In the Klip Gallery or, for White Label customers in the Integration Gallery, you can browse individual HubSpot pre-built Klips and add them to a dashboard.
Note: To connect our HubSpot pre-built Klips to your own data, you'll need your HubSpot login credentials.
To add a HubSpot pre-built Klip to your dashboard:
Steps | Screenshots |
In an open dashboard, click + Add Klip. In the Klip Gallery, select HubSpot. Beside the Klip you want to add, click + Add to Dashboard. Click Done. In the new Klip on your dashboard, click the Sample Data banner. |
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If this is your first time connecting to your HubSpot data, click Connect an account. Enter your HubSpot login credentials. Click Next Step. Click Update Klip. Click Finished. |
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If you've connected to HubSpot before, select your existing connection from the drop-down menu and click Next Step. Click Update Klip. Click Finished. |
Managing your HubSpot connection
By default, your connection name looks like this: yourname@HubSpot <date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections.
You can use the same account connection every time you connect to HubSpot. If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, check out these troubleshooting tips.