CData Connect AI, enables you to access HubSpot data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce Mobile App. In this article, you will use CData Connect AI and Salesforce Connect to access external HubSpot objects alongside standard Salesforce objects.
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 Salesforce
To work with live HubSpot data in Salesforce Connect, 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 Salesforce Connect
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 Salesforce Connect.
Connect to HubSpot Data as an External Data Sources
Follow the steps below to connect to the feed produced by Connect AI.
- Log into Salesforce and click Setup -> Integrations -> External Data Sources.
- Click Now External Data Sources.
- Enter values for the following properties:
- External Data Sources: Enter a label to be used in list views and reports.
- Name: Enter a unique identifier.
- Type: Select the option "Salesforce Connect: OData 4.0".
- URL: Enter the URL to the OData endpoint of Connect AI: https://cloud.cdata.com/api/odata/{workspace_name}
- Select the Writable External Objects option.
- Select JSON in the Format menu.
- In the Authentication section, set the following properties:
- Identity Type: If all members of your organization will use the same credentials to access Connect AI, select "Named Principal".
If the members of your organization will connect with their own credentials, select "Per User".
- Authentication Protocol: Select Password Authentication to use basic authentication.
- Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
- Username: Enter a CData Connect AI username (e.g. [email protected]).
- Password: Enter the user's PAT.
👁 Configuration settings for the data source (NetSuite is shown)
Synchronize HubSpot Objects
After you have created the external data source, follow the steps below to create HubSpot external objects that reflect any changes in the data source. You will synchronize the definitions for the HubSpot external objects with the definitions for HubSpot tables.
- Click the link for the external data source you created.
- Click Validate and Scan.
- Select the HubSpot tables you want to work with as external objects.
👁 Select external objects (NetSuite is shown)
Access HubSpot Data as Salesforce Objects
After adding HubSpot data as an external data source and syncing HubSpot tables as external objects, you can use the external HubSpot objects just as you would standard Salesforce objects.
Simplified Access to HubSpot Data from Cloud Applications
At this point, you have a direct, cloud-to-cloud connection to live HubSpot data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Salesforce, refer to our Connect AI page.
