Sherlock Calls
for HubSpot + Tink
HubSpot tracks every contact, deal, and touchpoint in your sales pipeline. Tink aggregates bank account and transaction data via open banking. When you need to investigate across both, the evidence is split between two dashboards neither of which knows the other exists. Sherlock Calls bridges them — no code, no exports, no manual joins. Ask once from Slack and get a sourced answer in under 5 seconds.
TL;DR — What beta users get access to
- 1
Sherlock Calls connects to HubSpot, Tink simultaneously — read-only, no code changes, no webhooks — and lets you query both with a single Slack message.
- 2
Ask questions that neither HubSpot nor Tink can answer alone. HubSpot shows pipeline — not which calls or conversations are actually driving it. Tink shows financial data — not how it correlates with customer conversations and outcomes. Sherlock deduces the complete picture from both.
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No dashboard switching, no manual joins, no fog of uncertainty — ask in Slack and receive a sourced answer with evidence from every connected provider in under 5 seconds. The game is afoot.
<5s
Answer to any CRM + open banking query
2
Connected platforms, 1 Slack question
0
Code changes or webhooks required
The Investigation Gap
What's invisible when you use HubSpot + Tink without Sherlock
Each platform shows you its own data. But the questions that matter most live in the gaps between them.
HubSpot and Tink each hold half the picture
HubSpot shows pipeline — not which calls or conversations are actually driving it. Tink shows financial data — not how it correlates with customer conversations and outcomes. Without correlating both, your team sees two incomplete views of the same underlying reality — and every investigation stops at the boundary between systems.
Cross-platform cost and performance remain invisible
HubSpot tracks its own pipeline value at risk. Tink tracks its own open banking API usage. Your true cost per outcome — and the performance of each component in your combined stack — requires data from both, but neither platform shows you that unified picture.
Critical events disappear at the boundary between systems
When a session, contact, or signal moves between HubSpot and Tink, the transition is recorded with different identifiers in each system. Tracing what happens across the full journey requires a manual join that takes hours you don't have.
Cross-Provider Questions
What teams ask Sherlock about HubSpot + Tink
Questions that would take hours to answer manually — answered in under 5 seconds from Slack.
- SC“What's the combined activity across HubSpot and Tink in the last 7 days?”
- SC“Show me events that touched both HubSpot and Tink in the last 24 hours”
- SC“What's our blended cost per outcome across HubSpot and Tink this month?”
- SC“Which HubSpot sessions had issues that correlate with Tink events this week?”
- SC“Compare performance metrics across HubSpot and Tink for the past 30 days”
Beta Setup
Connect HubSpot + Tink to Sherlock in 2 minutes
No code, no webhooks, no new dashboards. Beta users get direct onboarding support.
- 1
Connect HubSpot
Add your HubSpot credentials to Sherlock Calls. Read-only access — no code changes, no webhooks, no HubSpot configuration required.
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Connect Tink
Add your Tink credentials. Sherlock indexes all open banking transactions, balances, and financial account data automatically.
- 3
Ask your first cross-provider question. The game is afoot.
Type any question about your combined HubSpot + Tink stack in Slack. Sherlock queries all connected platforms in parallel, correlates the evidence, and returns a sourced answer in under 5 seconds.
FAQ
Common questions about Sherlock + HubSpot + Tink
How does Sherlock Calls connect HubSpot and Tink data?
- Sherlock uses read-only API access to both platforms simultaneously. When you ask a question, it queries HubSpot, Tink in parallel, correlates the results by timestamp and shared identifiers, and produces a single sourced answer — the same way a good detective correlates evidence from multiple witnesses.
Do I need to set up any data pipelines between HubSpot and Tink?
- No. Sherlock Calls is entirely pull-based — it queries both APIs on demand when you ask a question. There are no webhooks, no ETL pipelines, no data warehouses, and no code changes required in any of the connected platforms.
What kinds of questions can I ask about my HubSpot + Tink stack?
- You can investigate anything that spans both platforms — deal velocity and stage conversion rate, financial health signals and cash flow patterns, cross-platform costs, handoff patterns, and performance comparisons. Sherlock translates your plain-English question into the right API calls and returns the deduced answer.
Is my HubSpot and Tink data stored by Sherlock?
- No. Sherlock Calls queries your data in real time and returns results directly to Slack — nothing is stored, indexed, or replicated in any Sherlock database. All data remains in HubSpot and Tink and is accessed only during an active investigation.
How long does it take to set up the HubSpot + Tink integration?
- Elementary — typically under 5 minutes total. Connect each platform with read-only credentials, install the Sherlock Calls Slack app, and ask your first question. No engineering, no dashboards, no onboarding calls required.
Apply for early access to Sherlock + HubSpot + Tink
We're accepting a select group of beta users to shape the HubSpot + Tink combination. Tell us about your stack and we'll reach out personally if you're a fit.
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