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            HubSpot Connection (Beta)

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            HubSpot Connection (Beta)

            Pull your marketing, sales, and customer service data from HubSpot into Data Manager using the HubSpot connector for CRM Analytics.

            Note
            Note This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms.

            To use the CRM Analytics HubSpot connector with an OAuth connection, you must configure HubSpot for OAuth, Salesforce, and CRM Analytics.

            Note
            Note You can’t use a custom authorization provider.

            These high-level instructions help you navigate the steps involved. Remember to contact your Network Security or IT department for help with configuration consistent with your organization’s security requirements.

            1. Configure HubSpot for OAuth using the HubSpot OAuth Quickstart Guide.
            2. With HubSpot OAuth configured, follow the steps under Define an Authentication Provider in Salesforce from Configure an Authentication Provider Using OpenID. Here’s some of the field mapping between HubSpot and Salesforce:
              • Copy the HubSpot Client ID to the Salesforce Consumer Key.
              • Copy the HubSpot Client secret to the Salesforce Consumer Secret.
              • The Authorization Endpoint URL is https://app.hubspot.com/oauth/authorize
              • The Token Endpoint URL is https://api.hubapi.com/oauth/v1/token
              • After the auth provider is saved, copy the Callback URL from Salesforce to the Redirect URL in HubSpot’s OAuth configuration.
            3. With the authentication provider added to Salesforce, define a legacy named credential in Salesforce. Select the OAuth 2.0 authentication protocol and Named Principal identity type.
            4. Add the HubSpot connection.

            Create the Connection

            1. On the Data Manager Connections tab, click New Connection.
            2. Click the name of the connector, and click Next.
            3. Enter the connector settings.
            4. To validate your settings and attempt to connect to the source, click Save & Test. If the connection fails, CRM Analytics shows possible reasons.

            All settings require a value, unless otherwise indicated.

            Setting Description
            Connection Name Identifies the connections. Use a convention that lets you easily distinguish between different connections.
            Developer Name API name for the connection. This name can’t include spaces. The API name is used in your recipes to reference data extracted through this connection. You can’t change the developer name after you create the connection.
            Description Description of the connection for internal use.
            Authentication Type Displays "OAuth", and can’t be changed as this is the only authentication type supported.
            Named Credential The Name field from a legacy named credential stored in your Salesforce org.

            Filter Data Synced to CRM Analytics

            Exclude unnecessary or sensitive data from syncing to CRM Analytics with data sync filters. Filters run on the source object and speed up data sync by pulling only the data you need into CRM Analytics. If you plan to use excluded data in the future, use a recipe filter to limit the data written to a dataset instead of a data sync filter.

            1. From Data Manager, click the Connections tab.
            2. Select the connection associated with the object to filter.
            3. Click the name of the object to filter.
            4. Click Data Sync Filter.
            5. Enter the filter.
            6. Click Save.

            For the HubSpot connector, enter a filter using the syntax described in the HubSpot Get Table Help.

            When working with the HubSpot connector, remember these behaviors.

            • Connected object names must start with a letter and contain only letters, digits, or underscores. Object names can’t end with an underscore.
            • Only field names with combinations of alphanumeric, dot, underscore, or dash characters are supported. If a connector includes field names that contain other characters, such as spaces or brackets, the sync fails.
            • The connector can sync up to 100,000 rows or 500 MB per object, whichever limit is reached first.
            • The named credential must be a legacy named credential, use the identity type Named Principal, and have the status Authenticated.

            Connection Considerations

            When working with the Hubspot connector, keep these behaviors in mind.

            • The list of fields available for syncing with an object is constrained by the HubSpot API, and may not align with the full list of properties shown within HubSpot. For example, although HubSpot's "Campaign properties" list might contain more, the HubSpot API only exposes 17 Campaign fields for syncing. For more information, refer to the HubSpot API documentation.
             
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