CRM

HubSpot

All-in-one CRM for managing deals, contacts, and support tickets with built-in reporting and pipeline management.

Roiva writes these metric observations on each sync. Reference the key in a value formula to use this data in your ROI calculations.

Deals

hubspot.deals.won_count Won Deal Count count

hubspot.deals.lost_count Lost Deal Count count

hubspot.deals.won_value Won Deal Value currency

hubspot.deals.win_rate Win Rate percentage

hubspot.deals.avg_sales_cycle_days Avg Sales Cycle (days) duration

hubspot.deals.open_count Open Deal Count (snapshot) count

Contacts

hubspot.contacts.new_count New Contact Count count

hubspot.contacts.mql_count MQL Count count

hubspot.contacts.sql_count SQL Count count

hubspot.contacts.lead_to_mql_rate Lead-to-MQL Rate percentage

Tickets

hubspot.tickets.new_count New Ticket Count count

hubspot.tickets.closed_count Closed Ticket Count count

hubspot.tickets.resolution_rate Resolution Rate percentage

hubspot.tickets.avg_resolution_days Avg Resolution Time (days) duration

hubspot.tickets.open_count Open Ticket Count (snapshot) count

In Roiva: Connect via OAuth — you will be redirected to HubSpot to authorize
In HubSpot: Ensure your HubSpot user has access to the CRM objects you want to sync
Back in Roiva: After connecting, link this connection to an initiative on the Initiatives tab

Use the object type selector on your initiative link to sync only Deals, Contacts, or Tickets — whichever is most relevant
Deal win rate and average sales cycle days are strong leading indicators for AI-assisted sales initiatives
Use Filters to scope data to a specific HubSpot pipeline so you are only measuring the segment your initiative targets

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