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Hubspot

Hubspot

HubSpot is a customer relationship management (CRM) platform offering a suite of software tools to help businesses scale their marketing and sales operations. The HubSpot connector for Datagrid allows users to connect their HubSpot accounts and ingest CRM data into a centralized workspace for no-code transformation and analysis.

How-to

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Pre-Requisites

For a smooth setup of your Hubspot Connector, please make sure you have the following ready:

  • Access to an active HubSpot account with Super Admin access.

Use Cases

What can you do with the Hubspot connector?

  • Seamless data ingestion and synchronization from HubSpot.
  • Integration with other platforms for comprehensive data insights.
  • Automated workflows based on schedules or trigger events.

Daily examples:

Analyzing Customer Data
• Filter, group, and analyze customer data by industry, buying role, sales owner, and more. • Generate insights from HubSpot CRM data to inform marketing and sales strategies.
Automating Workflows
• Automate the ingestion, export, or execution of flows on HubSpot data based on schedules or trigger events like source changes or web-hooks. • Reduce manual data entry and streamline sales and marketing operations.
Combining Data Sources
• Combine HubSpot data with other sources (e.g., Salesforce, Outreach, Microsoft) to create comprehensive reports and contextual insights. • Use customized data transformations to generate actionable metrics and insights.

Data Access

The HubSpot connector supports the following data access endpoints:

Contacts
Companies
Customs
Deals
Tickets
Quotes
Products
Line items
Tasks
Emails
Goals

FAQ

We're very happy to help answer any questions you may have.