HubSpot

HubSpot is a system for managing customer relationships and storing data. You can use Hevo Pipelines to replicate data from your HubSpot account to the Destination database or data warehouse using HubSpot REST API.

You can use Open Authorization (OAuth) to authenticate your HubSpot account with Hevo.

Note: For Pipelines created with this Source, Hevo provides you a fully-managed BigQuery data warehouse Destination if you do not already have one set up. You are only charged the cost that Hevo incurs for your project in Google BigQuery. The invoice is generated at the end of each month and payment is recovered as per the payment instrument you have set up. You can now create your Pipeline and directly start analyzing your Source data. Read Hevo Managed Google BigQuery.

Prerequisites

  • An active HubSpot account from which data is to be ingested.

  • The following permissions in HubSpot to configure a HubSpot account in Hevo:

    • Administrator: To replicate CRM and Marketing objects.

    • Super Admin: To replicate Email Events.

    • Sales Administrator: To replicate Sales objects.

Read more about HubSpot user permissions at HubSpot Knowledge Base.


Configuring HubSpot as a Source

Perform the following steps to configure HubSpot as the Source in your Pipeline:

  1. Click PIPELINES in the Asset Palette.

  2. Click + CREATE in the Pipelines List View.

  3. In the Select Source Type page, select HubSpot.

  4. In the Configure your HubSpot Account page, click + Add HubSpot Account. This redirects you to the HubSpot login page.

    Add HubSpot Account

  5. Log in to your HubSpot account.

  6. In the HubSpot Accounts page, select the HubSpot account whose data you would like to synchronize.

  7. Authorize Hevo Data Inc to access your HubSpot data.

    Authorize Hevo Data Inc

  8. In the Configure your HubSpot Source page, specify a unique Pipeline Name.

  9. Click CONTINUE.

  10. Proceed to configuring the data ingestion and setting up the Destination.


Data Replication

  • Historical Data: All past data for campaigns is fetched for the specified historical sync duration using the HubSpot API, when the Pipeline is created.

  • Incremental Data: Once the historical data is loaded, every subsequent run of the Pipeline fetches any new data created in the Source, or changes made to any existing data.

    You can set the frequency of incremental data ingestion to any value between 1 hour to 24 hours. Default frequency is 6 hours.


Schema and Primary Keys

Hevo uses the following schema to upload the records in the Destination:


Data Model

Hevo uses the following data model to ingest data from your HubSpot account:

Object Description
Contacts Details about an individual person.
Companies Details about an individual business or organization.
Deals Revenue opportunities with a contact or company tracked through Pipeline stages.
Email Events Collects information about Events generated by marketing emails, or email campaigns sent through a HubSpot account.
Email Campaigns Lists the Email Campaign activity status and its last updated time.
Deal Stage Pipeline Creates a mapping between the Deals object and the Deal Pipelines to identify the current stage of a deal.
Tickets Represents customer requests for help or support.
Ticket Stage Pipeline Creates a mapping between the Tickets object and the Ticket Pipelines to identify the current stage of a ticket.
Products Represents goods or services for sale.
Line Items Represents a subset of products.

Limitations

  • HubSpot CRM API returns the updates for up to 10,000 records for the same modified timestamp. If other records are updated at that particular point of time, they are not reflected or synchronized with the Destination.
Last updated on 17 Mar 2021