1. Install the app
Open connect.industry-lens.com/hubspot and click Install in HubSpot. Pick your HubSpot account and approve the read-only scopes: deals, deal properties, and companies.
2. Link your IndustryLens account
Sign in to IndustryLens and pick which IndustryLens account to link this HubSpot portal to.
3. Show the card in HubSpot
In HubSpot, go to Settings > App cards, add IndustryLens to the right sidebar for Companies and Deals, then save. HubSpot hides newly installed app cards until an admin does this step — the card won’t appear on any record until you save it here.
4. Map your competitor and reason fields
In the IndustryLens app settings inside HubSpot, pick the deal property that holds the competitor and the deal properties for closed-lost and closed-won reasons. Saving this step needs an IndustryLens owner/admin whose email matches their HubSpot login email.
5. Wait for the first sync
Win/loss numbers fill in after the next nightly sync, or click Sync now in the app settings to run it immediately.
Troubleshooting
Card not showing on a record? Go back to step 3 — an admin has to turn the card on in HubSpot’s Settings > App cards for Companies and Deals before it appears anywhere.
Can’t save the field mapping? It needs an IndustryLens owner/admin whose email matches their HubSpot login email (step 4). Mismatched emails are the most common reason a save fails.
Full detail on what the sync reads and stores is on the win/loss page.
Setup: common questions
The card isn’t showing on a Company or Deal record. What’s wrong?
Almost always step 3: an admin needs to go to Settings > App cards in HubSpot and add IndustryLens to the Companies and Deals sidebar, then save. HubSpot hides newly installed app cards by default until this is done.
I can’t save the field mapping in the app settings.
Field mapping can only be saved by an IndustryLens owner/admin whose email matches their HubSpot login email. If your HubSpot login uses a different email than your IndustryLens account, ask whoever set up the IndustryLens account to save the mapping, or update one of the two emails to match.
How long until win/loss shows data?
Win/loss fills in after the next nightly sync. If you don’t want to wait, click Sync now on the app settings page inside HubSpot to run it right away.
Ready to connect?
Read-only access to deals, deal properties and companies. The whole setup takes a few minutes.