
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Boxsy Subscription - Standard Startup plan
Overview

1/6 - Pinpoint prospects that are most likely to convert.
Startups often run operations and fundraising in silos. Sales conversations happen in one place, financials live somewhere else, and when it’s time to fundraise or report, it’s a scramble to get the full picture. That’s where Boxsy + HubSpot comes in.
With this integration, your sales and CRM data flows directly into Boxsy—enabling real-time tracking of pipeline, revenue, and GTM progress alongside cash runway, operational readiness, and fundraising activities. No more guesswork, manual updates, or buried insights.
Why connect HubSpot to Boxsy?
🚀 Accelerate fundraising with up-to-date revenue metrics tied to investor updates and pitch readiness
📊 Track bookings, pipeline value, and win rates alongside your broader company metrics
📥 Simplify reporting to investors and advisors by automatically pulling key sales data into Boxsy’s dashboards
🧠 Make smarter decisions with a unified control center that connects customer insights to your operational and fundraising strategy
Whether you're prepping for your next round or tightening up investor communications, this integration helps you move faster and build with confidence.
Features

Control Center
Pre-built AI-powered operational insights to track your health metrics in real-time.

Ops Readiness Matrix
Free your time to focus on product and revenue growth instead of operational chaos.

App Marketplace
Receive discounts on tools you use everyday.

Boxsy Expert Connect
Tap into vetted service providers and fractional CXOs for tailored support when you need it.
App Functionality
Shared Data
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Pricing
Standard Startup
$20.83
/monthYour Star tup's First Hire Is An AI-Powered COO
Control Center App & Customizable Dashboards
-Readiness Checklist & Score
-To-Do's List
App Marketplace
Boxsy Expert Connect
Administration
-1 Internal user
-10 External partner
Integrations: Accounting (QBO), CRM (HubSpot), Bank (Plaid), Spreadsheets
Knowledge Hub
Insights Hub
1 Free hour of personalized consultation with our founder.
Standard Startup
$20.83
/monthYour Star tup's First Hire Is An AI-Powered COO
Control Center App & Customizable Dashboards
-Readiness Checklist & Score
-To-Do's List
App Marketplace
Boxsy Expert Connect
Administration
-1 Internal user
-10 External partner
Integrations: Accounting (QBO), CRM (HubSpot), Bank (Plaid), Spreadsheets
Knowledge Hub
Insights Hub
1 Free hour of personalized consultation with our founder.
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 04/25/2025
More info
Built by - Boxsy, Inc.
Installs - 10+ installs
Categories Languages this app is available in English
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