hubspot sharepoint

HubSpot data to SharePoint 1.0.0

SharePoint HubSpot Microsoft

This integration seamlessly links HubSpot with SharePoint using Microsoft Graph, specializing in the transfer of object data from HubSpot to SharePoint in the form of either zipped CSV files or individual CSV files. The process initiates with the extraction of relevant information associated with HubSpot objects, such as contacts, deals, companies, or other objects.

Setup Guide

This integration will establish a connection between HubSpot and Microsoft Graph and pull the data from each HubSpot object specified in the Object List parameter. The integration will then generate a CSV file for each object and send all files to your SharePoint instance. If the parameter Compression is set to true, all CSV files will be compressed and loaded as zip files to the SharePoint instance. The loaded file will be named Object_currentDate.

To run this integration and connect HubSpot to SharePoint, you need to configure the parameters that are mentioned below.

HubSpot

  • Token File Required. Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here regarding how to generate the token file.
  • Batch Size Required. The default is set to 200.
  • Object List Required. This parameter accepts comma-separated values if you want to pull data from multiple HubSpot objects (e.g.) Contact, Deal, etc.
  • Query Parameter Optional. Multiple query parameters are separated by a new line.
  • Compression Optional. The default is set to True.

Microsoft Graph

  • Server Host Required. The default is set to https://graph.microsoft.com/v1.0/sites/root when connecting to the default SharePoint instance. Set to https://graph.microsoft.com/v1.0/sites/ when connecting to a specific SharePoint instance.
  • Token File Select the Rest Token file from the drop-down list. Review the KB-Article mentioned here on how to generate the token file.
  • Destination Folder Required. Specify the path to the destination folder, ending with a trailing slash.

Current Available HubSpot Objects that can be used to pull data from.

Contact Contact List Form Workflow Company Association Deal Engagement Owner Timeline Event Type (Specify parameter applicationId for this object) Subscriptions Timeline Email Campaign Email Event Calendar Event Content Event Social Event Calendar Task Blog Blog Post Blog Comment Blog Author Blog Topic Domain Folder Layout Page Site Map Template URL Mapping Keyword Publishing Channel Broadcast Message Analytics (Specify parameter category for this object) Analytics Session Ticket Product Line Item Marketing Email

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