HubSpot

Overview

Available Endpoints

There are the following Objects available:

• Companies
• Contacts
• Updated Contacts
• Deals
• Deal Pipelines
• Forms
• Line Items
• Owners
• Deals v3 (this object is using the v3 version of the HubSpot API)
• Tickets

Each of the objects has different metrics. All available endpoints from the HubSpot API are listed here.

Limitation

• You cannot select a date range, Dataddo will pull the full list of the selected contacts or deals. Selecting ""object"" can keep the daily snapshot
• To keep track of historical records, choose a timestamp to Append to build your time series in time. Read more about historical data load here.

How to Create a HubSpot Data Source

1. Sign in to your Dataddo account and click on Sources at the top of the page.

2. Click on Create Source in the top right corner.

3. From the list of sources, choose HubSpot. You can type the name of the connector into the search bar to find it faster.

4. From the drop-down menu, choose your Account connected to Dataddo. Click on Next to continue with the setup.

   1. Didn't find your account?
      If you want to connect a new account that is not on the list, click on Add new Account at the bottom of the drop-down. You will be redirected to the authorization/sign-in page to confirm the right account. Once you confirm, you will be redirected back to the Dataddo app.
   2. Authorize your account
      If you have not authorized your Account with Dataddo, click on Add new Account and you will be redirected to the authorization/sign-in page.
   3. After you log in and give Dataddo the necessary permissions to access your data, you will be redirected back to the connector.

5. Choose a Name for your Data Source, select the Metrics, the Dimensions, and the Data Labels. To continue to the next page, click Next.
   

6. Configure your snapshotting preferences by choosing your Sync frequency. Under Advanced setting,s you can select the exact Time, of synchronization. Confirm your setup by clicking on Next.
   If the Data range is available to select, you can load historical data. Read more in our guide.

7. Before saving the source, you can see a preview of your data by clicking on the Test Data button. you can adjust the date range to a more specific view.

   • Also, you can see the full list of the metrics you selected by clicking on Show all Metrics and attributes, in the left navigation.
     

8. Click on Save and your new Data Source is ready.

Congratulations, your new Data Source is ready!

Troubleshooting the connection

When setting up a HubSpot source, it is recommended to use the Test Data button before saving the source to make sure you have chosen a valid data configuration. If you cannot see a preview of your data, go back a few steps and check your setup. The most common causes are:

• Date range - we recommend a smaller date range. If you need to load historical data, check our guide.
• Invalid metrics, attributes or breakdowns, or their combination - you may not have any data for the selected configuration in your account.

Please follow the link to find out more on troubleshooting your HubSpot connection. If you are still unable to set up the connection, you can always reach out to our support – we recommend following our error reporting best practice when doing so, to ensure we can fix your problem as soon as possible. Our team will do our best to help you get your data flowing!

Uninstalling the integration

• Disconnecting your HubSpot account
  You can remove Dataddo's permissions to extract data from your HubSpot account by navigating to your account in the Dataddo App, selecting Connected Services and deleting the HubSpot service. Before deleting a service, you first need to delete all sources and flows using this service.
  

• Deleting the installed Dataddo app in your HubSpot administration
  In your HubSpot account, you can navigate to Settings – Account Setup – Integrations – Connected Apps and uninstall Dataddo by clicking on Dataddo - Actions - Uninstall. This way, no further data can get extracted and your HubSpot sources in Dataddo will get broken. However, the data already extracted until that point will stay in Dataddo until you delete your HubSpot sources (or until your Dataddo account is disabled).

• What happens to your customer data once a HubSpot account has been disconnected
  When you disconnect your HubSpot account in Dataddo, all your customer data related to HubSpot gets deleted from your account. This does not affect your HubSpot data already loaded into your destination (i.e. dashboard or data warehouse). When uninstalling the app through the HubSpot administration, it is still recommended to delete any HubSpot sources or flows in Dataddo (the data does not get deleted unless the sources are deleted or your account gets disabled).