How to integrate HubSpot with Sapho version 3.9 or greater
Category: Integration Setup
This tutorial assumes that:
- you are logged in Sapho Builder (Admin)
- you have started Add HubSpot Integration or Add HubSpot Micro App wizard
- you are on “What is the connection information?” screen.
Step 1: Enter the maximum number of connections
The Max Number of Connections input is used to set how many parallel threads the integration should use to speed up a load of data.
For now, we advise to always set the number of parallel connections to 1, otherwise, HubSpot would complain that is queried “too much at once” (they have a limit for the number of requests per second coming from one source) and the integration will be prevented from importing all the data.
Unfortunately, setting the number of parallel connection to 1 slows a lot the data import (it might take up to 30 minutes for HubSpot portals with large amounts of data). In the future, HubSpot may be able to afford a better hardware or bandwidth, so it will be possible to raise the maximum number of connections (for example, to 10).
Step 2: Log in with your HubSpot account
Click on LOGIN WITH YOUR HUBSPOT ACCOUNT button.
You will be redirected to HubSpot. Enter your credentials. Please note that you have to log in with a HubSpot account that has the user role Marketer to successfully import data.
Click Log in.
On the next page, you’ll be able to choose from which HubSpot portal (if you have more) you would like to import data. Choose the portal by clicking on it.
You will be redirected back to Sapho. If the authorization was successful, you will be able to proceed by clicking Next.
If the authorization was unsuccessful, contact your HubSpot administrator to make sure that your account has the user role Marketer. If the authorization still fails, contact your Sapho administrator.
Step 3: Select the business entities you would like to sync with Sapho
By default, all entities are selected. You can unselect any entity that is not of interest. However, be careful, this might break the template micro apps for the HubSpot integration.
Step 4: Set the synchronization schedule of the integration
Every time the integration updates itself, it will sync any data changes from HubSpot. You can change this setting later by editing the HubSpot integration and going to the Integration Details page.
Step 5: Finish the creation of the integration
If you are in Add HubSpot integration wizard, hit Done. At this point, the integration will be created in Sapho.
If you are in Add HubSpot Micro App wizard, hit Next. You will be able to choose whether you would like to create a predefined micro app (a set of template micro apps for HubSpot that you can modify later) OR an empty micro app (a micro app with no pages that you can build from scratch).
Click Done. At this point, the micro apps will be created along with the integration.
Step 6: Wait for Sapho to sync with HubSpot
It might take a while to load data from HubSpot. Expect up to 30 minutes for HubSpot portals with a lot of data. While this happens, there is going to be a spinner inline with the integration on the Integrations page.
When the integration will finish to load data, there is going to be the usual Run button. By hovering on its icon, you can also check if the synchronization was successful or it had errors.
If the run was unsuccessful, you can get more detailed information by clicking on the Event log button (4th icon) in the Actions column.
Once you have created a dedicated account in HubSpot and set up the integration in Sapho using that account, you will be able to ensure transparency in your audit logs.