The Bold BI dashboard designer supports connecting the HubSpot web services through REST API.
To configure the HubSpot data source, follow these steps:
Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the HubSpot connection in the connection panel.
NOTE: You can also create a data source from the home page by clicking the Data Sources menu from the left menu panel and Create Data Source from the data sources page.
Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow these steps to create a HubSpot data source.
You can also edit the connection information set using the Edit Connection option.
|Max Rows||Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.|
|Refresh Settings||Period of time before the next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date.|
Replace it in the URL to query particular conversations:
For more information on the API endpoints available for this data source, refer to their official API Documentation
Click the Preview & Connect to connect with the configurations set.
The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from the HubSpot Rest API request. This dialog displays a list of schemas in the treeview and its corresponding values in the grid for preview. Select required schema(s) from the treeview to use in the designer and click Connect.
Now, the data design view page with the selected table schema opens. Drag from the tree view table in the left pane and drop the table in the Query designer page.
Click Save to save the data source with a relevant name.