HubSpot

HubSpot connection helps Infoveave authenticate with your HubSpot account and access your marketing, sales, and CRM data for reporting and automation.

Adding a HubSpot Connection

To create a new HubSpot connection:

1. Go to Administration > Connections
2. Click New Connection and select HubSpot from the available connectors
3. In the New HubSpot Connection form, provide the required configuration details

Connection Parameters

When setting up a HubSpot connection, you need to provide the following details:

Field	Description
Name	A unique name to identify your HubSpot connection

Authentication

HubSpot uses OAuth-based authentication. You need to:

• Click Connect to HubSpot
• Log in using your HubSpot account
• Authorize Infoveave to access your HubSpot data

Once authenticated, Infoveave securely stores the access token and uses it for future data retrieval.

Steps to Validate and Save

1. After naming your connection, click Connect to HubSpot to authenticate
2. Once authorization is complete, click Validate to verify the connection
3. If validation succeeds, click Save to store the connection
4. You can now use this HubSpot connection as a datasource in your Infoveave workflows and visualizations

Example Use Cases

With a HubSpot connection configured, you can:

• Retrieve CRM objects such as contacts, deals, companies, and tickets
• Access marketing metrics including email campaigns, forms, and events
• Build dashboards using HubSpot analytics and engagement data
• Automate workflows based on CRM updates
• Sync HubSpot data with other Datasources for unified reporting
• Track sales pipelines and marketing activities in real time