Note:Refer to HubSpot source to know about this source.
Prerequisites
Ensure that you take care of the following prerequisites before creating a HubSpot source:- HubSpot Account– Ensure that you have an active account on HubSpot. For more information about how to create a HubSport account, refer here.
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Bearer Token (Access Token) – A bearer token in HubSpot is a unique string of characters that authenticates a user or application to access a resource. It grants limited access to a user or application for a specific period, allowing them to perform actions on behalf of the user who generated the token.
Steps to Obtain the Bearer Token
On the Basic Info tab, configure your app details:
- Enter your app’s name.
- Hover over the placeholder logo, then click the upload icon to upload a square image to serve as the app logo.
- Enter a description for your app.
In the Scopes tab, at the top of the page, click + Add new scope and add the following scopes:Contacts- crm.objects.contacts.read
- crm.objects.contacts.write
- crm.objects.companies.read
- crm.objects.companies.write
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Sync Frequency– The first data sync takes place once you create the source. However, the subsequent syncs take place based on the sync frequency that you select. Currently, we support the following sync frequencies:
- Daily
- Weekly
- Monthly
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Fetch Mode – Select either Full or Delta based on the requirement.
- Full – Retrieves the complete dataset during the initial fetch and transfers the entire dataset during each subsequent synchronisation, regardless of any changes made. This process ensures the full dataset is updated at each sync frequency.
- Delta – Receives all available data during the initial fetch and thereafter exclusively gathers incremental updates (deltas) as per the sync frequency configured.
- Note that we currently support only one user ID per source and one campaign per source.
Create a HubSpot Source
Once you have all the necessary information mentioned above, perform the following steps to create a HubSpot source:
Enter the Bearer Token. For more information about how to obtain your Bearer Token in HubSpot, refer here.
Under Data Entity, depending on the type of data that you want to ingest, choose either Customer Data or Non Customer Data and proceed with the source creation. To know more about Customer Data and Non Customer Data, refer here.
Under Fetch Mode, select either Full or Delta based on the requirement.a. Full – Receives all available data during the initial fetch and thereafter consistently fetches data as per the sync frequency configured.b. Delta – Receives all available data during the initial fetch and thereafter exclusively gathers incremental updates (deltas) as per the sync frequency configured.
In the window that appears, based on the Object (Contacts or Companies) selected in the previous step, a list of fields are displayed. You can select the desired fields using the check boxes. Use Select All to select all the fields available for that Object in your HubSpot account. If you know the field names, you can select them after searching in the search box.
Note:Currently, editing the field selection after source creation is not allowed. If you wish to do so, then you need to create a new source in Zeotap CDP.
Review the selected fields and click CREATE SOURCE. The created HubSpot source is listed on the source listing page as shown below.
Upon successfully creating the source, it appears on the SOURCES listing page. You can open the created source and find essential details about the created source such as Bearer token, Created by, Created on information and more under the IMPLEMENTATION DETAILS tab. You can also find details about the source and the selected fields for the Object.
Note:Once the connection between Zeotap and HubSpot is successfully established, you can view the data flowing into the system under the PREVIEW DATA tab.