Klips: Creating HubSpot data sources

Visualize, discover, and act on your data with Klips and Klip dashboards.

Ready to get the most from your HubSpot marketing and sales data? Get started by setting up a connection between Klipfolio Klips and your HubSpot data and adding some data sources.

When you're finished adding HubSpot data sources, you'll use them to power your custom Klips.

This article includes:

• Connecting Klipfolio to your HubSpot data
  • Finding your HubSpot email campaign ID
• Adding a HubSpot pre-built data source
• Adding a HubSpot custom data source
  • Custom building: About APIs and queries
• Creating HubSpot custom Klips

Connecting Klipfolio to your HubSpot data

The first step in creating a HubSpot data source is to connect Klipfolio to your data.

Here a couple things to note:

Your data is safe with us. The first time you connect your HubSpot data to Klipfolio, you'll be prompted to sign in to HubSpot and give permission to allow Klipfolio to securely access data within your HubSpot account. We are serious about protecting your data privacy.

Managing your connections. 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.

How do I find my HubSpot email campaign Id?

When creating a HubSpot data source you may need to enter your HubSpot email campaign Id.

To find your HubSpot email campaign Id:

1. In your HubSpot account, navigate to Marketing > Planning and Strategy > Campaigns.
2. Find the email campaign you want, either by scrolling or using the Search bar.
3. Click the email campaign link to open it.
4. Copy the email campaign ID.

It's the last set of characters in the URL (as highlighted in the example below).

Adding a HubSpot pre-built data source

Our pre-built data sources focus on the most sought-after HubSpot data. Either use them as complete solutions or as starting points for custom building.

To add a HubSpot pre-built data source:

1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select +New data source.
   If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources > +New data source.
2. On the Where is your data? page, select HubSpot.
3. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
4. If this is your first time connecting to HubSpot:
   • Click Connect an account. Enter your HubSpot login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your HubSpot data. Click Continue.
5. If you've connected with HubSpot before:
   • Select an existing connection (token) from the drop-down list and click Continue.
6. On the Configure your data source page, select the relevant choices by which you want to break down your data (such as Category and Time Period) from the drop-down lists and enter a filter where applicable.
7. Click Get data or, if you want to modify the pre-built data request, click Switch to Custom settings.
   Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.
8. Ensure this is the data you’re looking for and, optionally, select the checkbox to Model your data.  Learn more about modelling your data source. Note: HubSpot returns JSON formatted data. Learn how to model JSON data.
9. Click Continue.
10. Name, choose refresh settings, and, optionally, share your data source.
11. Click Save.

If you clicked Switch to Custom settings:

1. On the Configure your data source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Choose a pre-built or custom connection page.
2. Click Get data.
3. Ensure this is the data you’re looking for and, optionally, select the checkbox to Model your data.  Learn more about modelling your data source. Note: HubSpot returns JSON formatted data. Learn how to model JSON data.
4. Click Continue.
5. Name, choose refresh settings, and, optionally, share your data source.
6. Click Save.

The data source is added to your account and is ready to use for custom Klips. You can see all your data sources in your Data Source Library, accessed by clicking Data Sources in the left navigation sidebar.

Adding a HubSpot custom data source

Need a unique set of data? When our pre-built data sources don't include exactly what you're looking for, create your own custom data source. You can either use a pre-built data source query as a base or write your own queries from scratch.

To add a HubSpot custom data source:

1. In the left navigation sidebar, click the 3-dot menu beside Data Sources and select +New data source.
   If you don’t see this option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources > +New data source.
2. On the Where is your data? page, select HubSpot.
3. On the Choose a pre-built or custom connection page, click Create a custom HubSpot data source.
4. If this is your first time connecting to HubSpot:
   • Click Connect an account. Enter your HubSpot login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your HubSpot data. Click Continue.
5. If you've connected with HubSpot before:
   • Select an existing connection (token) from the drop-down list and click Continue.
6. On the Configure your data source page, adjust the Query URL information to return the data you need. Refer to the HubSpot API documentation for details.
7. Click Get data.
8. Ensure this is the data you’re looking for and, optionally, select the checkbox to Model your data. Learn more about modelling your data source. Note: HubSpot returns JSON formatted data. Learn how to model JSON data.
9. Click Continue.
10. Name, choose refresh settings, and, optionally, share your data source.
11. Click Save.

The data source is added to your account and is ready to use for custom Klips. You can see all your data sources in your Data Source Library, accessed by clicking Data Sources in the left navigation sidebar.

Custom building: About APIs and queries

Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

Klipfolio API's 101

If you need help using APIs, ask a data analyst or developer.

Refer to the HubSpot API documentation to discover more data requests.

See the reference table below for API related information and sample queries.

Creating HubSpot custom Klips

Now that you've created a HubSpot data source, you can return to it and use it to make custom Klips. A single data source can be used to create a single or multiple custom Klips.

To create a HubSpot custom Klip:

1. In the left navigation sidebar, click Data Sources to open your Data Source Library.
2. Select the HubSpot data source you want to use for your custom Klip.
3. On its details page, click Create a Klip.
4. In the Klip Editor, configure your custom Klip.
   If you need help, go to this article. (You can skip the “Choose the data source” step in the linked article. You’ve already chosen it.) You'll also find lots of articles on working with Klips in this section of our Knowledge Base.
5. Click Save.
   Your new Klip is ready to add to a dashboard. Learn about dashboards.

Note: You can also add HubSpot pre-built Klips. You'll find them in the Klip Gallery or, if you're a White-Label customer, in the Integration Gallery. Go to this article for detailed instructions on adding pre-built HubSpot Klips to your dashboards.

Want to learn more?

Check out these related articles:

• Klips: Introduction to data sources
• Klips: About JSON and XML data sources
• Klips: Guide to REST API data sources