Contents
- Connect
- Explore and Combine
- Activate
- Metadata
- Manage and disconnect your connection to HubSpot
- Need further help
Connect
In this guide, we will show you how to connect HubSpot to Peliqan to get you started.- Log into Peliqan. If you do not have an account, you can start a free trial now.
- Navigate to ‘Add Connection’ in the Peliqan Dashboard.
- Choose ‘Add New’ in the Connection page and select ‘HubSpot’.
- Select ‘Connect HubSpot’ to kick off the Oauth connection flow. You can provide a specific name and assign a group of choice for this connector.
- Follow the OAuth flow to connect HubSpot.
- Once connected you should see the ‘HubSpot’ connection in your Connection page.
Explore and Combine
Once you’ve connected your HubSpot account, your data will be synced automatically to Peliqan. Peliqan will create one table per supported object type and they will appear as tables in the ‘Explore’ tab. Go to the ‘Explore’ tab and select the ‘HubSpot’ database to find your data.- Contacts
- Companies
- Deals
- Contact_lists
- Explore your HubSpot data easily in a grid view. See “Working with data in the grid view” of the Peliqan documentation section to understand all possibilities.
- Enrich and join your HubSpot data through out-of-the-box formula’s and SQL or Python powered scrips. See the “Joining data” section of the Peliqan documentation to understand all possibilities.
- Clean your data e.g. standardise country code or telephone numbers.
- Build a Customer360 view by combining HubSpot data with other CRM, Marketing, ERP or any other System.
- Enrich your HubSpot contacts or companies with Machine Learning models for e.g. churn predication
Activate
In the ‘Build’ tab of the Peliqan platform you can write your own Python Scripts to activate your data. Example use cases for HubSpot:- Export the enriched contact or company data back to HubSpot or any other platform.
- Alert your Sales team if anomalies are found in your CRM data.
- Feed your support team with combined Customer360 information when they work on a support case.
Metadata
Run the below custom pipeline in Peliqan, to retieve all properties from Hubspot of type “Select” with their options (including standard and custom properties in Hubspot).Click to expand script
Click to expand script
