How to setup Hubspot CRM Integration

This integration will allow you to connect with Hubspot CRM and start collecting your sales data. It is a matter of minutes to send your data to feed your BI, your data warehouse, or your custom analytics stack.

Here are the steps involved:

  1. Connecting Hubspot CRM
  2. Set the Replication Frequency
  3. Load your Hubspot CRM data into your data warehouse
  4. Hubspot CRM expected Data Model and schema

Getting Started – Setup Hubspot CRM integration at Blendo

1. To add this integration, go to Blendo dashboard. Click Add a Source.

 

 

2. Click on Hubspot icon.

Connect your Hubspot CRM to Blendo

3. In the new Setup your Hubspot pipeline screen there are some data required from Hubspot CRM. More specifically you will need the Hubspot CRM Login Credentials.

 

3.1. In the Setup your Hubspot pipeline screen, Select CRM from the drop down menu click “Connect with Hubspot”.

 

3.2. Login with your Hubspot CRM Credentials in the pop-up window.

 

4. Add a Table Prefix if you want and click Validate.

 

5. In the next screen, you may select the resources you need to sync from Hubspot CRM. After finishing click Save.

 

6. Then you will return back to the home dashboard. Click on your new Hubspot data source.

Set the Replication Frequency

This configuration controls how often Blendo will pull data from your Hubspot CRM integration. Loading to your data warehouse could take a little bit longer.

7. If you want to change the replication schedule go to the Schedule section and click on Reschedule.

8. In the next pop-up select one of the options available and click Apply.

Load your Hubspot CRM data into your data warehouse

Blendo will queue your sync request and start syncing on its schedule. If you want to trigger it on your own here is how to start loading your Hubspot CRM data into your data warehouse:

Hubspot CRM Data Model & Schema Information

Blendo will now connect to your Hubspot CRM data source. It will sync your historical data and all the future updates into your destination data warehouse. You will get analytics ready tables and syncs that make sure you will get recent and consistent data.

Let’s see:

  1. How Blendo syncs Hubspot CRM data
  2. The tables with Hubspot CRM data that we create in your destination data warehouse

How Blendo syncs Hubspot CRM data

Historical Data

When Blendo first connects to Hubspot CRM Data source, will pull all your historical data.

Sync Schedule

Blendo syncs Hubspot CRM data based on the schedule and frequency you choose. The default setting is every 1 hour but is configurable from inside the app.

Replication Process

The first time Blendo syncs your Hubspot CRM data performs a full replication. Then your Hubspot CRM data is replicated fully as Hubspot CRM’s API does not allow incremental replication other than Deals resource. Note that Blendo will only read your data.

After you finish the integration with Hubspot CRM, you might see its status as Importing from source, Exporting to the destination, or Completed.

What Hubspot CRM data do I have available?

Blendo creates analytics ready tables with recent and consistent data. Bellow is a diagram of the schema and you may also find a CSV with all the columns and fields in more detail.

Expected Hubspot CRM Data Model & Schema Information >>

Hubspot CRM Data Model & Schema

Hubspot CRM Integration Troubleshooting FAQ

I get authentication error message "You do not have the correct role to grant these permissions. Please contact your administrator."

If during the Hubspot CRM authentication process you see a message that your “You do not have the correct role to grant these permissions. Please contact your administrator.”, it is a known Hubspot issue with the way the contacts scope interacts with Marketing/CRM Free portals. Currently, only a Super Admin can authorize the contacts scope.

Questions? Contact us!

in Connecting SaaS Data Sources