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HubSpot Connector

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Version 25

 

Intro

HubSpot develops software for social media and email marketing, content management, web analytics, and search engine optimization. Use Domo's HubSpot connector to compile reports about your campaigns, contacts, blogs, lead sources, and the like. To learn about the HubSpot API, visit their website (http://developers.hubspot.com/docs/overview).

The HubSpot connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your HubSpot account in the Data Center. This topic discusses the fields and menus that are specific to the HubSpot connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

Compiling reports about aspects of social media and email marketing, such as campaigns, contacts, blogs, lead sources, pipeline management, etc.

Primary Metrics

  • Campaign performance

  • Open rates

  • Email bounces

  • Leads

  • MQL

  • SAO

Primary Company Roles

Marketing/sales roles

Average Implementation Time

Less than 1 hour

Ease of Use (on a 1-to-10 scale with 1 being easiest)

2

Using the Domo HubSpot connector

Follow these step-by-step instructions to configure the Domo HubSpot connector:

  1. Type "hubspot" in the search bar in the Domo Appstore.

    hubspot1.png

    The search result will fetch the relevant connector(s) as shown below. 

    hubspot2.png
     
  2. Click on the HubSpot tile. 

    The HubSpot connector dashboard will open, displaying the details view for the connector.
     
  3. Click Get the Cards in the upper right corner. 

    hubspot3.png

    The Connect Data for your Sample App window will pop up. To view your data, you need to connect your HubSpot account to Domo. 
     
  4. Click Connect.

    hubspot4.png

    You are then taken to the HubSpot OAuth login window.

    hubspot5.png
     
  5. Enter your email address and password associated with your HubSpot account. Alternatively, you can use your Google account or Single sign-on for logging in.

    A list of existing accounts appears, including your own account.
     
  6. Select an account that you want to connect to. In this case, select the account that you logged in with.

    hubspot6.png

    The Connect data for your Sample App window pops up. Your selected account appears in the Connect data field along with its Hub ID and App ID. 

    hubspot7.png
     
  7. Click Finish.

    The data connecting process will start. It might take a minute to connect.

    hubspot8.png

    Once your sample app data is connected, the visual and graphical presentation of the data associated with your account will appear in a dashboard.

    The "Traffic Analytics" section displays collective data about the traffic.

    hubspot9.png

    The "Deals" section displays the data related to different deals.

    hubspot10.png

    The "Engagements & Contacts" section displays the data about various engagements and contacts altogether.

    hubspot12.png

Best practices

  • Your Hub ID is valid for one account in Domo. Creating an additional account in Domo will cause the original account to be disconnected.

  • Some reports are marked as beta. Use at your own risk, as these reports do not currently have any documentation on Hubspot's site and may be removed by Hubspot at any time.

Prerequisites

To connect to your HubSpot account and create a DataSet, you must have the following:

Connecting to Your HubSpot account

This section enumerates the options in the Credentials and Details panes in the HubSpot Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials pane

This pane contains a single field where you enter your HubSpot Hub ID (see "Prerequisites" above for more details).  You are then taken to the HubSpot OAuth page where you are required to enter the email address and password for your HubSpot account. Once you have entered valid credentials, you can use the same account any time you go to create a new HubSpot DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details pane

This pane contains a primary menu in which you select your HubSpot report. One other menu, Contact Fields, may appear depending on the report type you select.

Menu

Description

Report

Select a HubSpot report. The following reports are available:

