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How to integrate HubSpot with Plecto

  1. Go to Data management > Data sources > + New data source > HubSpot.

  2. Click Next and log in to your HubSpot account.

  3. Click Grant access to give Plecto permission to access your HubSpot data.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Import data directly from HubSpot and create real-time dashboards and reports for your CRM KPIs.

Find the list of data sources under Data management > Data sources. Currently, you can import the following data from HubSpot:

  • Calls

  • Contacts

  • Companies

  • Custom Data Types

  • Deals

  • Emails

  • Notes

  • Marketing Emails

  • Meetings

  • Tasks

  • Tickets

How to find Pipeline ID in Tickets

When we import Tickets, we import a field called Pipeline. This field only shows the ID of the pipeline, and if you want to know which pipeline it represents, you have to look in HubSpot.

Knowing the name of the pipeline can help you filter your data by the correct ID in Plecto (for example, when building formulas or creating KPIs on dashboards).

Here's how to find the Pipeline ID in HubSpot
  1. Open HubSpot, click on your account in the top-right and open Profile & Preferences.

  2. Navigate to Data Management > Objects > Tickets and open the Pipelines tab.

  3. Select the pipeline of which you'd like to see the ID.

  4. Click on the </> icon next to the pipeline name to see the ID.

Registration deletion and updating

Plecto uses webhooks to delete registrations in Contacts, Companies, Deals and to update registrations in Contacts, Companies.

We also support deleting registrations in Tickets, but this action happens with each automatic import and is not related to webhooks.