HubSpot

A guide on how to connect your HubSpot data to Plecto.

Last updated: Feb. 4, 2022

Import data directly from HubSpot and create real-time dashboards and reports for your CRM KPIs. For each data type you add, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Currently, you can import the following data types:

  • Calls, Contacts, Companies, Deals, Emails, Notes, Marketing Emails, Meetings, Tasks, Tickets.

Visit our HubSpot integration page to find more detailed information on the available data types, update frequencies, custom field support, and more.

Registration deletion and updating

Plecto uses webhooks to delete registrations in Contacts, Companies, Deals and to update registrations in Contacts, Companies. We also support deleting registrations in Tickets, but this action happens with each automatic import and is not related to webhooks.

  1. Go to Data management > Data sources > + New data source in Plecto.
  2. Select HubSpot from the list and click "Next."
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3. Log in to your HubSpot account. Plecto will ask for permission to access the data in your account. Click "Grant access" to continue.

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3. Now you can select the data types you want to import to Plecto. In this step, feel free to adjust the data source title and other parameters in the advanced settings. You can change the data source settings also later on once the data sources are created. Click "Next" to import your data.

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To help you get started, Plecto automatically imports data for the past 30 days. If you want to import more data from HubSpot, open the data source settings and click on "Import more data." Read more in Manual Refresh and Import of Data.

When we import the data type Tickets, we import a field called "Pipeline." This field only shows the ID of the pipeline, and if you want to know which pipeline it represents, you have to look in HubSpot.

Knowing the name of the pipeline can help you filter your data by the correct ID in Plecto (for example, when building formulas or creating KPIs on dashboards).


Here's how to find the pipeline ID in HubSpot:

  1. Open HubSpot, click on your account in the top-right and open Profile & Preferences.
  2. Navigate to Data Management > Objects > Tickets and open the Pipelines tab.
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3. Select the pipeline of which you'd like to see the ID.
4. Click on the </> icon next to the pipeline name to see the ID.

HubSpot-example-pipeline-ID.png
Start building your dashboards and KPIs

Go to Visualization > Dashboards > + New dashboard and start building your HubSpot KPIs. For more help, go to Create a Dashboard or How to Build a Formula.

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