HubSpot is an all-in-one platform that allows you to manage your marketing, sales, and customer service activities in one place. If you want to connect your HubSpot account with Two Minute Reports, a simple and effective way is to create a private app in HubSpot and use its credential in Two Minute Reports.
In this article, we will guide you through the process of creating a private app in HubSpot and connecting it with Two Minute Reports.
Step 1: Install and Launch Two Minute Reports
Install Two Minute Reports, if you have not done already.
Sign in to any Google Sheet and go to Add-ons -> Get add-ons.
Search for Two Minute Reports and select Install.
Review and accept the permissions necessary to run Two Minute Reports. Two Minute Reports will be installed for you with the e-mail you are sign in to Google Sheets.
Open Google Sheets and go to Extensions -> Two Minute Reports -> Launch.
Step 2: Connect Two Minute Reports with HubSpot
1. Go to Data sources section and click on the Add button to add a new data source.
2. Give a name to your data source and search for HubSpot in the Type field and Select HubSpot.
3. Here, you will need to use the token from a private app in HubSpot. To create this app and obtain the token, please follow the below instructions.
4. After adding the token, click on Test connection and save the data source once the test is completed.
Step 3: How to Create a Private App in HubSpot
1. Login to your HubSpot account at https://app.hubspot.com.
2. If you have access to multiple accounts you will be prompted to select the account. Select the one you want to connect with Two Minute Reports.
3. Click on the Marketplace icon in the header and choose App Marketplace.
4. Click on the Manage apps button located in the top right corner.
5. On the left menu, select Private Apps under Integrations and click on the Create a private app button.
6. Then give a name for your app.
7. In the Scopes section, select the below scopes for your app. These scopes are required for Two Minute Reports to pull the required data from Hubspot.
Scopes
Standard
- actions
- automation
- business-intelligence
- communication_preferences.read
- content
- conversations.read
- e-commerce
- forms
- media_bridge.read
- sales-email.read
- tickets
- timeline
CRM
- crm.lists.read
- crm.objects.commercepayments.read
- crm.objects.companies.read
- crm.objects.contacts.read
- crm.objects.custom.read
- crm.objects.deals.read
- crm.objects.feedback_submissions.read
- crm.objects.goals.read
- crm.objects.invoices.read
- crm.objects.line_items.read
- crm.objects.marketing_events.read
- crm.objects.owners.read
- crm.objects.quotes.read
- crm.objects.subscriptions.read
- crm.objects.users.read
- crm.schemas.commercepayments.read
- crm.schemas.companies.read
- crm.schemas.contacts.read
- crm.schemas.custom.read
- crm.schemas.deals.read
- crm.schemas.invoices.read
- crm.schemas.line_items.read
- crm.schemas.quotes.read
- crm.schemas.subscriptions.read
8. After selecting the scopes, click the Create app button at the top right corner.
9. Congratulations! Your private app in HubSpot is now created. Make sure to copy and securely store the generated token as you will need it to connect with Two Minute Reports.
Step 4: Getting Hubspot performance data in Google Sheets
To pull Hubspot performance data you start by creating a new query by navigating to Data Queries and clicking on Add new.
A query form will be displayed where you can name your query. Enter a name for your query. Select the Data Source that you have added from Step 2, and select a Google sheet to populate Advertising performance data.
After selecting Data Source you will get dropdowns with Metrics and Dimensions. Select the metrics, dimensions and date range and click on Run query.
Upon clicking Run query your Advertising data will be pulled from your Hubspot account into the sheet you have selected as shown below.
Step 5: (Optional) Schedule Automatic data Refresh and email
Once you have fetched data once, you might want to get new data from your database at periodic intervals. You can do this creating a new schedule under the “Schedule Reports” section. You can schedule updates hourly, daily, weekly or monthly based on your needs.
You could also create a report and ask Two Minute Reports to email that report with updated data automatically. Under the email section enter the email Id of the recipients and save your new schedule.
When the time comes, Two Minute Reports will automatically fetch new data from your queries, and email your report to the said recipients. You have freed a lot of your time from mundane reporting tasks.
There are other features with Two Minute Report’s schedule refresh or data refresh feature. You may read our guide How to Refresh Data Automatically in Google Sheets.