HubSpot

• Introduction
  • An example of operation
  • Data schema
• Configuration
  • Before you start
  • Start creating the module
  • Initial settings
  • Authorization with HubSpot
  • Setting the module in the schedule

Introduction

The HubSpot module allows you to automatically collect your CRM's data.

An example of operation

1. We configure the module in the platform by granting access to the HubSpot
2. We set the module on the schedule - the data will be collected and stored in witcloud dataset
3. After the table is processed, you can use other reporting modules or combine it with analytics

Data schema

Eight new tables will appear in your WitCloud dataset:

All tables share the same data schema.

Expand for the data schema

Field name	Type	Mode
id	STRING	NULLABLE
createdAt	TIMESTAMP	NULLABLE
updatedAt	TIMESTAMP	NULLABLE
archived	BOOLEAN	NULLABLE
properties	RECORD	REPEATED
properties. key	STRING	NULLABLE
properties. value	RECORD	NULLABLE
properties.value. stringValue	STRING	NULLABLE
properties.value. intValue	STRING	NULLABLE
properties.value. floatValue	STRING	NULLABLE
properties.value. timestampValue	TIMESTAMP	NULLABLE
associations	RECORD	REPEATED
associations. from	STRING	NULLABLE
associations. to	RECORD	NULLABLE
associations.to. key	STRING	NULLABLE
associations.to. value	STRING	NULLABLE

Configuration

Before you start

Make sure you have 'Super admin' access to the HubSpot account

A description of how to do it can be found at this link link (opens new window)

Start creating the module

From the menu on the left, select the Collect tab, then click the Add new data Collect button.

Select HubSpot from the list of available modules

Initial settings

In the first step, we only have one field to fill.

Collect name - the name of our module. It will be visible under this name elsewhere on the platform.

Authorization with HubSpot

In the next step, we need to grant WitCloud access to HubSpot. It is necessary for WitCloud to be able to download data. This can be done using the oauth HubSpot method

To do this, press the Sign in with HubSpot button

Authorize via the login form

And choose the HubSpot account

After proper authorization, select your account from the list and click Finish button

Setting the module in the schedule

Your module is now created in WitCloud 📊. The final step is to determine the time range for which you need to retrieve historical data. The schedule for retrieving current data will be created automatically.

Enter the appropriate range and click the Finish button.