How to Setup Hubspot Integration
This integration will allow you to connect with Hubspot and start collecting your marketing and sales data. It is a matter of minutes to send your Hubspot data to feed your BI, your data warehouse, or your custom analytics stack.
Here are the steps involved:
- Connecting Hubspot
- Set the Replication Frequency
- Load your Hubspot data into your data warehouse
- Hubspot expected Data Model and schema
Getting Started – Setup Hubspot integration at Blendo
1. To add this integration, go to Blendo dashboard. Click “Add Pipeline”
2. In the new “Setup your Hubspot source” screen click on Connect with Hubspot.
2.1 Select Marketing from the drop down menu and Connect with Hubspot
3. If you’re not already logged into your HubSpot account, you will be prompted to connect to your Hubspot credentials.
4. Login to your Hubspot account.
5. In the next page you will see a list of your Hubspot accounts. Click on the one you want to Grant Access to.
6. Add a Table Prefix if you need to.
6.1 Select your preferred Resources
7. Then you will return back to the home dashboard. Click on your new Hubspot data pipeline.
Set the Replication Frequency
8. If you want to change the replication schedule go to the Schedule section and click on Reschedule.
9. In the next pop-up select one of the options available and click Apply.
Expected Hubspot Data Model and Schema
Let’s see:
- How Blendo syncs Hubspot data
- The tables with Hubspot data that we create in your destination data warehouse
How Blendo syncs Hubspot data
Historical Data
When Blendo first connects to Hubspot Data source, will pull all your historical data.
Sync Schedule
Blendo syncs Hubspot 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 data performs a full replication. Then your Hubspot data is replicated incrementally. There may be cases due to an APIs limitation an incremental sync is not possible. In that case a full sync is done. Please check the CSV for more details.
After you finish the integration with Hubspot, you might see its status as Importing from source, Exporting to the destination, or Completed.
What Hubspot data do I have available?
Blendo creates a table for an object in Hubspot API in your data warehouse and the object’s fields are its columns.
In the next array you will see a sample of the tables we replicate from Hubspot. If you want the full schema information please consult the csv in the link below.
| Hubspot Resource | Blendo Table Name | Description |
|---|---|---|
| Blog Authors | blogs_authors | The table contains information about the blog authors |
| Blog Comments | blogs_comments | The table contains information about the blog comments |
| Blog Posts | blogs_posts | The table contains information about the blog posts |
| Blog Topics | blogs_topics | The table contains information about the blog topics |
| Blogs | blogs | The table contains information about the blog overall |
| Campaigns | campaigns | The table contains information about the campaign’s data in HubSpot |
| Companies | companies | The table contains information about the company data in HubSpot |
| Companies Contacts | companies_contacts | The table contains information about the contacts related to company in HubSpot |
| Contact Lists | contacts_lists | The table contains information about Contact Lists in Hubspot. Contact Lists are used to segment contacts into groups. Due to Hubspot’s API need to be fully synced each time. Read more. |
| Contacts | contacts | This table contains information about Contacts. Contacts are the fundamental building block to HubSpot. |
| Contacts Identities | contacts_identities | The table contains information about the contacts related to identities in HubSpot |
| Contacts in Lists | contacts_in_lists | The table contains information about the Contacts and Lists data in HubSpot. Due to Hubspot’s API need to be fully synced each time. Read more. |
| Deals | deals | The table contains information about the Deals in HubSpot |
| Deals Companies | deals_companies | The table contains information about the Deals related to Companies data in HubSpot |
| Deals Contacts | deals_contacts | The table contains information about the Deals related to Contacts data in HubSpot |
| Deals Deals | deals_deals | The table contains information about the Deals and related Deals data in HubSpot |
| Keywords | keywords | This table contains information about Keywords in Hubspot |
| Owners | owners | This table contains information about Owners in Hubspot |
| Workflows | workflows | This table contains information about Workflows. Workflows along with Contacts and emails, are the heart of Hubspot marketing automation. |
Custom Fields
Blendo will create a column for any of your custom fields and will sync it accordignly.
Hubspot 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 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.
