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

⇱ Query, Visualize, and Share live HubSpot Data in Redash

Query, Visualize, and Share live HubSpot Data in Redash

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to live HubSpot data in Redash for querying, visualizing, and sharing.

Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect AI, Redash gets access to live HubSpot data. This article demonstrates how to connect to HubSpot using Connect AI and work with live HubSpot data in Redash.

CData Connect AI provides a pure SQL Server interface for HubSpot, allowing you to query data from HubSpot without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to HubSpot, leveraging server-side processing to return the requested HubSpot data quickly.

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 Redash

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

Connect to HubSpot from Redash using Connect AI

To establish a connection from Redash to CData Connect AI using the Virtual SQL Server, follow these steps:

  1. Log into Redash.
  2. Click the settings widget on the top right.
  3. Click New Data Source.
  4. Select Microsoft SQL Server as the Data Source Type.
  5. On the configuration tab, set the following properties:
    • Database Name: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, Salesforce1).
    • Server: enter the virtual SQL Server host name (tds.cdata.com)
    • User: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
    • Port: enter 14333
    👁 Configuring the connection to Connect AI from Redash.
  6. Click Create.
  7. Click Test Connection to ensure that the connection is configured properly.

You can now work with live HubSpot data in Redash.

Get CData Connect AI

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