Table of Contents
Fugo & your HubSpot dashboard
Using Fugo's TV Dashboards feature inside our CMS, you can safely and easily connect your digital signage with your HubSpot dashboard. This means you can quickly display your dashboards on your internal screens around your workplace, never even needing to leave your desk.
This is all done without having to risk any of your sensitive business data by keeping your HubSpot credentials on an external device that can be lost, remotely accessed, or stolen, and without having to create a URL that just about anybody can potentially view.
Fugo handles the integration with dashboards in a pretty unique way. Recording the steps you take during the login process, encrypting them, and keeping them on a private Cloud server. At regular intervals Fugo will fetch your most recent dashboard via launching a secure cloud server runs through those steps, encrypts a screenshot of the dashboard, and sends it back to your CMS. This means your access credentials and business analytics are kept safe and sound from anybody trying to snoop on them.
Best practices for using Hubspot with Fugo
1. Create service account
To ensure the utmost security for your sensitive data, we recommend setting up a 'least privileged' service account in your Hubspot account. This typically means using an account with read-only permissions for the dashboards you want to display.
Using a service account not only enhances security but also prevents potential interruptions in your account like unexpected logouts or excessive security notifications. Additionally, full-access user accounts often come with associated phone numbers, which gets in the way of Fugo's authorization process.
You can read more about how to set up a service account with Google here. Otherwise, you can set up a normal account with minimal privileges on whatever platform you need.
2. Have your dashboard URL(s) handy
Because Fugo is going to record & repeat the steps you take to access your dashboard, we want to eliminate any unnecessary steps in the process that will slow Fugo down when accessing your dashboard, such as starting from the homepage of your platform and navigating to your chosen dashboard.
So make sure to have the URL of your dashboard ready when you go to create a new dashboard in Fugo.
Set up 2FA in your Hubspot account
☝️ This step is mandatory, even if you use SSO.
The first step to get your Hubspot dashboards working with Fugo is to enable Two-factor authentication (2FA) for your account. If you do not want to enable 2FA on your personal account, we recommend that you create a new "service" account for use with Fugo.
To enable 2FA:
1. Go to your account settings and click General.
2. Click Security located in the top bar and scroll down to the Two-factor authentication section.
3. Click Set Up two-factor authentication (2FA). You'll be given a few options to choose from. Choose Authentication App and go through the set up.
❗ Remember to store your 16 character Secret Key as this will be used later.
Set up 2FA in your SSO provider
If you use SSO to log into Hubspot, you'll get your Secret Key from your provider. This is in addition to the secret key from Hubspot's 2FA
Below are the currently supported providers with links to instructions for getting the Secret Key from them:
Configure your Hubspot dashboard in Fugo
1. Log into your Fugo account or sign up for a new account at www.fugo.ai/app.
2. Navigate to the Dashboards tab.
2. Click Create Dashboard and enter the URL for your Hubspot dashboard into the URL field provided.
One you click Open Dashboard, your log in process will begin in a newly launched private tab.
If this is your first time using Fugo TV Dashboards, follow the prompts to install the Fugo Step Recorder Chrome extension and make sure to allow the dashboard to open in a private/incognito window.
3. If you're not using an SSO provider (e.g Google or Microsoft) with your Hubspot dashboard, you can log into Hubspot directly using the form. You can skip to step 5.
If you are using a provider, click the relevant button to start the log in process. For this guide, we'll use Google.
4. Log in with your username and password. Once you are met with the 2-Step Verification step, input the 6-digit code generated by your authenticator app.
Occasionally your provider may ask you to do this step twice. Make sure you wait for a new code to be generated for the second input - you can't reuse the same code twice!
5. You will now be met with the 2FA prompt from Hubspot. Paste in the code generated by your 2FA authenticator app.
If you are given the options "Remember this device" or "Ask for 2FA each time", you can choose either option - it doesn't matter. We'll choose "Ask for 2FA each time" here.
6. Now that you've logged in, you should be able to navigate to your dashboard. Once you're happy with what you see, click Capture Dashboard at the bottom right.
You can also use the Eraser function to remove unwanted elements from your screenshot before you click Capture Dashboard.
7. The final step will be to input your secret key(s). If you did not use a SSO service provider, you will only need to enter one secret key (for Hubspot).
In this example, there will be two inputs: one for Google and the other for Hubspot.
8. Your dashboard will take a few minutes to appear for the very first time. You can adjust how often you'd like your dashboard to be updated by changing the Refresh interval defined above your recorded steps.
Customizing your dashboard display in the Design Studio
Not all dashboards are necessarily screen ready or "screen friendly" as we say at Fugo. Some may be quite long, have several small elements that aren't visible from a distance, or overwhelm the viewer with too much data at once.
Fugo has a few handy tools for optimizing your dashboards to be more TV screen friendly. This includes options for taking better screenshots, cropping your dashboard screenshots & creating custom slides for them that match the look & feel you want for your displays.
Dive into more detail 👉 here.
Need more help?
Did this guide answer all of your questions? If not, or if you have any feedback for us, feel free to drop our support team an email at support@fugo.ai - we're always happy to help out.
You can also book in a dashboard support call with our engineering team here if you need some help getting this feature set up.
Happy publishing!