Version 23.4.8843

• Establish a Connection
• More Information

You can use the HubSpot connector from the CData Sync application to capture data from HubSpot and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from HubSpot, you first must establish a connection to HubSpot. Follow these steps to connect HubSpot to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the HubSpot row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • Auth Scheme - Select the authentication scheme that you want to use. OAuth is the default setting.

   • Schema - Select the HubSpot API version to use. The default value is the latest version of the API.

6. Click Connect to HubSpot to connect to your HubSpot account.

7. Click Create & Test to create the connection.

8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and HubSpot, see HubSpot Connector for CData Sync.