You can set up a connection between Klipfolio and HubSpot to show your marketing data on a dashboard. Use the steps in this article to learn how set up that connection.
What is Klipfolio?
Klipfolio integrates with many cloud services and tools to create beautiful data visualizations.
How do I get started with HubSpot?
You have the following options for visualizing your data on a dashboard in Klipfolio:
|Try the Klip Gallery||Use the Connector Gallery|
|The Klip Gallery allows you to track your key metrics using pre-built Klips for some of the most popular services and data sources.||The Connector Gallery helps you get your data fast with pre-built queries. Use this article as a guide to build your own HubSpot data source.|
If you want to build a data source entirely from scratch, use the Advanced section below.
Authenticate with HubSpot
You can choose to connect with HubSpot using the Connector Gallery or the Klip Gallery in Klipfolio. Either way, the first thing you will be asked to do is authenticate and create a handshake connection between your Klipfolio and HubSpot accounts.
Enter your HubSpot Portal ID
Your HubSpot portal ID can be found in your HubSpot account at the top right of your screen. To learn more, see Where can I find my Hub ID?
Create a HubSpot token
- Click Sign in to HubSpot.
- Type in your HubSpot username and password.
- On the HubSpot Authorize screen, click Authorize.
- Name your OAuth Credentials and click Save.
Note: To learn more about OAuth tokens, see Managing OAuth Tokens.
Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn how to get data into Klipfolio using APIs, your possibilities are endless. Here's a quick and simple overview video on APIs and Klipfolio:
If APIs are a bit too tricky for you, enlist a data analyst or developer to help you.
If you want to edit a HubSpot data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.
HubSpot quick reference table
|Data Source Type||Guide to REST/URL data sources|
|API Documentation||HubSpot API documentation|
Advanced query examples
Refer to the HubSpot API documentation as you are writing a query.
Note: Some endpoints use the count parameter while others use the limit parameter. Consult the documentation to find out which one to use. The enpoints that use the count parameter require an additional endpoint to specify the number of records per page, such as:
Here are a few sample queries to get you started:
Recently created deals