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HubSpot connector

Connect your Symon.AI and HubSpot accounts to import your data.

Note

Ensure that you use your HubSpot superuser account. This superuser account saves HubSpots permissions. Any Symon.AI user using this account can access HubSpot. The user does not need a personal HubSpot account.

  1. In Symon.AI navigate to the Data tab.

  2. Click Import Data and select HubSpot from the list of third-party sources.

  3. If you are not already logged into HubSpot you will be prompted to log in.

  4. Once you are logged in, Symon.AI will ask you which HubSpot account you would like it to connect to. Select the account, and then click Choose Account.

  5. You will be redirected to an app approval page, where you must select Connect App in order to connect Symon.AI to HubSpot.

You will now be able to use HubSpot as a third party source for data imports.

Importing Data from HubSpot

Once you've connected Symon.AI and HubSpot, you can begin importing data from HubSpot.

  1. Within Symon.AI's Data tab, select Import Data.

  2. Select HubSpot, found under the third party sources.

  3. Select the HubSpot connection you wish to pull data from.

  4. Select the start date, click Next.

  5. Select the data sets you would like to import, click Next.

  6. Choose the columns you would like to import, select whether you would like to hide of obfuscate the values for the columns. Click Next.

  7. Review the data for import, click Import to complete the import.

  8. The imported HubSpot data will be visible on your My Data page.