Overview
Opportunity data from Salesforce and HubSpot surfaces on ideas when an Insight is added from a Salesforce Opportunity or HubSpot Deal record. The linked opportunity is then visible in the idea's Impact Overview.
Canny Ideas is available on Free, Core, Pro, and Business plans. Teams on legacy plans (Starter or Growth) will need to move to new plans to access Ideas.
Where opportunity data surfaces
Opportunity data is accessible from the Impact Overview panel inside the idea drawer. The Opportunities tab shows:
Opportunity name
Amount (deal value)
Status — Open, Won, or Lost
A link back to the source Salesforce Opportunity or HubSpot Deal
Date the opportunity was added
This lets you see the pipeline value at risk if an idea is delayed or deprioritized — directly alongside insight count and revenue data.
Closing the loop with Export List
Once a feature ships, use the Export List button at the bottom of the Opportunities tab to download a CSV of every deal linked to the idea. Sales teams can use this to reach out to the specific accounts that had pipeline tied to the feature — closing the feedback loop with the deals that drove its prioritization.
Things to note
An opportunity appears on an idea only when an Insight is added from a Salesforce Opportunity or HubSpot Deal record. Insights added from other record types (Account, Contact, Company) do not link an opportunity.
Opportunity tracking requires a connected Salesforce or HubSpot integration on the Business plan.
Opportunity data is visible to admins only.
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