How to connect Hubspot with SharePoint

This "how-to-connect" documentation will explain the initial configuration of an example connection from HubSpot to a SharePoint Online List in Office 365. We will be synchronizing data stored in HubSpot.

 

This guide presupposes that you have installed the Layer2 Cloud Connector and that you are familiar with its basic functionality. The Layer2 Cloud Connector User Documentation will provide you with all necessary information.

 

 

Contents

1. Configuring HubSpot

2. Configuring the Layer2 Cloud Connector

2.1 Creating a new connection

2.2 Configuring the Data Entity 1

2.3 Configuring the Data Entity 2

2.4 Running your connection

3. Hints and known issues

3.1 Connection direction

3.2 Data model

 

1. Configuring HubSpot

To connect your HubSpot data through the Layer2 Cloud Connector, you only need to authenticate through the Layer2 Cloud Connector and authorize the application to access your account.

 

2. Configuring the Layer2 Cloud Connector

2.1. Creating a new connection

Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.

 

Choose a meaningful name for your connection and replace the current "New Connection" Connection Title with it.

 

Connections to HubSpot can be bi-directional. An initial connection should always be uni-directional to assure that both data entities are identical before switching to bi-directional. Therefore, choose Left to Right as Direction. You can change this setting after your initial synchronisation finished successfully.

 

Step 1 Hubspot connection setup.png

 

 

2.2. Configuring the Data Entity 1

We will now set up our Data Entities. Go to the data entity “Data Entity 1” to open the configuration settings.

 

Choose a Data Entity Title. It is recommended to give your entities meaningful names to maintain an overview when you decide to set up multiple connections.

 

Select the Data Provider for HubSpot from the data provider list. You can search for HubSpot by typing into the selection box.

 

Step 2 Hubspot integration source setup.png

 

You can copy the below connection string and adjust it to match your gathered information. Use the Verify Connection String option to evaluate if the provided connection string is valid.

 

 

InitiateOAuth=GETANDREFRESH;

 

  • "InitiateOAuth=GETANDREFRESH;" this property generates a new token for the connection.

 

 

The Select Statement text box is used to define specific data queries. We will be gathering all data from our Contacts table. You can copy the below select statement and adjust it to match your needs. Save your changes by using the right-hand pane option Save Changes.

 

SELECT * FROM Contacts

 

Step 2.5 Hubspot integration connection string setup.png

 

To check if all necessary columns are received, you can use the Preview Data option on the right-hand pane which will provide you with a pop-up window for the authentication. Log in and you will get a new pop-up showing your sample data from your HubSpot entity.

 

 

Preview data of Hubspot integration.png

 

2.3. Configuring the Data Entity 2

We are going to send the data to a custom SharePoint Online list. It's required that you set up this list prior to the next steps. Your list should contain matching columns according to your source entity.

 

Use the left-hand pane to switch to the data entity "Data Entity 2". We will be using the Layer2 SharePoint Provider for this setup. 

 

For more information about the SharePoint provider visit:

https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.

 

You can copy the below Connection String which contains the minimum of required properties to connect to your custom SharePoint Online list.

 

URL=https://your_custom_sharepoint_list_url/AllItems.aspx;Authentication=Office365;[email protected];

 

  • "URL=https://your_custom_sharepoint_url/AllItems.aspx;" this property defines the URL of your custom list that will be addressed.
  • "Authentication=Office365;" this property will determine the authentication method used. Office 365 is the default authentication method to access Microsoft Office 365 / SharePoint Online. This method will not work in case of federation, e.g. ADFS. For further authentication method you can consult the provider specifications linked above.
  • "[email protected];" this property should describe the user you wish to connect to SharePoint to. 

 

Enter the password that belongs to the user account used in the connection string into the Password field. Save your changes by using the right-hand pane option Save Changes.

 

Step 3 Hubspot integration target setup.png

 

In the next step, we will configure our mapping settings. Click on the Mappings option on the left-hand pane. If your fields from SharePoint are named identical to the fields from your source system, the Enable Auto Mapping option will match those columns. Disabling this option allows you to match your columns as needed. We enabled auto-mapping in our setup. Save your changes by using the right-hand pane option Save Changes.

 

Step 4 Hubspot integration mapping.png

 

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process. 

 

Step 5 Hubspot data integration start.png

 

Below is a data preview of the information we have accessed in our source entity:

 

Hubspot integration ready.png

 

This will be the result in our SharePoint Online list after our initial successful synchronization:

 

Finished Hubspot integration.png

If you want to use a bi-directional syncronization, you can now switch your connection direction after our first initial synchronization run finished successfully. See section 3.1 for further information.

3. Hints and known issues

 

3.1. Connection direction

As far as tested, this connection supports uni-directional as well as bi-directional synchronizations. 

 

After adjusting the direction to bi-directional, you should check your Mapping settings again because some systems might include read-only columns that cannot be mapped directly.

 

We also recommend to choose a Conflict Resolution that matches your environments needs. You can find out more about the different conflict resolutions in our Layer2 Cloud Connector User Documentation.

3.2. Data model

To see all the tables and views you can access with the HubSpot provider, use these queries in the Select Statement:

 

SELECT * FROM sys_tables

 

SELECT * FROM sys_views

 

If there are more tables or views available, you can load them with the option "load more" in the popup window.

 

 

 

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