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Domo Knowledge Base

HubSpot Upsert Connector

Version 2

 

Intro

HubSpot is an inbound marketing platform designed to help your business attract customers. The Hubspot Upsert connector gets real-time alerts for your ticket data. Use Domo's HubSpot Upsert connector to retrieve the data for your tickets based on various properties. This connector supports a merge mode to update your dataset, thus avoids duplicate entries. To learn more about the HubSpot API, visit their page (http://developers.hubspot.com/docs/overview).

The HubSpot Upsert 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 Upsert 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.

Prerequisites

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

  • 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 Upsert 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

The Domo HubSpot Upsert connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing HubSpot accounts in Domo) to open the HubSpot OAuth screen where you can enter your HubSpot credentials. Once you have entered valid HubSpot 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.

Note: If you are already logged into HubSpot when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of HubSpot.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the HubSpot report you want to run. The following reports are available:

Ticket Report This report gets all tickets from a portal.
Select Properties To Retrieve Select whether to retrieve tickets for all or only specific properties.
Properties Select the properties for the tickets to retrieve.

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.