Table of contents
WorkSights pulls HubSpot Deal activity directly in the timeline, keeping sales progress visible alongside calls, meetings, emails, and other daily work — all in one place.
What WorkSights Receives
When a Deal is created or updated in HubSpot, WorkSights logs:
- Deal creation
- Deal field updates (stage, amount, title, etc.)
Associated engagement activity, such as:
- Notes on the deal
- Emails linked to a deal
- Tasks created against a deal
- Calls recorded on a deal
- Meetings scheduled or completed on a deal
WorkSights shows the details HubSpot sends: which field changed, the new value, and which deal the activity belongs to.
How Deal Activity Appears in WorkSights
Deal events appear in the timeline using the same purple HubSpot color coding as all other HubSpot activity.
Examples of what you’ll see:
- Created HubSpot Deal: Example Deal 2109
- Updated HubSpot Deal field Stage: Example Deal 2109
- Created a HubSpot note on Example Deal 2109
- Created HubSpot email on Example Deal 2112
- Created HubSpot call outbound – Call with [Name] on Example Deal 2109
- Created HubSpot meeting: Meeting regarding Example Deal 2109
All associated engagement activity is grouped with the deal automatically. No manual linking is required.
Grouped Updates
HubSpot often pushes multiple field changes at the same time. Instead of showing a long stack of repetitive events, WorkSights groups simultaneous updates into a single activity to keep the feed calm and readable.
Example: If the deal title, stage, and priority all change together, WorkSights displays one grouped entry summarizing all changes.
Data Notes
WorkSights only displays Deal fields and engagement objects that HubSpot’s API provides.
Marketing-related deal triggers like campaign enrollments are not supported because HubSpot does not provide webhook coverage for these actions.
All Deal visibility follows HubSpot’s permission model. WorkSights cannot show Deal data the authenticated HubSpot user does not have access to in HubSpot.
Next Steps
For configuration steps, see HubSpot Setup.
For CRM details related to deals and pipelines, see HubSpot CRM.
For calls, notes, and tasks related to sales motion, see HubSpot Engagement.
For a platform-level explanation, see HubSpot Overview.