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PSOhub Insights for HubSpot: Activate and Configure

Learn how to activate PSOhub Insights for HubSpot and build fully customizable reporting dashboards

Published: 4 September 2026

Audience

  • PSOhub Administrators responsible for HubSpot integration and reporting settings

Objective

This article explains how to activate PSOhub Insights for HubSpot, a feature that integrates your PSOhub data into HubSpot so you can build fully customizable dashboards. Once enabled, you can report on project performance, profitability, hours spent, expenses, revenue, and more, directly inside HubSpot.

Prerequisites

You must have Admin user access in PSOhub.

Your PSOhub account must already be connected to HubSpot.

⚠️ Important: PSOhub Insights requires an Enterprise version of HubSpot, regardless of            which Hub (Marketing, Sales, Service, etc.) you use.

Steps

  1. If your PSOhub account was connected to HubSpot before August 29, disconnect and reconnect the integration. This grants PSOhub the access it needs to create the required data structures in your HubSpot environment.

📌 Note: If you connected on or after August 29, you can skip this step and go straight to              Step 2.

       2.    Go to the HubSpot tile in your PSOhub integration settings and click Settings.

       3.    In the pop-up window, check the box labeled Insights for HubSpot enabled.

       4.    From the list below, select the data you want to send to HubSpot for reporting purposes. 

       5.    Click Proceed to confirm.

Result

PSOhub begins sending the selected data to your HubSpot environment. You can now use this data to build fully customizable dashboards and reports in HubSpot.

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