HubSpot

HubSpot is an American developer and marketer of software products for inbound marketing, sales, and customer service.It provides tools for social media marketing, content management, web analytics, landing pages, customer support, and search engine optimization. HubSpot has integration features for salesforce.com, SugarCRM, NetSuite, Microsoft Dynamics CRM, and others. There are also third-party services such as templates, and extensions.

Connecting to the Database

Mammoth allows you to connect to your Database and get the data into Mammoth.

  1. Select API & Databases from the ‘Add Data’ menu and click on HubSpot.

  2. Click on New Connection and log into your HubSpot account.

  3. Select the account and click on Next.

    Hubspot account

    Fig. 53 Choose the account you want to import data from

Once your HubSpot account is connected with Mammoth, you will be presented with a list of tables and views in that database.

  • Select the desired table to get a preview.

  • Write a SQL query or run a test query and preview the result.

  • Click on Next.

After you have selected the table you want to work on, you get options to configure it as follows:

  • Save as new dataset: You can use this option to rename the table and save it as a new dataset.

  • Retrieval frequency: This is to set the frequency of the data import.

  • Start retrieving: This is to decide when to initiate the data import - Now or Later.

  • On refresh: You can choose what happens to new data Schedule pull. There are three option to choose from - Replace all data, Add new data since data pull, Replace with new data since new pull.

Scheduling your Data Pulls

You can start retrieving the data now or at a specific time. Further schedule the data imports to get the latest data from your Database at a certain time interval - just once, daily, weekly or monthly.

On every data pull from your Database, you also have options to - Replace all data, Add new data since data pull, or Replace with new data since new pull.

On choosing options Add new data since data pull or Replace with new data since new pull, you will get an option to choose a unique sequence column. Using this column, on refresh, Mammoth will pick up all the rows that have greater value in this column than the previous data pull.