Akorbi Digital RunMyProcess makes it easy to create applications for complex business applications, such as budget application and contract management. CData Connect AI creates a live connection to HubSpot and can be used to generate an OData API (natively supported in RunMyProcess) for HubSpot. By pairing RunMyProcess with CData Connect AI, you get true cloud-to-cloud connectivity to all your SaaS and cloud-based Big Data and NoSQL sources - no need to migrate your data or write your own integrations. Simply connect to Connect AI from RunMyProcess as you would any other REST service and get instant, live access to your HubSpot data.
In this article, we walk through connecting to HubSpot from CData Connect AI and accessing HubSpot data through an OData feed in RunMyProcess.
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
Connect to HubSpot from RunMyProcess
To work with live HubSpot data in RunMyProcess, we need to connect to HubSpot from Connect AI, provide user access to
the connection, and create a Workspace for the HubSpot data.
Connect to HubSpot from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
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Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "HubSpot" from the Add Connection panel
👁 Selecting a data source
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HubSpot uses OAuth to authenticate. Click "Sign in" to authenticate with HubSpot.
👁 Authenticating with OAuth (Salesforce is shown).
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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.
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Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
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On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
👁 Creating a new PAT
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The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure HubSpot Endpoints for RunMyProcess
After connecting to HubSpot, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
👁 The Workspaces page.
👁 Adding a new Workspace.
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Click Add to add new assets to the Workspace.
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Select the HubSpot connection (e.g. HubSpot1) and click Next.
👁 Selecting an Asset (Salesforce is shown).
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Select the table(s) you wish to work with and click Confirm.
👁 Selecting Tables (Salesforce is shown).
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Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to HubSpot data from RunMyProcess.
Retrieve HubSpot Data from RunMyProcess DigitalSuite Studio
With the connection to HubSpot and OData endpoints created, we are ready to add HubSpot data to RunMyProcess for Retrieval.
Create a Provider
- Log into RunMyProcess and open DigitalSuite Studio.
- Click Resources to bring up the Resources page, then select then the CONNECTORS tab.
👁 Connectors page
- Click the + (New Provider) button to create a new provider, choose the account to use, then click Confirm.
👁 Create a new provider
- In the provider settings page, configure the following properties.
- URL: Set the OData endpoint in the Connect AI OData page: https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication Schema: Select Login/Password.
- Login: Specify a CData Connect AI username (e.g. [email protected]).
- Password: Specify the PAT of the Connect AI user.
👁 Selecting a connector
- Fill in the same properties in the ACCEPTANCE and TEST tabs. Note: You can copy the configured settings by clicking 'Copy this configuration button,' then pasting the content in the new tab by clicking 'Paste previously copied configuration.'
- Click Save to save the properties.
Retrieve HubSpot Data by Creating a Connector
- In the CONNECTORS tab, click the button with three dots to create the provider, then select Add connector from the menu.
- In the following page, set Connector URL to the OData endpoint configured in Connect AI (e.g. https://cloud.cdata.com/api/odata/{workspace_name})
👁 Connector settings page
- Click Save then Launch to test the connector execution. Click Launch test to execute. The process is successful if you get the JSON response of your configured table information.
👁 Execution test page
More Information & Free Trial
Now, you have created a provider and connector to retrieve HubSpot data. For more information on creating OData feeds from HubSpot (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live HubSpot data in RunMyProcess.
