HubSpot Walkthrough
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HubSpot Walkthrough

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HubSpot API version 1 is currently supported

This provides a general description of Hubspot and its capabilities.

Pull Data From HubSpot

Available reports for Hubspot data integration:

  • Deals (including modified deals)
  • Companies (Only this report is compatible with Version 2)
  • Contacts
  • Pipelines
  • Email Events
  • Owners
  • Engagements
  • Marketing Emails


HubSpot Reports:

Deals

The deals report returns all the deals that were ever created in your HubSpot account.

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Modified Deals: the modified deals option returns deals that were modified in the past 30 days or the 10k most recently modified deals.

We recommend running the report with 'Modified Deals' unchecked first to get all deals, and then checking the modified deals option moving forward.

Properties Data Structure

For the Deals and Companies report, you can select the desired Properties data structure with the following checkbox:

In the following example, we consider that the lead 6789 has 3 properties: property1, property2, property3 which are RECORD field types. That is why the lead 6789is broken down to each property, so we will get 3 rows of data.
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For example, with this option enabled, the data of DealType property will be returned as follows (enabling this option is recommended when there are a lot of properties in the report):

portaliddealidproperty_nameproperty_valueproperty_timestampproperty_sourceproperty_versions
123456789property1None1635320359889CRM[{"name":"property1","value":"None","timestamp":1635320359889,"source":"CRM","sourcevid":[],"updatedbyuserid":123}]
123456789property21231635322741557CALCULATED[{"name":"property2","value":"123","timestamp":1635322741557,"source":"CALCULATED","sourcevid":[]}]
123456789property3blabla1635320379969PLATFORM[{"name":"property3","value":"blabla","timestamp":1635320379969,"source":"PLATFORM","sourcevid":[]}]

Special note: In this report we try to catch all the property keys inside the first 2500 records. If we still wasn't able to catch everything for mapping you can still take them from property_versions column and parse JSON this field.

When this option is disabled, each property will be returned in its own different columns:
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Email Events

The email events reports have two extract methods: Standard and Contact List.

The Standard method enables filtering on the combinations of app, campaign, recipient email, and event type. You can choose only one option for each of these four filters and combine them as you wish, or leave them empty to get all the data unfiltered.

HubSpot Walkthrough-standard

The Contact Lists method allows you to filter on specific contact lists and email properties.

For example, you can create a list for all the clients under a certain country and use only that list to get their relevant email events.
When using this report, make sure to set the email property value to the same property that defines the recipient email address.

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Both methods require a date range for the extraction:

HubSpot Walkthrough-image12


Select the type of time period of the report. This can be a custom date range or a defined time period.


Instructions if selecting ‘Date Range’:
  • Select the start date and end date.
  • Leave the end date empty in order to pull data until the moment the river runs.
  • After each run of the river, the start date will be updated automatically with the end date, and the end date will be updated with the empty value. This enables the next run to pull data from the end of the previous run.
  • Select the time zone offset. It will be relevant only if the end date is empty in order to find the moment of the river’s run according to the time zone.
  • Days back - use this input to tell Rivery to pull data from a given number of days back before the given start date.
  • Please Note:

    The Start Date won't be advanced if a River run is unsuccessful.

    If you don't want this default setting, click More Options and check the box to advance the start date even if the River run is unsuccessful (Not recommended).


Contacts

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With Contacts Report you can get data on your contacts.
There are 2 different ways to pull data:

  1. Get all contacts that have been created in the account.
  2. Incremental loading using a range of dates.

1.1. For all contacts, choose 'Extract Method' : All.
2.1. For incremental loading, choose 'Extract Method' : Incremental
and select ‘Date Range’ (See the description above)

Choose Increment Field:


  • "Recently updated":
    The river will return data in the Date Range, referring to when the contacts were last updated.
    For contacts that were updated or created in the last 30 days.
    Limit : Available data is only 30 days back.
  • "Recently created":
    The river will return data in the Date Range, referring to when the contacts were created.


Recent Engagements

To create a Recent Engagements report, complete these steps:

1. Select Custom Report.

2. Click Report, then scroll down to Recent Engagements in the drop-down box.

3. Choose a Time Period.


If you select Date Range the following options will be available:


Note:
You can only get records that have been updated during the last 30 days, with a limit of 10k rows.


Marketing Emails

To create a Marketing Emails report, complete these steps:

1. Select Custom Report.

2. Click Report, then scroll down to Marketing Emails in the drop-down box.


3. Check Add Additional Data To include fields like "Widgets" and "Flex Areas" as JSON formatted strings (optional).

4. Choose a Sub-Category to filter the results (optional).

5. Pick an Extract Method.


    a. if All extraction method was chosen, It won't be divided into specific fields and dates.

    b. if an Incremental extraction method was chosen, Select an Incremental Field.  

    1. Choose a Time Period.

   If you select Date Range the following options will be available:

API Usage Limits

HubSpot has a default API usage limit of 250,000 calls per day https://developers.hubspot.com/apps/api_guidelines .
This should be more than enough for the average user. If you frequently encounter the API usage limit error from your HubSpot rivers, check out their product-and-services-catalog.


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