Skip to main content

​
Intro

HubSpot develops software for social media and email marketing, content management, web analytics, and search engine optimization. Use Domo’s HubSpot connector to compile reports about your campaigns, contacts, blogs, lead sources, and the like. To learn about the HubSpot API, visit their website (http://developers.hubspot.com/docs/overview ). The HubSpot connector is a “Cloud App” connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window. You connect to your HubSpot account in the Data Center. This topic discusses the fields and menus that are specific to the HubSpot connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Connector.

Primary Use Cases

Compiling reports about aspects of social media and email marketing, such as campaigns, contacts, blogs, lead sources, pipeline management, etc.

Primary Metrics

  • Campaign performance

  • Open rates

  • Email bounces

  • Leads

  • MQL

  • SAO

Primary Company Roles

Marketing/sales roles

Average Implementation Time

Less than 1 hour

Ease of Use (on a 1-to-10 scale with 1 being easiest)

2

​
Using the Domo HubSpot connector

Follow these step-by-step instructions to configure the Domo HubSpot connector:
  1. Type “hubspot” in the search bar in the Domo Appstore.
    hubspot1.png
    The search result will fetch the relevant connector(s) as shown below.
    hubspot2.png
  2. Click on the HubSpot tile. The HubSpot connector dashboard will open, displaying the details view for the connector.
  3. Click Get the Cards in the upper right corner.
    hubspot3.png
    The Connect Data for your Sample App window will pop up. To view your data, you need to connect your HubSpot account to Domo.
  4. Click Connect.
    hubspot4.png
    You are then taken to the HubSpot OAuth login window.
    hubspot5.png
  5. Enter your email address and password associated with your HubSpot account. Alternatively, you can use your Google account or Single sign-on for logging in. A list of existing accounts appears, including your own account.
  6. Select an account that you want to connect to. In this case, select the account that you logged in with.
    hubspot6.png
    The Connect data for your Sample App window pops up. Your selected account appears in the Connect data field along with its Hub ID and App ID.
    hubspot7.png
  7. Click Finish. The data connecting process will start. It might take a minute to connect.
    hubspot8.png
    Once your sample app data is connected, the visual and graphical presentation of the data associated with your account will appear in a dashboard. The “Traffic Analytics” section displays collective data about the traffic.
    hubspot9.png
    The “Deals” section displays the data related to different deals.
    hubspot10.png
    The “Engagements & Contacts” section displays the data about various engagements and contacts altogether.
    hubspot12.png

​
Best practices

  • Your Hub ID is valid for one account in Domo. Creating an additional account in Domo will cause the original account to be disconnected.
  • Some reports are marked as beta. Use at your own risk, as these reports do not currently have any documentation on Hubspot’s site and may be removed by Hubspot at any time.

​
Prerequisites

To connect to your HubSpot account and create a DataSet, you must have the following:

​
Connecting to Your HubSpot account

This section enumerates the options in the Credentials and Details panes on the HubSpot Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Connector.

​
Credentials pane

This pane contains a single field where you enter your HubSpot Hub ID (see “Prerequisites” above for more details). You are then taken to the HubSpot OAuth page where you are required to enter the email address and password for your HubSpot account. Once you have entered valid credentials, you can use the same account any time you go to create a new HubSpot DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.

​
Details pane

This pane contains a primary menu in which you select your HubSpot report. One other menu, Contact Fields, may appear depending on the report type you select.

Menu

Description

Report

Select a HubSpot report. The following reports are available:

Report Name Description
All Engagements Get all of the engagements in a portal.
All Landing Pages Returns data for all of your landing pages.
All Pipelines Returns data for all pipelines.
Analytics Breakdown Returns analytics data broken down by the specified category.
Associated Engagements Get associated engagements (tasks or activities) on an object in HubSpot.
Blog Posts Returns data for all posts of your blogs.
Blog Topics Returns data for all of your blog topics.
Blogs Returns high-level data for all of your blogs.
Broadcast Messages Returns all broadcast messages.
Call Engagement Dispositions Get the possible dispositions for sales calls
Campaign Events Returns data about specific marketing campaign events.
Companies - All Returns data about all companies.
Companies - Recent Returns data about companies created in last 30 days (maximum 10000 records).
All Contacts Returns data about all your contacts.
Contact Lists Returns data about all of your contact lists.
Contact Lists - Contacts Recently Added Returns information about the list and contacts that were recently added to it.
Contact Lists with Lifecycle Stage Returns contact lists with lifecycle stage field.
Contacts in a List Returns a list of contacts from a specified List.
Deals - All Returns data about all of your deals.
Deals - Recent Returns data about all of your deals that are created in last 30 days.
Deals With Stages Returns data about all of your deals and deal pipelines.
Email Campaigns Returns data about all of your email campaigns.
Email Events Returns data about all of your email events.
Forms Returns high-level data about all forms you have created.
Recent Engagements Get the most recently created or updated engagements in a portal.
Subscriptions Timeline Returns subscriptions timeline data for the given date range.
Ticket Report Returns the detail about ticket via the properties query parameter.

Contact Fields

Select all fields that you want to show in your report. You must select at least one field.

Expand Field

Select this checkbox to get memberships data.

Form Submission Mode

Specify which form submissions should be fetched.

Show List Memberships

Select this checkbox to indicate whether current list memberships should be fetched.

Flatten List Memberships

Select this checkbox to indicate whether there should be a row for each contact’s list membership.

Note : This can make the dataset very large.

Property Mode

Select this checkbox to retrieve historical data for the ‘Lifecycle Stage’ property.

List ID

Select the list for which you want to get contact data.

Object Type

Select the associated Object Type(Depending on the object you want to fetch engagements for).

Breakdown By

Select the category to break down the analytics data.

Select properties

Select whether to retrieve all or some properties.

Deal Properties

Select the properties to retrieve.

Retrieve deal stage property history Select this checkbox to retrieve the deal stage’s history instead of just the current value.
Object ID Select the associated Id.
Time Period Select the time period to group the analytics data.
Filter

Filter the returned data to include only the specified breakdown. Provide single or multiple values for the filter.

Example: hubspot or hubspot,social,direct.

Data To Retrieve

Select whether you want to retrieve all data or only the data since the last successful run.

Object Type

Select object type.

Include Inactive

Select include inactive option.

Inactive Owners Selection

Select whether to include inactive owners or not.

Ticket Properties

Select the ticket properties to retrieve.

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today.

Select Specific Date

Select the date for the report.

Days Back

Enter the number of past days that should appear in the report.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date .

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date .

Select Specific Start Date

Select the first date in your date range.

Select Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

​
Other panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.

​
Troubleshooting

  1. Review the configuration to make sure all required items have been selected.
  2. Review the connector history for error messages.
  3. To reduce API calls for reports that allow date selections (“Email Events,” “Events,” “Blog Topics,” and “Subscription Timeline”), use Append and choose to pull data from the last successful run instead of all data.
  4. In rare cases, you may be requesting too much information and reaching API limitations or timeouts. If this is the case, you can review the history of the connector run to see the error message and duration. If this is the case, you can reduce the number of accounts that are being pulled, choose a smaller number of metrics for the report that you are pulling, or reduce the time frame that you are trying to pull.

​
FAQ

You need your Hub ID, which you can find at the bottom of your HubSpot dashboard. You need to have a ‘super admin’ role.
You need a Marketing Professional or Enterprise HubSpot account to access the API.
No.
Yes.