Before you connect
The following are required:- A HubSpot account with access to the target portal.
- Permission to authorize third-party apps in that portal.
- A list of the HubSpot object types and properties to import — one report type per data source (contacts, companies, Deals, Emails, or Marketing_emails), and the properties that belong to it.
Connect HubSpot
1
Authorize a HubSpot account
On the Data Sources page, search for HubSpot and select it. Sign in to HubSpot in the pop-up, then choose which account to connect and grant access to it.
2
Configure the data source
On the data source settings, fill in the three required fields:
- Name: an identifiable name for the data source.
- Report Type: choose one of contacts, companies, Deals, Emails, or Marketing_emails.
- Properties: the properties that correspond to the selected report type. A single data source is limited to 90 properties.
3
Submit
Click Submit to complete the connection. Initial data availability can take up to one business day.
What gets imported
The connector imports the selected HubSpot objects and their chosen properties for the authorized portal. Standard CRM metrics — new contacts, total contacts, new companies, new deals, deal amount, closed-won deals, and closed-won amount — and marketing-email engagement — sends, opens, clicks, bounces, and unsubscribes — are exposed alongside pipeline, deal stage, lifecycle stage, owner, and HubSpot source attribution. For the complete list of metrics, breakdowns, and limits, see the HubSpot data reference.Troubleshooting
HubSpot Deals data is missing from the connection
HubSpot Deals data is missing from the connection
The HubSpot and HubSpot Deals connectors register as separate applications with HubSpot. Sales-pipeline analytics live behind the HubSpot Deals scopes and require their own authorization. Add a HubSpot Deals data source to surface deal-pipeline metrics.
A newly added custom property is not available in widgets
A newly added custom property is not available in widgets
Contact, company, and deal properties follow a selected-properties model: only properties chosen at data source creation are imported. Edit the data source to include the new property, then wait for the next sync for it to populate.
Lifecycle-stage history is not shown
Lifecycle-stage history is not shown
The lifecycle-stage breakdown reflects each contact’s current stage. Stage-change history is not retained, so funnel widgets show contacts by their present stage rather than a time series of transitions.
Related
HubSpot data reference
Metrics, breakdowns, and limits for HubSpot.
HubSpot FAQs
Common questions and expected behaviors for the HubSpot data source.
How to connect HubSpot Deals
Connect sales-pipeline and deal-stage analytics.
