Incorporate HubSpot Calls data to Klipfolio

[RayObediente]

Hello all,

Hope everyone is dong well. I am new here and would like to apologize if this question has been asked before already.

My client wants to create a Klipfolio Dashboard where it would show 

• Sales Persons with a Calls Target (week) v a Calls Actual (week)
• Team Month to Date Actual v Target Calls

I am unsure where to pull data from as the data is within a HubSpot dashboard shown below:

 

Any suggestion would be greatly appreciated. Have a good one all!

[dennisedson]

Hey @RayObediente ,

Did you ever figure anything out here?

[dennisedson]

Hello @RayObediente 

I have never worked with Klipfolio so I imagine any info that I provide may need more details added.  From an API perspective, it looks like you are going to want to use the engagements API.

Going to tag in a few people who have discussed Klipfolio here in the past to see if they can provide a tad more depth to this conversation 😀

@Samrmr @emirturna @Bryantworks  would any of you like to save me here 🤺