HubSpot as a destination

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1. Add your HubSpot access

1. In the Destinations tab, click on the “Add destination” button located on the top right of your screen. Then, select the HubSpot option from the list of connectors.

2. Click Next and you’ll be prompted to add your access:

   • Access Token: Your HubSpot private app API access token. Learn how to get it here.
   • Date Format: The format for dates included in the input table.
   • Import Mode: Used to indicate whether the import should create and update, only create, or only update records for a certain object or activity.

3. Click Next.

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2. Select your catalog data to send

1. The next step is letting us know which data you want to send to the database. Select the layer and then the desired table.

   Tip: The table can be easily found by typing its name.

2. Click Next.

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3. Map your HubSpot data to send

1. Select the columns from your selected table that you want to send.

2. For each column selected:

   • Select the column from your input table;
   • Inform the internal name of the field on Hubspot the selected column should map to;
   • The name of the target entity. If it’s a custom object, please inform the ObjectType of your Custom Object (see more here). The ID of a Custom Object usually has the following structure 2-XXX;
   • Inform whether this field should be considered an object or alternate ID. If not, leave this field empty. When upserting, at least one field should be selected as ID for proper merging.

3. Click Next.

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4. Configure your HubSpot data destination

1. Describe your destination for easy identification within your organization. You can inform things like what data it sends, to which team it belongs, etc.

2. To define your Trigger, consider how often you want data to be sent to this destination. This decision usually depends on how frequently you need the new table data updated (every day, once a week, only at specific times, etc.).

3. Click Done.

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Check your new destination!

1. Once completed, you’ll receive confirmation that your new destination is set up!

2. You can view your new destination on the Destinations page. Now, for you to be able to see it on your HubSpot account, you have to wait for the pipeline to run. You can monitor it on the Destinations page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your data should be seen on HubSpot.

If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!