sync what the connected account can see.
30 standard objects, including
Incremental syncs pick up records changed since the last run, as often as hourly. A full refresh runs daily, weekly or monthly and also drops records deleted in HubSpot.
Querri copies whole objects with their properties, so questions, dashboards and exports in Querri work over every record instead of the 1,000 rows a HubSpot chart holds.
Querri only reads from HubSpot. It never creates, edits or deletes a contact, deal or any other record.
Connecting means signing in through HubSpot's own screen and granting read access. No password is typed into Querri, and there is no API key to copy.
How to connect HubSpot
Open Connect in Querri and say "connect our HubSpot," or choose HubSpot from the catalog.
Grant read access in HubSpot's own sign-in. Extra objects such as quotes, invoices and custom objects are included when your plan has them.
Choose the objects to bring over: contacts, companies, deals and tickets, plus activities, products or anything else your account holds.
The agent waits for your Approve before it loads anything. Then choose how often HubSpot syncs.
HubSpot lands in your Library, ready for chat, dashboards and scheduled reports.
HubSpot FAQ
Ask the Connector Agent in Querri to connect HubSpot, or pick it from the catalog, then sign in with HubSpot and grant read access. Choose the objects you want, approve the load and pick a sync schedule. Querri never handles your HubSpot password.
30 standard objects: contacts, companies, deals, tickets, leads, owners, calls, emails, meetings, notes, tasks, products, line items, quotes, orders, invoices, subscriptions, marketing emails, forms, goals and more. Deals carry their pipeline and stage. Some objects need a HubSpot plan that includes them, and custom objects come over on Enterprise plans.
As often as hourly. Incremental syncs run hourly, daily or weekly and pick up records changed since the last run, based on their last-modified date. A full refresh runs daily, weekly or monthly. You can also start a sync by hand whenever you want fresh numbers.
No. Querri only reads from HubSpot. It never creates, updates or deletes a contact, company, deal, ticket or any other record, and nothing in your HubSpot account changes because you connected it to Querri.
Querri syncs only what the HubSpot account you connect with is allowed to see. Inside Querri, who sees which rows is set by Querri's own sharing and row-level access, not by each person's HubSpot permissions, so a rep or client can be limited to their own records.
No. Querri copies HubSpot data on the schedule you choose, and questions run on that copy rather than live against HubSpot. Answers reflect HubSpot as of the last sync. Run a manual sync before a meeting if you need the latest changes.
Only on a full refresh. Incremental syncs see new and changed records but not deletions, so a deleted contact or deal stays in Querri until the next full refresh removes it. Pair hourly incremental syncs with a weekly full refresh if deletions matter to your reports.
Connect both, and Querri matches closed-won HubSpot deals to QuickBooks invoices and payments by company. You get the deals that haven't been billed, revenue by original source as actually paid, and one definition of a booking that every answer and report uses.
Connect both, then ask questions that follow a lead's HubSpot source to the Salesforce opportunity it became. Tell Querri once in Facts & rules how records line up between the two systems, such as by email domain, and every answer uses that rule. If the data can't answer a question, Querri says so.
Connect HubSpot to Querri and ask which sources produced closed-won revenue. Querri lines up each won deal with its original source and uses the credit rule you set once. Add your accounting system to see revenue that was actually paid.
Ask Querri how long deals spend in each stage, by pipeline. It reads the stage dates on every deal, lines up pipelines that name stages differently, and can track days-in-stage as a KPI so you can see which stage slowed down this quarter.
Yes. Querri dashboards don't depend on your HubSpot tier. Describe the dashboard or start from a screenshot of one you use today, then change it by asking. It can mix HubSpot with finance and product data, and each person can be limited to their rows.
Build the report once as a Querri project and put it on a schedule. Querri reruns it on freshly synced HubSpot data and emails a formatted Excel workbook, with one version per rep, region or client if you need it. No manual downloads or reformatting.
Yes. Connect Querri to Claude or ChatGPT once, and the assistant answers from your Querri Library, using your definitions of things like MQL and pipeline, under each person's access in Querri. The answer in the assistant matches your Querri dashboards.
Yes, on HubSpot Enterprise plans, where custom objects are available. They sync alongside standard objects such as contacts, deals and tickets. Several other objects, including quotes, invoices and subscriptions, come over when your HubSpot plan includes them.
No separate one. Each deal carries its pipeline and stage as properties, so pipeline reporting works directly from the deals. Querri can line up pipelines whose stages have different names once you tell it how they correspond.
Yes, because Querri checks before it answers: duplicate companies, lifecycle stages typed several ways, sources left blank. It tells you what it cleaned and how much that changed the number, and when the data can't answer a question, it says so.
Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model. You connect through HubSpot's own sign-in, so no HubSpot password is ever entered into Querri, and Querri only reads your data.
Keep exploring
Connected in a few minutes. Querri only reads your data and never changes a record.