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Hubspot Engagement Connector

Domo University
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Intro

HubSpot develops software for social media and email marketing, content management, web analytics, and search engine optimization. Use Domo's HubSpot Engagement connector to compile reports about your call engagements and dispositions. To learn about the HubSpot API, visit their website (http://developers.hubspot.com/docs/overview).

The HubSpot Engagement connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your HubSpot account in the Data Center. This topic discusses the fields and menus that are specific to the HubSpot Engagement connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

Compiling reports about aspects of social media and email marketing, such as call engagements and call dispositions.

Primary Metrics

  • Call engagement dispositions

  • Call engagements

Primary Company Roles

Marketing/sales roles

Average Implementation Time

Less than 1 hour

Ease of Use (on a 1-to-10 scale with 1 being easiest)

2

Prerequisites

To connect to your HubSpot account and create a DataSet, you must have the following:

  • Your Hubspot email address and password. Alternatively, you can login using your Google or SSO (Single Sign On) credentials.

Connecting to Your HubSpot account

This section enumerates the options in the Credentials and Details panes in the HubSpot Engagement Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials pane

The Domo HubSpot Engagement Connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing HubSpot accounts in Domo) to open the HubSpot OAuth screen where you can enter your HubSpot email address and password. Once you have entered valid Hubspot credentials, you can use the same account any time you go to create a new HubSpot Engagement DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Note: If you are already logged into HubSpot when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of HubSpot.

Details pane

This pane contains a primary menu in which you select your HubSpot Engagement report.

Menu

Description

Report

Select a HubSpot report. The following reports are available:

Call Engagement Dispositions Get the possible dispositions for sales calls (stored as engagements), listed as the outcome when viewing the call's outcome when viewing the call in the timeline in HubSpot.
Engagement This endpoint is used to get all engagements in an account.

 

Other panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

FAQ

What endpoint is the base URL for this connector?

The base URL for the HubSpot Engagement connector is https://api.hubapi.com/.

Which endpoint(s) does each report call in this connector?

Report Name Endpoint URL(s)
Call Engagement Dispositions /calling/v1/disposition
Engagement /engagements/v1/engagements/page

What kind of credentials do I need to power up the HubSpot Engagement connector?

You need your Hubspot email address and password. Alternatively, you can login using your Google or SSO (Single Sign On) credentials.

How do I know my Hubspot credentials are secure?

The login process uses the OAuth process, so your Hubspot credentials are never seen or stored by Domo. This keeps your login secure. You can revoke Domo's access to your account at any time.

What kind of HubSpot account do I need to access the API?

You need a Marketing Professional or Enterprise HubSpot account to access the API.

How frequently will my data update?

As often as needed.

Are there any API limits that I need to be aware of?

No

Can I use the same account to create multiple datasets?

Yes

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