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HubSpot Boilerplate

plan support

Only in Essential Plan and above

Unlock the power of your HubSpot data with our pre-built boilerplate. Get instant access to essential tables for contacts, companies, email marketing, deals, and engagements.

Prerequisites​

1. Applicable HubSpot Tiers​

This boilerplate is compatible with the Starter, Professional, and Enterprise tiers of HubSpot.

2. Required Permissions​

You have the option to use a Super Admin account or set up custom permissions as required. For detailed instructions on how to grant permissions, please refer to the HubSpot guide.

If you choose to customize permissions, you need to ensure the following permissions are set:

  • CRM Objects: You must have view permissions for all CRM items, including contacts, companies, and deals. Additionally, set the customizable permissions to all [object], such as all contacts, all companies, and all deals.

    For Ticket objects, ensure that you have both View and Edit permissions. Permissions for CRM objects

  • Marketing:

    • Enable View permissions for Lists, Forms, and Files.
    • Enable Marketing Access.
    • For Marketing Email, enable View, Edit, and Publish permissions.
    • For Ads, Campaigns, CTA, and SMS, enable View permission only.
    • For Website Tools, enable all permissions. Permissions for marketing

  • Settings: Ensure App Marketplace access, Edit property settings, Website settings, and Manage product library are enabled.

    Permissions for website settings

Steps to Use the HubSpot Boilerplate​

To add a Hubspot Boilerplate, click the HubSpot option in the Start with a data boilerplate section.

Get start with a data boilerplate

You will be asked to authenticate your HubSpot Account to start the data importing.

Authenticate HubSpot Account

A pop-up will appear, prompting you to choose the HubSpot account you want to connect to Wren AI Cloud.

You'll see a list of the rights and data fields that Wren AI Cloud will need to access your HubSpot data. The fields we require are as follows: content and access to your HubSpot account. Please check the box to agree to these terms and click 'Connect App' to proceed.

HubSpot Connection confirmation

Once your authorization is successful, click the start syncing button on the Wren AI Cloud screen. The syncing time may vary based on the amount of data you have. You can close this page, and we'll notify you by email when the process is complete. If you wish to cancel the synchronization, click the 'Stop syncing' button.

Synchronize data from HubSpot

Customizing the HubSpot Boilerplate: Adding Columns for Custom Properties​

To add columns from your HubSpot Custom properties, select the table, press the three dots, and click the ‘Update Columns’ button.

On the screen, you'll see a list of available columns on the left. Select the columns you want and click the > button to move them to the current model. Finally, click 'Submit' to import the columns.

tip

Don’t forget to update the model to publish the new changes.

Review Pre-filled Fields​

The project modeling page displays all fields and tables from the HubSpot Boilerplate. We've added a visual marker to clearly indicate the boilerplate's origin, making it easier to differentiate between views and models.

Learn more about views

HubSpot MDL

Ask Questions​

To start your analysis, ask questions about your synced HubSpot data. We offer a range of pre-defined questions to help you explore lead scores, customer segmentation, conversion funnels, and email marketing.

Add additional data sources to your boilerplate​