How to Connect to HubSpot
This article will help new subscribers to connect to HubSpot. If you are new to Power My Analytics, begin at our Getting Started page to learn how to activate your free trial and start automating your reports.
Before you begin
Required permissions
Your HubSpot account must have Admin, Super Admin, or Owner access in order to connect to Power My Analytics. For more information, please see the HubSpot user permissions guide.
Check your HubSpot plan
Certain reports will run only for certain HubSpot plans.
Table | Supported plans |
Geo | Marketing Hub Starter, Professional, or Enterprise, or HubSpot CMS |
Sources | Marketing Hub Starter, Professional, or Enterprise, or HubSpot CMS |
Landing_pages | Marketing Hub Professional or Enterprise, or HubSpot CMS |
Emails_stats | Marketing Professional, or Enterprise |
On your first connection
Include "today" in your reporting range so that we can begin storing your data the first time you connect.
Check the complete list of available fields. Custom fields are also supported with our HubSpot connector.
Connect to HubSpot from your Hub
Begin at your Hub. Select Sources from the menu in the left navigation pane. Add a new data source by clicking + New Data Source.
Select HubSpot from the gallery that appears.
Authenticate by signing in to your HubSpot account.
Power My Analytics will request access to the following:
- Manage and view your CRM data
- Content (sites, landing pages, CTA, email, blog, campaigns)
- Read access to Business Intelligence API
- Basic HubSpot account information
- Forms
- Tickets
These scopes are required for reporting. Power My Analytics will never write information to your HubSpot account.
Confirm your understanding of the third party application agreement and click Connect app.
After authenticating, click Looker Studio under Reports in the left navigation pane. Select HubSpot from the gallery that appears.
Select your Hub, then click Next.
Select your HubSpot account under User Account and click Next.
Select the stage in the customer lifecycle that you want your contact dates to be based on in your reports. If you want this setting to be variable in your HubSpot reports, check the box Allow 'Contacts dates based on' to be modified in reports.
Select the date you would like the deals to be based on in your report. Check the box beside Allow 'Deals dates based on' to be modified in reports if you would like to modify this setting after the report has been created.
Leave the checkbox checked for Use report template for new reports to use our convenient pre-made templates. Click Connect to continue.
Click Create Report in the top-right of the page, and then again on the pop-up.
Your report should then appear with your data.
Modify Deals data
To modify deals data within your report, you must leave the "Allow 'Deals dates based on' to be modified in reports" box checked when connecting your data source.
You can filter your individual reports by Create Date, Last Modified Date, or Closed Date.
Disconnect from HubSpot
If you wish to disconnect your HubSpot account from Power My Analytics, go to your hub and click on Sources. Find your HubSpot account in the list of sources, and click the red Remove account icon.
Click Confirm to disconnect your account.
Uninstall Power My Analytics in HubSpot
To uninstall the Power My Analytics app from HubSpot, go to HubSpot and log in to your account. Click the Marketplaces icon in the upper-right corner.
Under Manage, select Connected apps.
Under Power My Analytics, click on Actions. Then click Uninstall.
Type uninstall in the text field and click the Uninstall button.
Power My Analytics will be uninstalled from your HubSpot account.
What Happens to My HubSpot Data After Disconnecting from Power My Analytics?
After disconnecting your HubSpot account from Power My Analytics, your HubSpot reports in PMA may no longer be usable.
- Looker Studio: Your Looker Studio reports for the disconnected HubSpot account will no longer load, as the data source is now unavailable.
- Google Sheets and Excel: Your reports in Sheets and Excel will continue to contain their data from before you disconnected your HubSpot account, but these reports will no longer be updated with the latest data.
- BigQuery, SQL, and FTP exports: Your exports will no longer run at the scheduled time. Your BigQuery dataset, SQL database or FTP server will continue to contain the data from before you disconnected HubSpot, but these exports will no longer be updated.
Still having issues?
Send us a ticket and we will get back to you.
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