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Create HubSpot Dashboards in Bold BI
Use CData Connect Server to create a virtual SQL Server Database for HubSpot data to build custom dashboards in Bold BI.
Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Server, you get instant access to HubSpot data for visualizations, dashboards, and more. This article shows how to create a virtual database for HubSpot and build reports from HubSpot data in Bold BI.
CData Connect Server provides a pure SQL Server interface for HubSpot, allowing you to easily build reports from live HubSpot data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to HubSpot, leveraging server-side processing to quickly return the requested HubSpot data.
About HubSpot Data Integration
CData provides the easiest way to access and integrate live data from HubSpot. Customers use CData connectivity to:
- Access HubSpot without worrying about API updates or changes.
- Access custom objects and fields in HubSpot with no extra configuration steps involved.
- Use SQL stored procedures to perform functional operations like uploading or downloading attachments, inserting engagements, and creating or deleting custom objects or fields.
Users frequently integrate HubSpot with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate HubSpot data to databases or data warehouses.
To learn about how other customers are using CData's HubSpot solutions, check out our blog: Drivers in Focus: Simplified HubSpot Connectivity.
Getting Started
Create a Virtual SQL Server Database for HubSpot Data
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Login to Connect Server and click Connections.
- Select "HubSpot" from Available Data Sources.
- HubSpot uses OAuth to authenticate. Click Connect to authenticate with HubSpot.
- Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.
With the virtual database created, you are ready to connect to HubSpot data from Bold BI.
Visualize Live HubSpot Data in Bold BI
The steps below outline connecting to CData Connect Server from Bold BI to create a new HubSpot data source and build a simple visualization from the data.
- Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
- Choose the basic configuration and set the connection properties:
- Name: Name your connection
- Server name: Your Connect Server instance (CONNECT_SERVER_URL)
- Port: 1433
- Username: Your Connect Server username
- Password: Your Connect Server password
- Mode: Choose Live to query HubSpot on-demand or choose Extract to load the data into Bold BI
- Database: Choose the database you created from the drop-down menu (hubspotdb)
- Click Connect
- Select the table to visualize and drag it onto the workspace.
- Select a visualization style and add it to the report.
- Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.
SQL Access to HubSpot Data from Applications
Now you have a direct connection to live HubSpot data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating HubSpot data.
To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.
