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Data Management

How to Request a New Data Source

Haezel Jane Tolentino
Haezel Jane Tolentino |

If you need to use a data source that isn't available by default, you can easily request its integration directly from the Palpaca builder. This article shows you how to submit a request so your team or the Palpaca team can review and enable the new connection.

Step 1: Go to the HubSpot sidebar, click on CRM, and select the object you’re interested in.

CRM

Step 2: Once you’ve chosen the object (e.g. Contacts), click on the contact you're interested in.

contact

Step 3: You will be redirected to Palpaca’s homepage. Click the “Create your first UI” or “Add new UI” button, or select an existing UI you want to edit.

homepage2

Step 4: Go to the Data Sources screen and click on the “Request a new data source” blue link

data sources - request

Step 5: A sidebar will open. Fill in the required details about the data source you want to request

DS request - sidebar

Step 6: Click “Submit Request” 

DS request - sidebar button