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URL: https://www.cdata.com/kb/tech/hubspot-cloud-grafana.rst

⇱ Create HubSpot-Connected Dashboards in Grafana

Create HubSpot-Connected Dashboards in Grafana

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Connect to HubSpot Data via CData Connect AI in Grafana and create custom business dashboards with real-time access to HubSpot data.

Grafana is an open-source platform that allows users to analyze, monitor, and visualize telemetry from various data sources. When combined with CData Connect AI, you gain immediate access to HubSpot data for business dashboards. This article outlines the process of connecting to HubSpot using Connect AI and creating a basic dashboard from HubSpot data within Grafana.

CData Connect AI offers a pure SQL Server, cloud-to-cloud interface for HubSpot, enabling the creation of dashboards directly from live HubSpot data within Grafana, all without the need for data replication to a native database. As you build visualizations, Grafana generates SQL queries to gather data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to HubSpot. This leverages server-side processing to swiftly deliver 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


Configure HubSpot Connectivity for Grafana

Connectivity to HubSpot from Grafana is made possible through CData Connect AI. To work with HubSpot data from Grafana, 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

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to HubSpot data from Grafana.

Visualize Live HubSpot Data in Grafana

To establish a connection from Grafana to the CData Connect AI Virtual SQL Server API, follow these steps.

  1. If you have not already done so, download and install Grafana for your operating system from the Grafana Website. Once installed, access Grafana at http://localhost:3000/.
  2. Log in to Grafana with your username and password for Grafana. If this is your first time logging in, the username is admin and the password is admin.
  3. On the navigation menu, click Sources > Add new connection. On this page, you can search for Microsoft SQL Server and select it as your data source. 👁 Adding a new Connection in Grafana
  4. Select Microsoft SQL Server and click Add new data source. 👁 Adding a new Connection in Grafana
  5. Enter a name for the new data source and then enter the following connection settings:
  6. Click Save & Test. A Database Connect OK message appears when you have a successful connection established.

Create a Dashboard

Once you create the data source for HubSpot, you can start building dashboards on HubSpot data. Start in the navigation menu and click Dashboards

  1. On the Dashboards page, click + Create dashboard, then click + Add visualization.
  2. This opens the Select data source window where you can select your created connection. 👁 Select your connection. (Salesforce shown)
  3. After selecting your connection, you can choose the tables and columns that you want to query for your visualization. Then press Run Query to run the generated query. 👁 Select the tables and columns you want to query. (Salesforce shown)
  4. After running your query, the resulting data is populated above the query editor. Here you can select the visualization that you want to use to present your data on the dashboard panel. 👁 Visualize your queried data. (Salesforce shown)
  5. When you have finished editing your panel, you can click Save dashboard to save the changes made to your Dashboard.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!