HubSpot Connector
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 |
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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:
- Type "hubspot" in the search bar in the Domo Appstore.
The search result will fetch the relevant connector(s) as shown below.
- Click on the HubSpot tile.
The HubSpot connector dashboard will open, displaying the details view for the connector.
- Click Get the Cards in the upper right corner.
The Connect Data for your Sample App window will pop up. To view your data, you need to connect your HubSpot account to Domo.
- Click Connect.
You are then taken to the HubSpot OAuth login window.
- 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.
- Select an account that you want to connect to. In this case, select the account that you logged in with.
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.
- Click Finish.
The data connecting process will start. It might take a minute to connect.
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.
The "Deals" section displays the data related to different deals.
The "Engagements & Contacts" section displays the data about various engagements and contacts altogether.
Best practices
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Your Hub ID is valid for one account in Domo. Creating an additional account in Domo will cause the original account to be disconnected.
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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:
- Your Hub ID. This is located at the bottom of your HubSpot dashboard. For more information, see http://help.hubspot.com/articles/How_To_Doc/How-to-find-your-hub-id.
- The username and password you use to log into HubSpot.
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 |
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Report |
Select a HubSpot report. The following reports are available:
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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. |
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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. |
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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
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Review the configuration to make sure all required items have been selected.
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Review the connector history for error messages.
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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.
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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.