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⇱ Integrate HubSpot Data into Automated Tasks with Power Automate

Integrate HubSpot Data into Automated Tasks with Power Automate

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to HubSpot data and integrate live HubSpot data into your Power Automate tasks.

Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect AI, you get instant, cloud-to-cloud access to HubSpot data for visualizations, dashboards, and more. This article shows how to connect to Connect AI from Power Automate and integrate live HubSpot data into your workflows and tasks.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for HubSpot, allowing you to easily integrate with live HubSpot data in Power Automate — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to HubSpot, leveraging server-side processing to quickly return 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 Power Automate

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

Connecting to CData Connect AI

To use Connect AI to integrate HubSpot data into your Power Automate tasks, you need a new SQL Server connection:

  1. Log in to Power Automate
  2. Click Data -> Connections -> New connection
  3. Select SQL Server 👁 Creating a new SQL Server Connection
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to tds.cdata.com,14333
    • Set SQL database name to the name of the HubSpot connection (e.g. HubSpot1)
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    • Click Create 👁 Connecting to Connect AI

Integrating HubSpot Data into Power Automate Tasks

With the connection to Connect AI configured, you are ready to integrate live HubSpot data into your Power Automate tasks.

  1. Log in to Power Automate
  2. Click My flows -> New flow and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect AI connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc) 👁 Getting HubSpot "Rows"
  5. Configure any actions to follow and test, then save the flow

SQL Access to HubSpot Data from Cloud Applications

Now you have a direct connection to live HubSpot data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating HubSpot data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.

Related Power Automate Articles

This article explains how to use CData Connect AI with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop: