Hubspot

How to configure a Hubspot connection

This document describes the Dataworkz connector configuration required to access Hubspot.

Prerequisite

Before configuring Dataworkz for Hubspot, a "Connected App" needs to be configured in Hubspot. Follow the steps listed below for creating an OAuth App in Hubspot for Dataworkz.

1. Create a developer account

2. Follow the document below to setup Hubspot connected app and to configure Oauth2. https://developers.hubspot.com/docs/guides/apps/authentication/working-with-oauth ​

3. Keep in mind the following points while doing the same.

   • Callback URL can be found in Dataworkz UI (Refer Connecting to Hubspot section for details)

   • Permissions/scopes need to be added for Hubspot API. Read or write scopes need to be selected for the entities that need to be accessed from Hubspot via Dataworkz.

4. Make note of the Client ID & Secret. These details would be required at the time of creating the connector in Dataworkz

Creating Hubspot configuration in Dataworkz

1. Navigate to the configurations section of the Dataworkz platform (by clicking Gear Icon)

2. Click on SaaS Applications

3. Select HubSpot

4. Click the + icon to add a new HubSpot connection

   
5. Add the Hubspot instance name

6. Select the OAuth

   1. Private connection

   2. Dataworkz OAuth

7. If selected authentication type is Private Connected App then

   1. Select "Yes" if app has already been created

   2. Select "No". Screen with the redirect URL would pop-up. Copy the redirect URL and goto Prerequisite section

      
8. Choose the workspace that you want to use

9. Choose the collection that you would like to use

10. Choose the scope for the Hubspot connection

11. Save the configuration. This would prompt you to login to Hubspot account and authorize Dataworkz to access Hubspot APIs

12. Newly created connector would show up in the list of Hubspot configurations.

Add Task Configuration

Click the newly created connector and then click + icon to add new task configuration for Hubspot

1. Enter name for the dataset

2. Select the Hubspot entity that you need to access

3. Select the fields of the entity that need to be read

4. Select the appropriate option for reading all the historical data or for a date range

5. Select the incremental pull criteria

   • Created Date

   • Last Modified Date

6. Select the dependent entities and its fields that need to read along with parent entity.

7. Enable/disable recurring job

8. Click Add to save the configuration

This would complete the Dataworkz configuration for Hubspot