HubSpot is a leading marketing and sales platform that helps you track leads, as well as inbound marketing and sales. It offers state-of-the-art tools for efficient marketing, tracking sales, and offering better customer support.
This document guides you in setting up HubSpot as a source in RudderStack. Once configured, RudderStack automatically ingests your specified HubSpot data, which can then be routed to your data warehouse destination supported by RudderStack.
To set up HubSpot as a source on the RudderStack dashboard, follow these steps:
Log into your RudderStack dashboard.
Then, click on the Directory option on the left navigation bar and go to Cloud Extract under Sources.
From the list of sources, click on HubSpot.
Assign a name to your source, and click on Next.
Next, authenticate RudderStack with HubSpot by clicking on the Connect with HubSpot option, as shown:
Next, you will be required to set the Table Prefix. RudderStack will create a table in your warehouse with this prefix name and load all your HubSpot data into it.
Also, set the Run Frequency to schedule the data import from your HubSpot account to RudderStack. Optionally, you can also specify the time when you want this synchronization to start, by choosing the time under the Sync Starting At option.
Finally, choose the HubSpot data that you wish to ingest via RudderStack. You can either select all the data, or choose specific HubSpot data attributes, as per your requirement.
That's it! HubSpot is now successfully configured as a source on your RudderStack dashboard.
RudderStack will start ingesting data from HubSpot as per the specified frequency. You can further connect this source to your data warehouse by clicking on Connect Destinations or Add Destination, as shown:
Yes, it is.
We have implemented a feature wherein RudderStack associates a table prefix for every Cloud Extract source writing to a warehouse schema. This way, multiple Cloud Extract sources can write to the same schema with different table prefixes.
If you come across any issues while configuring HubSpot as a source on the RudderStack dashboard, please feel free to contact us. You can also start a conversation on our Slack channel; we will be happy to talk to you!