Data Integrations Certification
Welcome! The Data Integrations Certification will empower you to qualify and recommend integrations based on client use cases and data needs. When you complete this course you'll be able to articulate how use cases and data requirements help determine integrations; explain the differences between object types and HubSpot integration options; provide examples of appropriate questions to ask at each step of the discovery conversation process; recommend integrations that best align with HubSpot data representations; and articulate how a custom integration works and where to find API information. Let's get started.
What you'll learn
- The learner will be able to articulate how use cases and data requirements help determine integrations.
- The learner will be able to explain the differences between object types and HubSpot integration options.
- The learner will be able to provide examples of appropriate questions to ask at each step of the discovery conversation process.
- The learner will be able to recommend integrations that best align with HubSpot data representations.
- The learner will be able to articulate how a custom integration works and where to find API information.
Includes
Reporting & Performance
HubSpot Certifications
Grow your skillset by completing industry-recognized certifications and adding them to your LinkedIn profile. Get certified today, and join the 200,000+ professionals who've advanced their career with HubSpot Academy.
Watch preview
Instructors
Meg Duffy
Meg is a Lead Professor at HubSpot. Prior to joining the Academy team, she worked at large non-profit organizations and small startups. When she's not building educational content, you can find her running, cooking, facilitating career coaching workshops, and petting all the good dogs in her neighborhood.
Curriculum
The Integrations Landscape
Lesson - 15 min
Read more
Lesson instructor: Meg Duffy Integrations do more than simply connect two pieces of software. They’re essential for unifying customer information, creating a central source of truth, and building a clear snapshot of your customers. Integrations make unstructured data accessible, create rich context, and share this data across teams. There are over 1,800 HubSpot-built apps that solve specific problems and manage different subsets of data. In this lesson, you’ll explore the benefits of integrating your tech stack with HubSpot. You’ll also learn why defining your business goals and identifying the data you need are key steps to choosing the right integration solution.
See full details Start course 
HubSpot Objects and Integration Options
Lesson - 22 min
Read more
Lesson instructor: Meg Duffy HubSpot integrations create a pipeline through which data flows back and forth. Before integrating apps with HubSpot, it’s crucial to understand the types and uses of data you want to integrate. In this lesson, you'll learn how HubSpot objects store data and which data types fit each object best. You’ll explore different categories of integrations, including their strengths and weaknesses. You’ll learn how Data Hub features combine and enhance data in HubSpot. Finally, you’ll navigate integration pages in the HubSpot Marketplace to determine if it fits the use case and data requirements.
See full details Start course 
Drive the Integration Process With Use Cases
Lesson - 30 min
Read more
Lesson instructor: Meg Duffy To make effective integration recommendations, it's essential to follow a clear, repeatable process. This approach helps you uncover the key questions and gather the insights your project needs. In this lesson, you’ll explore the benefits of planning and consider what challenges can arise when planning is overlooked. You’ll learn a step-by-step process for identifying use cases and defining requirements. Additionally, you’ll see how this process works through a sample discovery call. Finally, you'll gain insights from expert partners into how a structured integration process leads to successful projects. This includes strategies and solutions they use to overcome common integration challenges.
See full details Start course 
Analyze Requirements and Make Integration Recommendations
Lesson - 29 min
Read more
Lesson instructor: Meg Duffy In this lesson, you'll take the information collected in the discovery conversation and review your options. You’ll examine HubSpot data representations, including their pros and cons. You’ll learn how to scope a custom object if building one is required. By the end, you'll master a step-by-step integration recommendation process and be able to provide examples of appropriate questions to ask at each step.
See full details Start course 
Going Beyond the HubSpot Marketplace
Lesson - 20 min
Read more
Lesson instructor: Meg Duffy Sometimes, complex use cases require custom solutions. Before you can start building, it's essential to understand HubSpot's API capabilities. This lesson covers how APIs retrieve and deliver information from one app to another. You’ll also navigate developer documentation to find answers about APIs. Finally, you’ll explore JSON structure to understand how HubSpot structures data.
Start course 
Data Integrations Survey
Lesson - 5 min
Read more
Please complete this survey so we can continue to improve the content we deliver.
Start course
Why learn with Academy?
It's Free
It's personalized
It's global
Share this course
