January 12, 2021 14:28

HubSpot Integration

In this article, we’ll integrate a Hubspot data source with Y42.

HubSpot is an inbound marketing and sales software that helps companies attract visitors, convert leads, and close customers. HubSpot integration replicates data using the HubSpot API.

A guide on how to best understand and use the data from the API is available here on the HubSpot Raw Data Guide.

Overview

Authentication: OAuth

Settings: Account selection

Schema type: Fixed

Update Type: Full import and incremental

Authentication

OAuth doesn’t share password data but instead uses authorization tokens to prove an identity between you and the service provider. OAuth is an authentication protocol that allows you to approve one application interacting with another on your behalf without giving away your password. For instance, when you tell tell Facebook that it’s OK for another application or website to access your profile. To sum up, you only need to have an existing account to authorize the access.

Import Settings

Choose the account from which data should be imported and choose your domain name.

Schema

You can find the full list of available objects and tables for importing on HubSpot's API documentation.

Note: HubSpot uses UNIX formatted timestamps in milliseconds to store datetime values. (Further documentation can be found here). Because of that, you might need to use our Date Parser node with the format "xm" and the Date Formatter to convert it to the desired data type.

Updating your data

You have the option of scheduling Full imports or Incremental Imports by the month, weeks, days, and even by the hour. With the incremental import you will only add the new rows to that table, while a full import will actually re-import the entire table completely.

Incremental imports significantly increase the import speed, we import your table incrementally based on the last imported state e.g. id - If the table does not have a state, a full import will be triggered - This is done automatically.

We recommend therefore to schedule an incremental import regularly, but also schedule a full import with a certain frequency -- this is because only the full import will guarantee that old rows that have been updated on the data source will also get updated on your Y42 integration destination.

HubSpot Setup Guide:

Note: In order to connect Hubspot with Y42, you will need to have a Hubspot Account.

On Integrate, click on "Add..." to search for Hubspot and select it.
Name your integration.
Click Authorize and log into your Hubspot account.
Choose your domain name.
After authentication, you are good to go and start importing your tables.
Select the tables you need and click import. You can start accessing the tables once the status is “Ready”.

Note: You can always import and reimport other tables as well, or delete them.

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