Hubspot Setup Guide

To integrate Hubspot data into Panoply complete the following steps.

1. From the Home page in the Panoply dashboard, click Data Sources. Then, click the Add Data Source button.
2. In the Data Sources search for and select Hubspot.
3. Click Login and follow Hubspot's steps to log into your account.
4. Select the resources you want to import. See the Data Dictionary for more details on each resource.
5. Click Save Changes and then click Collect.
   • The data source appears grayed out while the collection runs.
   • You may add additional data sources while this collection runs.
   • You can monitor this collection from the Jobs page or the Data Sources page.
   • After a successful collection, navigate to the Tables page to review the data results.