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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.

Use cases​

Wren AI makes it effortless for HubSpot users to gain deeper insights into their data. Seamlessly connect to your HubSpot analytics and combine it with data from other sources like MySQL, Airtable, GA4, and more. Empower your team to ask business questions in plain language and instantly get actionable insights—no SQL required. Whether tracking campaign performance, analyzing customer journeys, or evaluating sales KPIs, Wren AI brings all your data into one place, giving you the clarity to make smarter decisions faster.

Key Benefits for HubSpot Users:​

  1. Unified Analytics Across Platforms: Effortlessly combine HubSpot data with product information, sales data, and other critical sources like MySQL, Airtable, and GA4 for a comprehensive view of your business.
  2. Product + Marketing Synergy: Merge product usage data, such as customer engagement or feature adoption, with HubSpot contacts, companies, lists, and deal data to craft highly personalized marketing strategies or improve sales workflows.
  3. Actionable Scenarios for Marketers:
    • Combine HubSpot deal data with MySQL sales records to analyze sales pipeline efficiency and identify trends.
    • Use HubSpot contact lists alongside Airtable customer feedback to tailor retention campaigns.
    • Merge HubSpot company records with GA4 traffic data to understand how high-value clients interact with your website.
    • Cross-analyze HubSpot marketing lists with product usage metrics to target leads who are most likely to convert.
  4. No Technical Barriers: Use natural language queries to gain insights without writing a single line of SQL.
  5. Collaboration Made Simple: Share insights with your team or export to tools like Excel and Google Sheets with just a click.
  6. Scalable for Growth: From startups to enterprises, Wren AI scales to meet your business needs.

Wren AI is your analytics copilot, enabling HubSpot users to harness the power of combined data sources for marketing, sales, and product growth. Simplify complexity, uncover opportunities, and act with confidence—all in one seamless platform.

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

Custom data synchronization​

Wren AI will periodically synchronize your data from HubSpot and automatically optimize your data structure on HubSpot with AI LLM. You can customize your data synchronization routine in the "setting" page.

First, go to the "Settings" in the "modeling" page.

Settings link in Modeling

Go to the "Data Connection" tab in the settings page.

Data Connection Page

Where you can set up a new schedule time for data synchronization and also re-authenticate with HubSpot when there is a problem in the authentication process.

Add External data sources to your HubSpot data.​

In the "Data connection" setting page, you can also set up external data sources to combine data with your HubSpot data, such as Airtable, Google Sheets, MySQL, and more.

Data Connection Page

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.

Disconnect and Reset​

If you want to disconnect HubSpot from Wren AI you can reset and remove your project entirely on your project which connected with your HubSpot, check how to reset or delete your project in this documentation.

Uninstall​

To uninstall Wren AI from your HubSpot account, follow the instructions in this HubSpot Knowledge Base article.

Add additional data sources to your boilerplate​