Business Analyst: HubSpot Integration Documentation

Business Analyst HubSpot integration guide

Welcome to the Business Analyst HubSpot integration guide! This documentation will walk you through connecting your HubSpot account and generating insightful reports using the power of natural language processing.

Step 1: Access Business Analyst

1. Go to the API Labz website: https://www.apilabz.com/

2. Navigate to the "Business Analyst" section.

Step 2: Connect Your HubSpot Account

1. On the Business Analyst page, click the "Connect HubSpot" button.

2. You'll be redirected to HubSpot's secure authentication page.

3. Log in to your HubSpot account and authorize Business Analyst to access your data.

Step 3: Extract Data Using Natural Language

1. Specify Data Source: Start your request by indicating where you want to extract data from within HubSpot. For example:

   • "From Deals..."

   • "From Companies..."

   • "From Contacts..."

2. Type Your Request: Continue your sentence in plain English, specifying the data you want to extract.

   • Examples:

     • "From Deals, show me all deals closed in Q4 2023 with a deal value over $10,000."

     • "From Companies, give me a list of companies in the technology industry with more than 50 employees."

     • "From Contacts, what is the average open rate for marketing emails sent to contacts in the United States?"

3. Business Analyst Understands: Our AI-powered engine understands your request, identifies the relevant data source within HubSpot, and automatically retrieves the information.

Step 4: Generate Reports with Natural Language Instructions

1. Describe Your Report: In the report generation section, type in plain English what kind of report you want to create using the extracted data.

   • Examples:

     • "Create a bar chart showing the number of deals closed each month for the past year."

     • "Generate a pie chart displaying the distribution of companies by industry."

     • "Give me a summary table of the top 10 performing marketing emails based on click-through rate."

2. Business Analyst Visualizes: The system automatically generates the report you requested, using the data extracted in the previous step. You can further customize the report's appearance and format as needed.

Benefits of Natural Language Processing:

• No Technical Expertise Required: Anyone can use Business Analyst to extract data and generate reports, regardless of their technical skills.

• Faster and More Efficient: Get the insights you need in seconds, without writing complex queries or formulas.

• Intuitive and User-Friendly: Interact with your HubSpot data in a natural and conversational way.

Start Exploring Your HubSpot Data Today!

Connect Business Analyst to your HubSpot account and experience the power of AI-driven data analysis with the simplicity of natural language.

Need Help?

Our support team is here to assist you! Contact us at info@apilabz.com or schedule a meeting for any questions or assistance with using Business Analyst and the HubSpot integration.