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HubSpot

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API Documentation: HubSpot API Documentation

High-Level Information:

The HubSpot API allows you to access and manage data related to your CRM and marketing activities. The integration focuses on pulling data for the following types of reports:

  1. CRM Reports: These reports provide detailed information about contacts, companies, deals, and tickets within your HubSpot CRM. This includes data such as contact properties, deal stages, and ticket statuses.
  2. Marketing Reports: These reports offer insights into your marketing activities, including email campaigns, landing pages, forms, and social media interactions.

Source Setup Guide

Step 1

banner in the Edit Source form to the left.

Step 2

Follow the authentication flow (OAuth) in HubSpot's website to grant Extract the required permissions.

Step 3

Confirm you can see your email and profile picture, and that the source is Connected.

Connection Setup Guide

Once you conneted Hubspot to a destination, you will also need to configure:

  • Connection Pull Schedule: Determines how frequently data is extracted from the source.
  • Backfill (Days): Specifies the duration for which historical data will be retrieved during each connection run.
  • Destination specific settings: different settings such as "Dataset Name" or "Target Schema" (depanding on your destination)
  • Schema Migration Policy: Controls how Extract will handle schema changes from the sourcee source.

Schema ERD

Explore the interactive entity relationship diagram for Hubspot.

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