Connect HubSpot with Bold Data Hub

The Bold Data Hub HubSpot connector loads CRM data from HubSpot into Bold Reports^®. HubSpot is a customer relationship management (CRM) and inbound marketing platform.

How do I get HubSpot credentials?

You authenticate the Bold Data Hub HubSpot connector with a private app access token that you create in HubSpot.

Note: As of November 30, 2022, HubSpot API Keys are being deprecated and are no longer supported. Instead, it is recommended to authenticate using a private app access token or OAuth access token. Follow these steps to create a private app and get an authentication token before running the pipeline:

In HubSpot, click the settings icon to access settings.
Under Account Setup in the left sidebar, choose Integrations > Private Apps.
Select Create a private app.
In the Basic Info tab, enter a name and description.
In the Scopes tab, grant:
- Read scopes for CMS, CRM, and Settings.
- Permissions for: business-intelligence, actions, crm.export, e-commerce, oauth, tickets.
Click Create app > Continue Creating.
Click Show token and copy it.

Connection Properties

The HubSpot connector in Bold Data Hub reads the following properties from the config section of a YAML file:

ConnectorName: HubSpot
api_key: API key

Example Configuration

The following Bold Data Hub YAML template shows a complete HubSpot extractor configuration:

version: 1.0.1
encrypt_credentials: false
plugins:
  extractors:
    - name: HubSpot_data
      connectorname: HubSpot
      config:
         api_key: <API KEY>
      select:
        -Table1
        -Table2
      properties:
         includehistory: <true/false>

How do I connect HubSpot in Bold Data Hub?

You connect HubSpot by creating a project in Bold Data Hub and adding the Hubspot template to it.

Click the Bold Data Hub icon on the Navigation Pane.
Click Add Project and enter a name for the new project.
Select the newly created project and add the Hubspot template.
Update the API Key in the template, and update the resources in the select property.
Click Save and choose the destination to save the pipeline.

Creating a pipeline in Bold Data Hub automatically creates a data source in Bold Reports^®. The Bold Reports^® data source is a live data source to the destination database used in Bold Data Hub.

Hubspot - DataHub

Which HubSpot resources can I load?

The Bold Data Hub HubSpot connector supports these resources in the select property:

The available resources are supported in Hubspot
- contacts
- companies
- deals
- tickets
- products
- quotes
- hubspot_events_for_objects

Warning:

1. The `Encrypt_Credentials` property should be set to false when updating the new access token on the template. If you have modified other properties, such as 'select' or 'account id', the `Encrypt_Credentials` property must be set to true.  
2. The default lifetime of the access token is 1 hour. Therefore, you need to convert it to a long-lived access token to use the same token for 60 days. Existing tables should be maintained even if the token has expired or is being used as an invalid token.

How do I schedule the HubSpot pipeline?

You schedule the HubSpot pipeline in Bold Data Hub from the schedules tab, or you run it on demand.

To configure interval-based scheduling, click the schedules tab, select the created pipeline, click the schedule icon, and configure the schedule.
For an on-demand refresh, click the Run Now button.
Check the schedule history with the history option and the logs.
Click Logs to see whether the run is completed and the data source is created in Bold Reports^®.
Click the Edit DataSource option to view the created tables.

Frequently asked questions

Can I use a HubSpot API key with Bold Data Hub?

HubSpot API Keys are deprecated as of November 30, 2022, and are no longer supported. Use a private app access token or an OAuth access token instead.

Which HubSpot scopes does the private app need?

Grant read scopes for CMS, CRM, and Settings, and permissions for business-intelligence, actions, crm.export, e-commerce, oauth, and tickets.