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Analyze HubSpot Data in Infragistics Reveal
Use CData Connect Cloud to create on OData API on top of HubSpot data and visualize live HubSpot data in Infragistics Reveal.
Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including HubSpot data. In this article, we will guide you through the process of connecting to HubSpot via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.
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 Infragistics Reveal
To work with live HubSpot data in Infragistics Reveal, we need to connect to HubSpot from Connect Cloud, provide user access to the connection, and create a Workspace for the HubSpot data.
Connect to HubSpot from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "HubSpot" from the Add Connection panel
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HubSpot uses OAuth to authenticate. Click "Sign in" to authenticate with HubSpot.
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Navigate to the Permissions tab in the Add HubSpot Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud 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 Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- 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.
- 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 Infragistics Reveal
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).
- Click Add to add new assets to the Workspace.
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Select the HubSpot connection (e.g. HubSpot1) and click Next.
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Select the table(s) you wish to work with and click Confirm.
- 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 Infragistics Reveal.
Create a Dashboard in Reveal
With Connect Cloud configured, we can visualize HubSpot data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Sources -> OData Feed
- Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name}
- Select Generic Credentials and
- Set Username to a Connect Cloud username (e.g. [email protected])
- Set Password to the PAT for the user
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live HubSpot data. For more information on creating OData feeds from HubSpot (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live HubSpot data in tools that consume OData APIs.
