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Prerequisites

  • A HubSpot account.
  • A datasource already configured in Mora.

Required fields

FieldDescriptionExample
NameA display name for this connection.HubSpot production
SchemaThe schema name where tables will be created. Letters and underscores only.hubspot

Steps

  1. Open Settings → Connections → New.
  2. Select HubSpot.
  3. Enter a name and schema.
  4. Click Authenticate.
  5. You will be redirected to HubSpot to grant access. Sign in and approve.
  6. After approval, you are returned to Mora and the sync begins.

What gets synced

HubSpot contacts, companies, deals, tickets, and other CRM objects are synced as tables. By default, the full history is synced.