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⇱ Create Reports from HubSpot Data in Looker Studio

Create Reports from HubSpot Data in Looker Studio

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to gain access to live HubSpot data and create custom reports in Looker Studio.

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to HubSpot data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for HubSpot and generating reports from HubSpot data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for HubSpot, making it straightforward to construct reports directly from live HubSpot data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to HubSpot. This leverages server-side processing to swiftly provide the requested HubSpot data.

About HubSpot Data Integration

CData provides the easiest way to access and integrate live data from HubSpot. Customers use CData connectivity to:

  • Access HubSpot without worrying about API updates or changes.
  • Access custom objects and fields in HubSpot with no extra configuration steps involved.
  • Use SQL stored procedures to perform functional operations like uploading or downloading attachments, inserting engagements, and creating or deleting custom objects or fields.

Users frequently integrate HubSpot with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate HubSpot data to databases or data warehouses.

To learn about how other customers are using CData's HubSpot solutions, check out our blog: Drivers in Focus: Simplified HubSpot Connectivity.


Getting Started


This article requires a CData Connect AI instance and the CData Connect AI Connector for Looker Studio. Get more information on the CData Connect AI and sign up for a free trial at https://www.cdata.com/cloud.


Configure HubSpot Connectivity for Looker Studio

Connectivity to HubSpot from Looker Studio is made possible through CData Connect AI. To work with HubSpot data from Looker Studio, we start by creating and configuring a HubSpot connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "HubSpot" from the Add Connection panel
    3. 👁 Selecting a data source
  3. HubSpot uses OAuth to authenticate. Click "Sign in" to authenticate with HubSpot. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add HubSpot Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to HubSpot data from Looker Studio.

Visualize Live HubSpot Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new HubSpot data source and build a simple visualization from the data.

  1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
    2. 👁 Create a new connection in Looker Studio
  2. Click Authorize and allow access to your Google account. 👁 Granting permissions to the Connector
  3. Click Authorize to authenticate with your CData Connect AI instance 👁 Authenticating with CData Connect AI
  4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
    5. 👁 Importing from Connections
  5. Now select a Connection (e.g. HubSpot1) and click Next 👁 Selecting a Connection
  6. Select a Table (e.g. Prospects) or use a Custom Query and click Connect to continue 👁 Selecting a Table
  7. If needed, modify columns, click Create Report, and add the data source to the report.
    8. 👁 Configuring column definitions
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.
    10. 👁 Visualizing HubSpot data in Looker Studio

Live Access to HubSpot Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live HubSpot data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating HubSpot data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.