HubSpot
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HubSpot

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Overview

Available Endpoints

There are the following Objects available:

  • Companies
  • Contacts
  • Updated Contacts
  • Deals
  • Deal Pipelines
  • Forms
  • Line Items
  • Deals v3

Each of the objects has different metrics. All available endpoints from the HubSpot API are listed here.

Limitation

Access rights

To pull the desired data from HubSpot, make your HubSpot account authorized in Dataddo has enough rights. We recommend admin access for authorization and data extraction in Dataddo.

  • You cannot select a date range, Dataddo will pull the full list of the selected contacts or deals. Selecting ""object"" can keep the daily snapshot
  • To keep track of historical records, choose a timestamp to Append to build your time series in time. Read more about historical data load here.
TIP: Owner names for deals

To get owners' names for deals, you need to create a new source with a specific dataset - (deal) owners. Then use the Data Blending feature in Flows, where the owner ID will be the Join Key field.

TIP: Stage name/label for deals

When extracting Deals, you will only get the stage ID. To be able to get the stage name/label, you need to blend it with the Deals Pipelines source and use the stageid column from Deal Pipelines to blend with the dealstage column of your current source

How to Create a HubSpot Data Source

  1. Sign in to your Dataddo account and click on Sources at the top of the page.

  2. Click on Create Source in the top right corner.

  3. From the list of sources, choose HubSpot. You can type the name of the connector into the search bar to find it faster.

  4. From the drop-down menu, choose your Account connected to Dataddo. Click on Next to continue with the setup.

    1. Didn't find your account?
      If you want to connect a new account that is not on the list, click on Add new Account at the bottom of the drop-down. You will be redirected to the authorization/sign-in page to confirm the right account. Once you confirm, you will be redirected back to the Dataddo app.
    2. Authorize your account
      If you have not authorized your Account with Dataddo, click on Add new Account and you will be redirected to the authorization/sign-in page.
    3. After you log in and give Dataddo the necessary permissions to access your data, you will be redirected back to the connector.
  5. Choose a Name for your Data Source, select the Metrics, the Dimensions, and the Data Labels. To continue to the next page, click Next.
    HubSpot- step 5

  6. Configure your snapshotting preferences by choosing your Sync frequency. Under Advanced setting,s you can select the exact Time, of synchronization. Confirm your setup by clicking on Next.
    If the Data range is available to select, you can load historical data. Read more in our guide.

  7. Before saving the source, you can see a preview of your data by clicking on the Preview button. you can adjust the date range to a more specific view.

    • Also, you can see the full list of the metrics you selected by clicking on Show all Metrics and attributes, in the left navigation.
      Data source - create - preview
  8. Click on Save and your new Data Source is ready.

Congratulations, your new Data Source is ready!


Broken View / Error Message

If you cannot see a preview of your data, go back a few steps and check your setup. The most common causes are:

  • Date range - we recommend a smaller date range. If you need to load historical data, check our guide.
  • Invalid metrics, attributes or breakdowns, or their combination - you may not have any values for them.
    Data source -create- error

Need assistance?

Feel free to contact us and we will help you with the setup. To speed the process of resolving your issue, make sure you provide us with sufficient information.


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