HubSpot

The HubSpot Connector provides automated access to the HubSpot API.

Prerequisites

You will need to create a HubSpot Key in the Key Editor and provide authorization by connecting via OAuth.

Scheduling

The HubSpot connector can be scheduled to ingest data once per day at a user-defined hour and timezone.

By default, the connector will run once at 6am PT.

See Daily Scheduling for more information.

Supported Reports

The Hubspot connector supports a number of reports which you will specify within your SBS Script.

With the exception of emails, these reports support immediate download and do not support backfills.

hubspot:calls
Calls logged in CRM records
See the calls documentation for information on default properties and associations.
hubspot:deals
A deal represents an ongoing transaction that a sales team is pursuing with a contact or company
See the deals overview documentation for information on default properties and associations.
hubspot:campaigns
The Hubspot “campaigns” connector type will download all campaigns for the HubSpot account logged.
hubspot:emails
Emails Logged in CRM records.
See the emails documentation for information on default properties and associations.
hubspot:meetings
Meetings logged in CRM records.
See the meetings documentation for information on default properties and associations.
hubspot:owners
HubSpot uses owners to assign specific users to contacts, companies, deals, tickets, or engagements.
See the owners documentation for more information.
hubspot:email_events
HubSpot uses emailEvents to get information about events generated by marketing emails or email campaigns sent through a HubSpot account.
See the Email Events Documentation for more information.
hubspot:companies
The companies connector will return a list of all companies for the referenced Hubspot Accounts
See the Companies Documentation for more information.
hubspot:deals
The deals connector will return a list of deals associate with the connected Hubspot account.
See the Deals Documentation for more information.

Parameters

associations string list
optional
Associations vary per entity/report
properties string list
optional
Properties of an entity vary per entity/report. It is also possible for an entity to have been defined with custom properties.

Sample Switchboard Script

download t from {
    key: "hubspot_key";
    type: "hubspot:<REPORT-TYPE>";
    properties: ["dealname", "hubspot_owner_id", "dealstage"];      // Optional - List of strings
    associations: ["companies"];      // Optional - List of strings
} using {c1: integer;};