Documentation

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.

Follow our setup guide to connect HubSpot to Improvado.

Step 1. Click the Make a new Connection on the Connections page.
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:

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.

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