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HubSpot

Applicable EditionsTapData CloudTapData Cloud offers you cloud services that are suitable for scenarios requiring rapid deployment and low initial investment, helping you focus more on business development rather than infrastructure management. Free trial with TapData Cloud.TapData EnterpriseTapData Enterprise can be deployed in your local data center, making it suitable for scenarios with strict requirements on data sensitivity or network isolation. It can serve to build real-time data warehouses, enable real-time data exchange, data migration, and more.

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business. TapData Cloud supports building data pipelines with HubSpot as the source database, allowing you to read HubSpot operational data and sync it to a specified data source. This document explains how to add a HubSpot data source in TapData Cloud.

Connect HubSpot

  1. Log in to TapData Platform.

  2. In the left navigation panel, click Connections.

  3. On the right side of the page, click Create.

  4. In the pop-up dialog, search for and select HubSpot.

  5. Complete the data source configuration as per the following instructions.

    HubSpot Connection Settings

    • Connection Name: Enter a unique name with business significance.
    • Connection Type: Only Source is supported.
    • Advanced Settings
      • Agent settings: Defaults to Platform Automatic Allocation, you can also manually specify an agent.
      • Model load time: If there are less than 10,000 models in the data source, their information will be updated every hour. But if the number of models exceeds 10,000, the refresh will take place daily at the time you have specified.
  6. Click Authorize. On the redirected HubSpot authorization page, log in and select the account you want to authorize.

    Authorize HubSpot

    After completing the operation, the page will automatically return to the data source configuration page, displaying Successfully Authorized.

  7. Click Connection Test. After passing the test, click Save.

    tip

    If the connection test fails, please follow the prompts on the page to fix the issue.