Documentation

HubSpot

Updated on

Oct 19, 2023

Description

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

Schema information

The schema information shows all report types you can use to extract data from HubSpot.

Setup guide

Follow our setup guide to connect HubSpot to Improvado.

Step 1. Click the Data Sources in the left navigation bar.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

Step 2. Click on the HubSpot tile.

Step 3. To authorize your HubSpot account follow steps 3.1 - 3.3:

Step 3.1. In HubSpot Account Settings, click on the Account tab.

Step 3.2. Enable App Marketplace Access permission for the account so that you can install apps from the HubSpot Marketplace and third-party websites.

Note: This permission is automatically included with super admin permissions.

Step 3.3. Authorize your HubSpot account via OAuth on the HubSpot authorization page. Before authorization, please, make sure that you are signed in to the account you want to extract data from.

Step 4. Grant Improvado your permission to:

Permission
View and manage your CRM data

Step 5. After the connection is completed, the HubSpot connection will appear in your Connected sources list.

Step 6. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 7. To extract data from the connected sources, check the instruction on how to set up data extraction.

Settings

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Troubleshooting

Troubleshooting guides

Check out troubleshooting guides for
HubSpot
here:

Limits

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

Frequently asked questions

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Questions?

Improvado team is always happy to help with any other questions you might have! Send us an email.

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