Overview
Opportunity data from Salesforce and HubSpot surfaces on ideas when an opportunity is linked — either by adding an Insight from a Salesforce Opportunity or HubSpot Deal record, or automatically by Autopilot. The linked opportunity is then visible in the idea's Impact Overview.
Canny Ideas is available on Free, Pro, and Business plans. Teams on legacy plans (Starter or Growth) will need to move to new plans to access Ideas.
How opportunities are linked to an idea
An opportunity can be linked to an idea in two ways:
Manually — when you add an Insight from a Salesforce Opportunity or HubSpot Deal record, that opportunity is linked to the idea the Insight is attached to.
Automatically with Autopilot — when Autopilot extracts an Insight for a company that has a linked Salesforce account or HubSpot company, it can automatically pull in and link that company's open opportunity. This is enabled by default for companies with Autopilot and a connected Salesforce or HubSpot integration.
Whether an opportunity counts as open is decided by your CRM, not Canny — Salesforce uses the opportunity's status, and HubSpot uses the deal stage. This only affects what Autopilot will newly auto-link: deals already marked closed-won or closed-lost won't be auto-linked, and they don't count toward the one-open-opportunity rule below.
Note: this filter applies only at the moment of auto-linking. An opportunity that's already linked to an idea stays there even after it closes — its status simply updates to Won or Lost as it syncs from your CRM.
Autopilot only auto-links when there is exactly one qualifying open opportunity across all your connected CRMs. If a company has both Salesforce and HubSpot connected and each has one open opportunity, that's two — so Autopilot links none. Likewise, if a company has no open opportunities, or more than one, Autopilot won't auto-link, to avoid guessing which deal a piece of feedback belongs to.
An open opportunity is skipped only if it looks abandoned — that is, when it is both:
past its close date, and
has had no activity for more than a year.
An opportunity that meets only one of these (for example, an overdue close date but recent activity) still counts. An opportunity with no close date or no last-activity date on record is treated as active.
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.
Linked opportunities stay in sync with your CRM. On each daily sync, the opportunity's status (Open, Won, or Lost), amount, close date, and name update to match the latest values in Salesforce or HubSpot — so a deal linked while open flips to Won or Lost in place, with its final value, rather than disappearing from the idea. Only the Date added stays fixed, since it records when the opportunity was linked to the idea.
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
Opportunities are linked either manually (by adding an Insight from a Salesforce Opportunity or HubSpot Deal record) or automatically by Autopilot — see How opportunities are linked to an idea above. Adding an Insight manually from other record types (Account, Contact, Company) does not by itself link an opportunity.
In Salesforce, this tracks Opportunities, not Leads — they're separate objects. A Lead converting to an Opportunity is a separate event in Salesforce; Canny links the Opportunity once it exists, and the Lead itself is never linked.
Opportunity tracking requires a connected Salesforce or HubSpot integration on the Business plan.
Opportunity data is visible to admins only.
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