HubSpot is a full platform of marketing, sales, customer service, and CRM software.
Kloudio offers users an easy way to leverage Kloudio's reporting with a Hubspot integration that compiles deals, contacts and campaign metrics in record time.
The following article will help you get started:
- Create a Hubspot connection on Kloudio
- Setup your connection settings
- Start creating reports
STEP 1: Create a Hubspot connection
Go to Kloudio Connections and Click the button to create a New Connection.
You will see the below screen. Click the Setup button under the Hubspot icon.
Enter your Hubspot login information and proceed to Step 2.
STEP 2: Setup Hubspot sync settings
Now it's time to setup your Hubspot data sync settings.
This will enable you to sync your Hubspot data (including deals, contacts, marketing campaigns) to a database of your choice.
Kloudio will do this on your behalf by invoking Hubspot APIs as per your configured sync frequency.
a) Connection name
b) Choose an existing database connection: This is where Kloudio will sync your Hubspot data. Once it's synced, it will be available for creating Kloudio reports in builder or SQL mode.
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloudio's data warehouse in case you don't have any data warehouse to sync your data to.
e) Select a Hubspot account under "Data Options".
f) Click Save & Sync.
By now the sync should start running. You will get a confirmation once it's completed running.
STEP 3: Create Kloudio reports from your Hubspot connection
Once the Hubspot connection is created and synced as per steps 1 and 2 above, you can create reports from customer conversations, user profiles, user segments and additional metrics.
Please ensure you select the connection and schema as used in the Hubspot connection settings from Step 2.
Feel free to chat with us or drop an email in case you have any questions related to this integration.