Hubspot integration

Modified on Thu, 14 Mar at 7:31 AM

Follow these steps to connect to your Hubspot Data Source for PrediktAI and use your imported data in any of our dashboards and reports.


Before you begin

To connect, you need:

  • An active Hubspot instance
  • Access to your organisation's data (Administrator permissions)


Instructions

  1. Connect to your PrediktAI account
  2. Open the Integrations page
  3. Click on the "Add integration button"
  4. Select the Hubspot integration from the dropdown menu (you can start typing in the field for faster access)
  5. Click on the "Next" button
  6. Review the integration information
  7. Click on the "Next" button
  8. You will be redirected to your Hubspot account OAUTH screen
    1. Optionally, authenticate with your Hubspot credentials if you're not already logged in
    2. Optionally, select the Hubspot account to connect if you have more than one
  9. Click on the "Next" button
  10. After up to 10 minutes, your dashboards and reports data will automatically be updated with the provided values.



Important 

  • In case of conflict, data from other data sources will have precedence over the Google Sheet data.
  • This connection request the following permissions:
    • OAuth (required)
    • Automation
    • Business intelligence
    • Contacts (required)
    • Content
    • E-commerce
    • Forms
    • Sales email read
    • Social
    • Tickets


Note: A Super Admin may need to authorize the application first in order to get the "Content" scope

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