Hubspot

    Upon connecting Hubspot, you will see the following login prompt:

    Hubspot login prompt

    You can enter your login credentials and click on Log In.

    [!Note] In case you have activated 2-factor authentication, you will need to enter a verification code.

    Setting Up Your Data

    After logging in, you can set up your Hubspot data in the following dialog:

    Set up your Hubspot data

    Here you will find a list of your Hubspot Objects. In big lists, use the Search to find quickly the object you need.

    Note

    Calendar Objects. Calendar Events objects require you to set two parameters - from and to (dates) to query the data, before you can continue to the Visualization editor.

    Working in the Visualization Editor

    Once your data source has been added, you will be taken to the Visualization Editor. Note that the Column visualization will be selected by default. You can click/tap on it in order to choose another chart type from the drop-down menu.

    List of chart types while using Hubspot as a data source

    Based on the visualization that you have chosen, you will see different types of fields.

    When you are ready with your visualization, you can click/tap on the checkmark in the top right corner to save it as a dashboard.