Create Reports by Connecting HubSpot to Tableau

Introduction

HubSpot offers a full stack of software for marketing, sales, and customer service with a completely free CRM (Customer Relationship Management) at its core.  They’re powerful alone, but even better when used together.  HubSpot's all-in-one marketing, sales, and service platform is built to help you implement inbound growth.  It’s all powered by the same database, so everyone in your organization – Marketing, Sales, Services & IT – is working off the same system of record. 

HubSpot offers access to this system of record via APIs.  However, APIs are notoriously difficult to use within SQL-enabled tools used for data integration, business intelligence or analytics.  Progress DataDirect’s HubSpot JDBC driver will enable you to unlock this data to be used seamlessly with any SQL-enabled tool.

Download and Install the Progress DataDirect HubSpot JDBC Driver

  • Download the Progress DataDirect HubSpot JDBC connector.
  • Installing the Driver
    • If you are on Windows, extract the PROGRESS_DATADIRECT_JDBC_HUBSPOT_6.0.0_WIN.zip and run the PROGRESS_DATADIRECT_JDBC_INSTALL.exe to install the JDBC driver.
    • If you are on Linux, extract the PROGRESS_DATADIRECT_JDBC_HUBSPOT_6.0.0.zip and run the PROGRESS_DATADIRECT_JDBC_INSTALL.jar to start the installation.
  • After you have completed the installation, you can find the Progress DataDirect HubSpot JDBC connector.
    • On Windows, you will find it at C:\Program Files\Progress\DataDirect\JDBC_60\lib\hubspot.jar
    • On Linux, you will find it at /home//Progress/DataDirect/JDBC_60/lib/hubspot.jar

Configure Connection to HubSpot Using the Configuration Manager

  • The Progress DataDirect HubSpot JDBC connector comes with a JDBC Configuration Manager that helps you easily configure the connection to your HubSpot instance.
  • To Launch the HubSpot JDBC Configuration Manager, double click the hubspot.jar or run using java -jar hubspot.jar
  • You should now see the below configuration manager launched in your browser.

  • HS1
  • Choose the Authentication Method you want to use from the drop down. The HubSpot driver currently supports “OAuth2” and “URLParameter” authentication using an API key. Select “URLParameter” and enter your API key to the “API Key” textbox.

  • HS2
  • Click on “Test Connect”. Now you should see the list of tables exposed by the Progress DataDirect HubSpot JDBC driver.

  • HS3
  • Here you will be able to write some ad hoc SQL queries to better understand the HubSpot data model. The configuration manager creates a JDBC connection string dynamically based upon the properties defined. You can copy the JDBC connection string so that you can start using the Progress DataDirect HubSpot JDBC driver with other applications or in your programs.

Connecting Tableau to HubSpot

Below you will find an example of using the Progress DataDirect HubSpot driver with Tableau. Keep in mind that the HubSpot driver can be used with any JDBC or ODBC-compliant application.

  • To get started, copy hubspot.jar from the Progress install location to Tableau’s driver location
    • For Windows: copy hubspot.jar to C:\Program Files\Tableau\Drivers
    • For Mac: copy hubspot.jar to ~/Library/Tableau/Drivers
  • Open Tableau and create a new data source
    • Select “Other Databases (JDBC)”, copy and paste the JDBC connection string created above using the Progress DataDirect Configuration Manager into the “URL” textbox
    • Click “Sign In”, which will have the driver connect to HubSpot, normalize the API data from all supported endpoints and Tableau will then display the relevant metadata (below). The image below shows the “HUBSPOT” schema which contains tables for blogs, campaigns, contacts, deals, engagements and so on.
      HS4
  • Creating reports is easy in Tableau once you’re able to access the data that is important to you. Below is a report that displays the sum of all deals per quarter from the DEALS_V3 table.

  • HS5 

Conclusion

We hope this tutorial helped you to get started with the Progress DataDirect HubSpot JDBC connector and connect to your data in HubSpot. Feel free to contact us if you have any questions about using the driver and we will be happy to help you.
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Create Reports by Connecting HubSpot to Tableau

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