To integrate Hubspot data into Panoply complete the following steps.
- From the Home page in the Panoply dashboard, click Data Sources. Then, click the Add Data Source button.
- In the Data Sources search for and select Hubspot.
- Click Login and follow Hubspot's steps to log into your account.
- Select the resources you want to import. See the Data Dictionary for more details on each resource.
- 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.