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HubSpot
- 4 Minutes to read
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HubSpot is an all-in-one inbound marketing, sales, and customer service platform designed to help businesses attract, engage, and delight customers. It offers a suite of tools and features for managing marketing campaigns, generating leads, nurturing customer relationships, and providing support, making it a comprehensive solution for businesses looking to grow and manage their customer base.
Each of the objects has different metrics. All available endpoints from the HubSpot API are listed here.
Custom fields are supported for all objects. Custom objects are currently being added into the connector and therefore not supported out of the box. If you need data from a HubSpot custom object, please contact support with the name of the object, and we will add the source manually.
HubSpot and HubSpot Analytics Connectors Difference
The HubSpot connector is for CRM data (contacts, deals, tickets etc.) whereas the HubSpot Analytics connector is for analytics data (about landing pages, content, blog posts, website performance and other).
Another difference is that it is possible to extract hstorical data for HubSpot Analytics. For HubSpot, you can only use extraction timestamps to build a time series.
How to Create a HubSpot Data Source
- On the Sources page, click on the Create Source button and select the connector from the list.
- From the drop-down menu, choose your account.Didn't find your account?
Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.
- Name your data source and select your metrics and attributes.
- [Optional] Configure your advanced settings (for more information please refer to the section on Advanced Settings). If you are unsure about how to proceed, we recommend skipping this step.
- Configure your snapshotting preferences. Choose your sync frequency or the exact synchronization time under Show advanced settings.
- Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
- Click on Save and congratulations, your new data source is ready!
Use Data Blending to Associate IDs and Names
We recommend using the data blending feature when creating a flow to have IDs and names in the same table. The most common use cases are:
- Owner ID and owner name
- Create an additional source using the Owners object and add the following properties:
- Owner ID
- Owner Last/First name
- Blend your two sources using Owner ID as the join key.
- Create an additional source using the Owners object and add the following properties:
- Stage ID and stage name
- Create an additional source using the Deals Pipelines object and add the following properties:
- Stage ID
- Stage Label
- Blend your two sources using Stage ID as the join key.
- Create an additional source using the Deals Pipelines object and add the following properties:
Limitations
Permissions
To be able to extract your HubSpot data, please make sure that the HubSpot account authorized in Dataddo has permissions of at least the admin level.
No Historical Data
It is not possible to load your historical data as the HubSpot API only allows Dataddo to extract the full list of the selected contacts or deals.
However, you can keep daily snapshots by selecting an object. To keep track of historical records, you can
- Add Dataddo extraction timestamp to your data, and
- Choose to append your data to build your time series.
Read more about historical data load here.
Troubleshooting
Data Preview Unavailable
If there is no data preview after clicking on Test Data, there might be a problem with your source configuration. The most common causes are:
- Date range: Try a smaller date range. You can load the rest of your data afterward through our manual data load function.
- Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.
- Invalid metrics, attributes, or breakdowns: You may not have any data for the selected metrics, attributes, or breakdowns.
- Incompatible combination of metrics, attributes, or breakdowns: The combination you have selected cannot be queried together. Please refer to the service's documentation to view a full list of metrics that can be included in the same source.
Retrieve Object ID
To get your Object ID, in your HubSpot account
- Navigate to Settings.
- Under the Data Management section, unroll Objects, and click on Custom Objects.
- Your Object ID will be in the last part of the URL, starting with 2-, for example,
https://app.hubspot.com/sales-products-settings/yourcustomerID/object/2-12345678.
Uninstall the Integration
When you disconnect your HubSpot account in Dataddo, all your customer data related to HubSpot will be 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).
To uninstall the Dataddo and HubSpot integration, you can choose one of the following methods.
1. Disconnect your HubSpot account
In the Authorizers tab, delete the authorized HubSpot service. As a result, all Dataddo's permissions to extract data from your HubSpot account will be removed.
Please note that you will first need to delete all sources and flows using HubSpot.
2. Delete the installed Dataddo app in your HubSpot administration
- In your HubSpot account, navigate to Settings.
- Under Account Setup, unroll the Integrations section and click on Connected Apps.
- Locate the Dataddo app and click on Actions - Uninstall.
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).
Related Articles
Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.