Connects to the stack you already run.

Data Fairview pulls

Deals (stage, value, close date, owner, last activity), contacts, companies, pipeline stages, and custom properties. Contact and activity data available on the Growth plan.

What Fairview does with it

Pipeline health monitoring, forecast confidence scoring, deal risk alerts, and next-best action recommendations. Every deal in your CRM becomes a data point in your operating view.

Good to know

Custom objects in HubSpot require manual field mapping during setup. Only deal data is used by default. Read-only access keeps your CRM safe.

Data Fairview pulls

Opportunities (stage, amount, close date, owner, activities), accounts, contacts, and custom fields. Fairview reads your existing Salesforce schema without requiring changes.

What Fairview does with it

Pipeline health monitoring, forecast confidence, and deal risk alerts. The same operating intelligence as HubSpot, mapped to Salesforce's opportunity model.

Good to know

Requires Salesforce Professional edition or higher. Salesforce admin access is needed during the OAuth flow. Sandbox environments need a separate connection.

Data Fairview pulls

Revenue (MRR, ARR for subscriptions), charges, refunds, subscription events, and customer churn signals. Stripe recommends using a read-only restricted key.

What Fairview does with it

Revenue tracking, margin calculation on the revenue side, and churn signal detection. Stripe data feeds directly into your operating dashboard and weekly report.

Good to know

Only captures revenue processed through Stripe. Invoices sent outside Stripe are not included. Pair with QuickBooks or Xero for a complete margin view.

Data Fairview pulls

Profit and loss by category, cost of goods sold, operating expenses, and account balances. This is the cost side of your margin equation.

What Fairview does with it

Margin calculation on the cost side and contribution margin by channel. Combined with Stripe or Shopify revenue data, you get true profitability by channel, product, and customer segment.

Good to know

Chart of accounts mapping is required at setup. Custom expense categories may need manual tagging. Available on the Growth plan.

Data Fairview pulls

Orders (revenue, product, channel, customer), refunds, product catalog for SKU-level margin, and customer lifetime value signals.

What Fairview does with it

Revenue by SKU, margin by product line (combined with QuickBooks or Xero for cost data), and channel attribution for orders with UTM data.

Good to know

Channel attribution requires UTM parameters on checkout URLs. Shopify Plus plans have additional data fields available. Available on the Growth plan.

Data Fairview pulls

Spend by campaign, ad group, and keyword. Conversions if conversion tracking is configured. ROAS signals across your paid search campaigns.

What Fairview does with it

Ad spend attribution and contribution margin by paid channel. See exactly how much each Google Ads campaign contributes to your bottom line, not just your top line.

Good to know

Conversion data requires Google Ads conversion tracking to be configured. Cross-device attribution is subject to Google's own limitations. Available on the Growth plan.