HubSpot connector · CRM & Marketing
HubSpot connector
The DigiData HubSpot connector links CRM deals, pipelines, contacts and marketing activities with your financial ERP data for a complete 360-degree customer view.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect HubSpot to DigiData?
The DigiData HubSpot connector seamlessly unites marketing and sales metrics with operational and financial records. Synchronize HubSpot deals, contacts, company hierarchies, marketing funnels and ticket data into DigiData. Calculate reliable Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC) by linking closed deals to actual ledger revenues in Exact Online or Twinfield.
Connecting HubSpot to Power BI in short
The HubSpot connector is under development and synchronizes supported tables such as Deals and Pipelines, Contacts and Leads, Companies and Engagements and Activities. DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Conditions
Availability, setup and conditions
- Availability
- Status: Under development. The connector provides the entities listed on this page under "Available data".
- Setup
- Add HubSpot in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Automatic synchronization based on the integration schedule. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- Secure OAuth2 authentication with HubSpot
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in HubSpot. DigiData supplies source data via OData and CSV; you set up relationships, measures and dashboards in the reporting tool.
- Price and trial period
- Platform costs plus an amount per active integration, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the HubSpot link?
An overview of what DigiData does with your HubSpot data:
Which data
Available HubSpot data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with HubSpot data?
End-to-end sales funnel reporting from lead to paid invoice
Account-Based Marketing (ABM) performance dashboards
Conversion rate benchmarking by sales rep and marketing source
Automated deal alerts inside Slack and Microsoft Teams
How it works
How does the HubSpot link work?
Connect HubSpot
Link your HubSpot account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
HubSpot in Power BI
Visualize your complete customer journey in Power BI or built-in DigiData AI dashboards: from first marketing touchpoint to final invoice payment.
Frequently asked questions
Questions about the HubSpot integration
How do I connect HubSpot to Power BI?
With DigiData you automatically synchronize HubSpot data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a HubSpot API connection yourself.
How often is HubSpot data refreshed?
DigiData synchronizes HubSpot according to your integration schedule. The exact frequency and availability of new records depend on your settings and the source API.
What does the HubSpot connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which HubSpot hubs are supported?
The connector is designed to support HubSpot Sales Hub, Marketing Hub and Service Hub data.
Can I connect HubSpot with my accounting software?
Yes. DigiData's primary strength is connecting HubSpot CRM records directly with invoices and revenue from Exact Online, Twinfield or Yuki.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place HubSpot next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect HubSpot to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
