HubSpot is a CRM, sales automation, and marketing automation platform that integrates with dozens of popular business software applications. Many companies use HubSpot to automate their marketing and sales pipelines.
With Pecan’s HubSpot connector, you can bring your business data from HubSpot into the platform and use it to train predictive models and generate predictions with existing models.
Under the hood, Pecan utilizes HubSpot API in order to import HubSpot CRM objects into Pecan.
Supported objects
Pecan’s HubSpot connector supports the following objects:
Contacts Deals Companies Owners Tickets LineItems Products Quotes Calls Emails Meetings Notes PostalMail Tasks
Prerequisite steps
HubSpot admin is required to set up this connection.
How to configure a HubSpot connection
Log in to Pecan, select the “Connections” tab, and click Add connection.
Select “HubSpot”.
Enter a connection name. This will be used later to access the imported tables.
Click “Authenticate using your HubSpot account”
On the shown popup, choose your account and review the required permissions. Finally, click “Connect app”.
That’s it! You may click “Test” to ensure everything is working properly or go ahead and click “Create” to continue.
How objects are imported into Pecan
Object property names are converted to property_*
For example, create_date will be shown as property_create_dateHubSpot objects are related to each other in many-to-many relationships.
Pecan provides these relationships as association tables. For example, the relationship between the company and contact objects is described in the contact_company table.
You can use the association tables to join different HubSpot objects.
More information on the relationships between HubSpot objects can be found in this HubSpot article.
Supported import methods
For HubSpot connections, only the full table import method is supported.