Introduction

The Bayard Bradford HubSpot + Qlick Sense Integration helps business analysts and decision makers to analyze data fluently without the hassle of excel spreadsheets. This application consists of data synchronization between HubSpot and Qlik Sense. 

Account Creation

If you wish to connect to the Qlik Sense to HubSpot Service, please visit the following link.

(https://datawarehouse.io/products/)

Activation

Once you have successfully signed up, we will activate your user. Upon Activation one Azure SQL DB will be created with the user's HubSpot data. An email will then be sent to you with your server information.

Setup

1. Start Qlick Sense

2. When inside the Qlick Sense app click the add data button and select Azure SQL Database as the data source.

3. Enter your connector details. Then click the create button.

   • Server Name: <Servername>
   • User name: <YourUserName>
   • Password: <YourPassword>
   • Database Name: <YourDatabase>
   • Port: 1433

   

4. On the next screen under owner select DBO. Then you will have access to all your data tables and you can begin building your reports.

Data Sync

Data syncing will be done at intervals determined by your plan.

Please allow at least 24-48 hours from activation for the initial database to be built. Once it is built it will refresh at the rate determined by your plan.

Data Security

• Only you will have "read only" access to your database. You can make changes in Qlick Sense, but they will not be reflected in HubSpot.
• User authentication for HubSpot is done using OAuth 2.0 protocol as per the best practice in industry.
• This application is GDPR Compliant
• If you have trouble accessing the database due to your internal firewall restrictions please have your IT department open outbound TCP Port 1433
• If there is information missing from a property it could be because that fields is improperly configured in HubSpot.