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    HubSpot
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    HubSpot

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    Article summary

    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. Refer to HubSpot's official documentation to see all available endpoints from the HubSpot API.

    Custom Fields and Objects

    Custom fields are supported for all objects.

    Custom objects are currently being added to the connector and are not yet supported out of the box. If you need data from a HubSpot custom object, contact our Solutions team with the name of the object. We will add the data source manually for you.

    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 ihstorical data for HubSpot Analytics. For HubSpot, you can only use extraction timestamps to build a time series.

    Authorize Connection to HubSpot

    To authorize this service, use OAuth 2.0 to share specific data with Dataddo while keeping usernames, passwords, and other information private.

    1. On the Authorizers page, click on Authorize New Service and select your service.
    2. Follow the on-screen prompts to grant Dataddo the necessary permissions to access and retrieve your data.
    3. [Optional] Once your authorizer is created, click on it to change the label for easier identification.

    Ensure that the account you're granting access to holds at least admin-level permissions. If necessary, assign a team member with the required permissions with the authorizer role to authenticate the service for you.

    For more information, see our article on authorizers.

    How to Create a HubSpot Data Source

    1. On the Sources page, click on the Create Source button and select the connector from the list.
    2. From the drop-down menu, select your authorizer.
      Didn't find your authorizer?

      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.

    3. Name your data source and select your metrics and attributes.
    4. [Optional] Configure your advanced settings. If you are unsure with how to proceed, we recommend skipping this step.
    5. Configure your sync frequency or set the exact synchronization time under Show advanced settings.
    6. 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.
    7. 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 data flow to have IDs and names in the same table. The most common use cases are:

    Owner ID and owner name:

    • Create an additional data 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.

    Stage ID and stage name:

    • Create an additional data 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.

    Limitations

    No Historical Data

    It's not possible to load your historical data as the HubSpot API only allows extraction of the full list of selected contacts or deals.

    However, you can keep daily snapshots by selecting an object. To keep track of historical records, you can

    1. Add Dataddo extraction timestamp to your data, and
    2. Choose to append your data to build your time series.

    For more information on loading historical data, refer to our data backfilling guide.

    Troubleshooting

    Data Preview Unavailable

    No data preview when you click on Test Data might be caused by an issue 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 via manual data load.
    • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

    Retrieve Object ID

    To get your Object ID, in your HubSpot account

    1. Navigate to Settings.
    2. Under the Data Management section, unroll Objects, and click on Custom Objects.
    3. 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 the 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

    1. In your HubSpot account, navigate to Settings.
    2. Under Account Setup, unroll the Integrations section and click on Connected Apps.
    3. 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.

    Sending Data to Dashboarding Apps

    Sending Data to Data Storages

    Other Resources

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