Documentation

HubSpot

Description

HubSpot is an inbound marketing and sales software which includes marketing automation platform and a repository for managing leads generated from campaigns, ad tracking component for social media engagement monitoring.

Schema information

Here you can find a list of report types and their fields available for data extraction from HubSpot.

Setup guide

Follow our setup guide to connect HubSpot to Improvado.

  1. In the left navigation bar, click on the Data Sources.
    Here, data sources are grouped by categories, so you can switch between them or use a search to find the required data source.
  1. Click on the HubSpot tile. 
  1. Authorize your Google account via OAuth. Before authorization, please, make sure that you are signed in to the account you want to extract data from.
  2. Grant Improvado your permission to:
Permission
View and manage your CRM data


  1. Now, Improvado will add HubSpot to your connected sources list.
  2. When the connection status is Active and the account status column contains a number of accounts, you can move on to data extraction.
  1. Check the instruction on how to set up data extraction.

Release Notes

You can find information about the latest API changes in the official Release notes.

Questions?

Improvado team is always happy to help with any other questions you might have!

Contact your Customer Success Manager or raise a request in Improvado Service Desk.

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