All Engagements Gets all of engagements in a portal.
All Landing Pages Returns data for all of your landing pages.
All Pipelines Returns data for all pipelines.
Analytics Breakdown Returns analytics data broken down by the specified category.
Associated Engagements Gets associated engagements (tasks or activities) on an object in HubSpot.
Blog Posts Returns data for all posts of your blogs.
Blog Topics Returns data for all of your blog topics.
Blogs Returns high-level data for all of your blogs.
Broadcast Messages Returns all broadcast messages.
Call Engagement Dispositions Gets the possible dispositions for sales calls.
Campaign Events Returns data about specific marketing campaign events.
Companies - All Returns data about all companies.
Companies - Recent Returns data about companies created in last 30 days (maximum 10000 records).
Contacts Returns data about all of your contacts.
Contact Lists Returns data about all of your contact lists.
Contact Lists - Contacts Recently Added Returns information about the list and contacts that were recently added to it.
Contact Lists with Lifecycle Stage Returns contact lists with lifecycle stage field.
Contacts in a List Returns a list of contacts from a specified List.
Deals - All Returns data about all of your deals.
Deals - Recent Returns data about all of your deals that are created in last 30 days.
Deals With Stages Returns data about all of your deals and deal pipelines.
Email Campaigns Returns data about all of your email campaigns.
Email Events Returns data about all of your email events.
Events List Returns data about all of your events from the calendar.
Forms Returns high-level data about all forms you have created.
Owners Returns all of the owners that exist inside of HubSpot.
Recent Engagements Get the most recently created or updated engagements in a portal.
Subscriptions Timeline Returns subscriptions timeline data for the given date range.
Ticket Report Returns the detail about ticket via the properties query param.
Object Type Select Object Type.
Include Inactive Specify whether you want to exclude or include the deleted objects.
Breakdown By Select the category to break down the analytics data.
Time Period Select the time period to group the analytics data.
Duration Select the duration for the report (a Single Date, or a Date Range)
Single Date Select whether the report data is for a specific date or for a relative number of days back from today.
Specific Date Select the specific date using the date selector.
Relative Date Enter the number of days back that you would like to get data for in the Days Back field. Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.
Date Range Select the specific or relative date range.
Start Date - Specific Select the first date in your date range using the date selector.
End Date - Specific Select the last date in your date range using the date selector.
Start Date - Relative

Enter the number of days back that you would like to get data from (start day). Combine with End Date to create a range of represented days.

For example, if you entered 10 for Start Date and 5 for End Date, the report would contain data for 10 days ago up until 5 days ago.
End Date - Relative

Enter the number of days back that you would like to get data to (end day). Combine with Start Date to create a range of represented days.

For example, if you entered 10 for Start Date and 5 for End Date, the report would contain data for 10 days ago up until 5 days ago.
Associated Type Select the associated Object Type (Depending on the object you want to fetch engagements for).
Associated ID Select the associated ID.
Data To Retrieve Select whether you want to retrieve all data or only the data since the last successful run.
Report Date Select report date using relative or specific dates.
Contact Fields Select all fields that you want to show in your report. You must select at least one field.
Form Submission Mode Specify which form submissions should be fetched.
Lists Select the lists for which you want to get contact List data.
Show List Memberships Select the check box to indicate whether current list memberships should be fetched.
Flatten List Memberships Select the check box to specify if there should be a row for each contact's list membership. Note: This can make the dataset very large.
Select Properties Select whether to retrieve all or some properties.
Deal Properties Select the deal properties to be retrieved.
Ticket Properties Select the ticket properties to be retrieved.

Other panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

  1. Review the configuration to make sure all required items have been selected.

  2. Review the connector history for error messages.

  3. To reduce API calls for reports that allow date selections ("Email Events," "Events," "Blog Topics," and "Subscription Timeline"), use Append and choose to pull data from the last successful run instead of all data.

  4. In rare cases, you may be requesting too much information and reaching API limitations or timeouts. If this is the case, you can review the history of the connector run to see the error message and duration. If this is the case, you can reduce the number of accounts that are being pulled, choose a smaller number of metrics for the report that you are pulling, or reduce the time frame that you are trying to pull.

FAQ

What kind of credentials do I need to power up the HubSpot Connector?

You need your Hub ID, which you can find at the bottom of your HubSpot dashboard. You need to have a 'super admin' role.

What kind of HubSpot account do I need to access the API?

You need a Marketing Professional or Enterprise HubSpot account to access the API.

Are there any API limits that I need to be aware of?

No.

Can I use the same HubSpot account for multiple DataSets?

Yes.