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HubSpot connection guide

Follow these steps to connect your HubSpot data to Supermetrics and use your data in any of our data destinations — Google Sheets, Looker Studio, Excel, and data warehouses, as well as the Supermetrics API. You can also connect to data sources from the Supermetrics Hub.


You can share your data source connection with your team and use the connection across all data destinations you use with Supermetrics. Learn more about shared connections.


Before you begin

To connect, you'll need a HubSpot account with either of these user roles:

  • Admin 
  • Super Admin or Owner (full access)

Learn more about user roles in HubSpot's documentation.


Instructions

Google Sheets

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch sidebar to open Supermetrics.
  3. Click Create new query.
  4. Under Data source, select HubSpot.
  5. Choose to make this connection shared or private.
  6. Click Start.
  7. Enter your email and password, and click Log in.
  8. Click Allow, and then choose an account.
  9. Click Grant access.

If you see a message reading "Request for integration permissions", your account doesn't have the permissions it needs to connect to Supermetrics. Contact your HubSpot administrator for help.


Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Looker Studio

Make sure you've connected Supermetrics to Looker Studio before following the steps below.

  1. Open the Supermetrics Looker Studio data source gallery.
  2. Navigate to Hubspot and click Start free trial.
  3. You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
  4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "HubSpot requires authorization to connect to data").
  5. Select a team that has access to the account you want to connect.
  6. Choose to make this connection shared or private.
  7. Click Start.
  8. Enter your email and password, and click Log in.
  9. Click Allow, and then choose an account.
  10. Click Grant access.
  11. Scroll down to the bottom of the page. To create a report with our template, select Use report template for new reports. To create a blank report, deselect this option.
  12. In the pane's top right, click Connect.
  13. Click Create report.
  14. Click Add to report.

If you see a message reading "Request for integration permissions", your account doesn't have the permissions it needs to connect to Supermetrics. Contact your HubSpot administrator for help.


Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Excel

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open an Excel file.
  2. Click DataShow Supermetrics.
  3. Under Data source, select HubSpot.
  4. Choose to make this connection shared or private.
  5. Click Start.
  6. Enter your email and password, and click Log in.
  7. Click Allow, and then choose an account.
  8. Click Grant access.

If you see a message reading "Request for integration permissions", your account doesn't have the permissions it needs to connect to Supermetrics. Contact your HubSpot administrator for help.


Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Data warehouse

Follow these instructions to set up a transfer with Supermetrics for BigQuery (marketplace). See the instructions below for other data warehouse destinations.


Set up transfer for BigQuery (marketplace)

Make sure you've enrolled the data source before you connect.

  1. Log in to the Google Cloud Platform.
  2. Navigate to BigQueryData transfers.
  3. Click + Create transfer.
  4. Select the HubSpot data source.
  5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
  6. Under Third-party connection, click Connect source.
  7. Accept the agreement.
  8. Click Authorize with HubSpot.
  9. Enter your email and password, and click Log in.
  10. Click Allow, and then choose an account.
  11. Click Grant access.
  12. Define the transfer settings.
  13. Click Submit.
  14. Click Save.

If you see a message reading "Request for integration permissions", your account doesn't have the permissions it needs to connect to Supermetrics. Contact your HubSpot administrator for help.


Set up data warehouse transfer on the Supermetrics Hub

Make sure you've set up a data warehouse destination before you connect.

  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, under Export, go to Data warehousingTransfers.
  3. Click Create new.
  4. Select the HubSpot data source, and click OK.
  5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
  6. In the Connections section, click Add new connection.
  7. Enter your email and password, and click Log in.
  8. Click Allow, and then choose an account.
  9. Click Grant access.
  10. Click Create transfer.

If you see a message reading "Request for integration permissions", your account doesn't have the permissions it needs to connect to Supermetrics. Contact your HubSpot administrator for help.

The Supermetrics API
  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, under Transform, click Query Manager (API).
  3. Select for Supermetrics API from the dropdown menu next to the page title.
  4. Click Select data source.
  5. Select the HubSpot data source.
  6. Enter your email and password, and click Log in.
  7. Click Allow, and then choose an account.
  8. Click Grant access.
  9. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
  10. Click Run to test your query.

If you see a message reading "Request for integration permissions", your account doesn't have the permissions it needs to connect to Supermetrics. Contact your HubSpot administrator for help.

Supermetrics Hub
  1. Log in to the Supermetrics Hub.
  2. In the left-side menu, select ConnectData sources.
  3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
  4. Hover over the HubSpot data source, and click Connect.
  5. Enter your email and password, and click Log in.
  6. Click Allow, and then choose an account.
  7. Click Grant access.

If you see a message reading "Request for integration permissions", your account doesn't have the permissions it needs to connect to Supermetrics. Contact your HubSpot administrator for help.


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