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HubSpot Dashboard App Guide

Connect a HubSpot dashboard to Fugo: pick a sign-in method, add a secret key if you use SSO, and Fugo keeps a live screenshot of it updated on your screens.

Written by Fugo Support

Table of contents


Fugo & your HubSpot dashboard

Fugo's HubSpot app lets you display a live HubSpot dashboard on your digital signage screens without leaving a browser tab open and logged in on a device near your screen.

Instead of streaming your dashboard from an open, signed-in browser session, Fugo signs in to HubSpot on a schedule using credentials you provide once, captures an up-to-date screenshot of your dashboard, and displays that image on screen like any other piece of content. Your credentials and any secret keys are encrypted and stored securely, and you control how often Fugo refreshes the screenshot.

Note: The Dashboards feature is available by booking a demo call with our team. During the call, we'll walk through what's needed to set up your dashboard and enable the feature on your account or trial afterward.


Best practices for using HubSpot with Fugo

Before you connect your dashboard, a couple of recommendations that apply whenever you're connecting any third-party dashboard service to Fugo:

Create a dedicated service account

Create a dedicated, least-privileged (read-only where possible) HubSpot account for Fugo to use, rather than an individual employee's login. This avoids interruptions from unexpected logouts, security alerts, or phone-number-linked recovery prompts, and limits what Fugo can access in your HubSpot account.

You can find instructions for setting up a dedicated service account with Google Workspace here.

Have your dashboard URL ready

You'll need the URL of the specific HubSpot dashboard or report you want to display – not just your general HubSpot login URL. Open the dashboard in HubSpot, copy its URL, and keep it handy for the setup steps below.


Dashboard setup instructions

Sign-in methods HubSpot supports

When you connect a HubSpot dashboard, Fugo checks that your URL is a HubSpot URL, then asks you to choose how Fugo should sign in. HubSpot supports four sign-in methods:

Sign in with HubSpot

Fugo signs in directly with your HubSpot username and password, the same as logging in on hubspot.com without an identity provider in between.

Sign in with Okta, Google, or Microsoft

If your organization uses Okta, Google, or Microsoft to sign in to HubSpot (single sign-on), choose the matching option instead. Fugo will follow that provider's sign-in flow before landing back in HubSpot.

☝️ Signing in with Google needs an extra secret key.

HubSpot requires its own account-level 2FA even when you sign in through an identity provider. For Okta and Microsoft, one secret key is enough. For Google specifically, Fugo shows a second, optional field – Secret Key (HubSpot) – alongside the primary Secret Key (Google) field, because Google's 2FA and HubSpot's own account 2FA are generated from two different secret keys. Fill in both if you're prompted for both.

💡 If you sign in with Google or Microsoft, you may notice Fugo asks for your username twice during setup – this is expected, and reflects the extra redirect step HubSpot's SSO flow uses.

Get a Secret Key (for 2FA and SSO)

A Secret Key is the same kind of alphanumeric seed value an authenticator app (like Google Authenticator or Authy) uses to generate a time-based one-time code (TOTP). Fugo uses it to generate the correct 2FA code automatically each time it signs in, so you won't need to re-authenticate manually.

Set up 2FA in your HubSpot account (required)

☝️ This step is required, even if your organization signs in to HubSpot through Okta, Google, or Microsoft.

1. In HubSpot, go to your account settings and click General.

2. Click Security in the top bar and scroll to Two-factor authentication.

3. Click Set Up two-factor authentication (2FA), choose Authentication App, and follow HubSpot's setup flow until you're shown a secret key. Save that key – you'll enter it as Secret Key (HubSpot) when you configure your dashboard in Fugo below.

Get a Secret Key from Okta, Google, or Microsoft (SSO only)

If you sign in to HubSpot through an identity provider, you'll also need a secret key from that provider:

👉 Using a different identity provider? Many other SAML-based platforms work with Fugo as long as they support a TOTP-based authenticator app. See our guide to using SAML & other SSO providers with Fugo.

Configure your HubSpot dashboard in Fugo's HubSpot app

With your secret key(s) saved, you're ready to connect your dashboard in Fugo.

1. Log in to your Fugo account. If you don't have one yet, start your free trial at www.fugo.ai/app.

2. Go to Dashboards in the left-hand navigation, then click Create Dashboard.

3. Under Browse dashboards, select the HubSpot tile.

4. Enter the URL of your specific HubSpot dashboard. Fugo checks that it's a valid hubspot.com URL before letting you continue.

5. Choose your authentication method: Sign in with HubSpot, Sign in with Okta, Sign in with Google, or Sign in with Microsoft.

6. Enter your username and password, plus your secret key(s) as described above.

7. Click Create dashboard.

8. This opens the dashboard editor. In the background, Fugo uses your URL and credentials to sign in and capture a screenshot – this can take a minute or two. You can close the editor and come back later, or configure settings while you wait (see Edit your dashboard – advanced settings below).

9. Give your dashboard a name – you'll need one to save it.

⚠️ If your dashboard preview doesn't generate or you see an error, click Edit and check your credentials and URL first. If you're still stuck, reach out to support@fugo.ai or use the support chat in the CMS.

10. Once saved, your dashboard appears in your Dashboards library with a default refresh interval of once per day.


Customize your dashboard display in the Design Studio

Not every dashboard is "screen ready" as-is – some are long, dense, or have small elements that are hard to read from a distance.

Add your saved dashboard to a Design Studio canvas to crop it down to just the chart or panel you need, and combine it with other apps, text, or media on the same slide. Open (or start) a Studio design, find your dashboard under the Dashboards panel, and drag it onto the canvas.

From there you can crop, resize, and combine it with other elements, then publish the design to a playlist the same way described below.

👉 Learn how in our Design Studio overview


Publish your dashboard to a screen

A dashboard isn't published directly from the editor or your library. Instead:

1. Open (or create) a playlist, and add your dashboard to it as a content item.

2. Target that playlist to the screen(s) you want it to appear on.

3. Publish the playlist.

The same dashboard can be reused across multiple playlists and screens – updating and saving it updates everywhere it's used, so you don't need to republish each screen individually.

👉 Learn how in our Playlists overview


Edit your dashboard – advanced settings

Clicking your dashboard in the library opens the dashboard editor, where you can adjust the Refresh Interval (how often Fugo re-captures your dashboard), resolution, and other capture settings, and choose whether Fugo runs the sign-in/capture steps in the cloud, on your own on-premise server, or on the player device itself.

These settings work the same way for every dashboard type.

👉 See the full breakdown – including Resolution, Pause duration, Memory, Proxy region, and On-Premise/Local Player options – in our Dashboards Overview.


Need more help?

If you run into trouble setting up or troubleshooting your HubSpot dashboard, reach out to us any time:

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