Hubspot

Guide to integrate your Hubspot data to Sprinkle

Datasource Concepts

Before setting up the datasource, learn about datasource concepts here

Step by Step Guide

STEP-1: Configure Connection

To learn about Connection, refer here

• Log into Sprinkle application

• Navigate to Datasources -> Connections Tab -> New Connection ->

• Select Hubspot

• Provide all the mandatory details

  • Name: Name to identify this connection

  • Connect to Hubspot

  • Advance Settings : Refer here

• Test Connection

• Create

STEP-2: Configure Datasource

To learn about datasource, refer here

• Navigate to Datasources -> Datasources Tab -> Add ->

• Select Hubspot

• Provide the name -> Create

• Connection Tab:

  • From the drop-down, select the name of connection created in STEP-2

  • Update

STEP-3: Create Dataset

Datasets Tab: To learn about Dataset, refer here. Add Dataset for each report/dataset that you want to integrate, providing following details

• Table Type (Required)

  • Deals, Contacts, Companies, Products, Tickets

    • All Properties

    • Multi-Select

      • Properties List

  • Events, Contact_List, Engagements, Forms, Email_Campaigns, Email_Subscription, Email_Subscription_Timeline

  • Email_Events, Marketing_Email_Statistics

    • Start Date

    • Batch Size

  • Properties

    • Properties Object Size: Select from CONTACTS, DEALS, COMPANIES, TICKETS, PRODUCTS

  • Form_Submissions

    • All Forms

    • Multi-Select

      • Form List

  • Analytics_Report

    • Object Type: The type of object that you want the analytics data for.for more details see this. Choose from EVENTCOMPLETIONS, FORMS, PAGES, SOCIAL_ASSISTS
    • Time Period: The time period used to group the data.You must include at least 1 filter when the :time_period is monthly, weekly, or daily. for more details see this. Choose from TOTAL, DAILY, WEEKLY, MONTHLY, SUMMARIZE_DAILY, SUMMARIZEWEEKLY, SUMMARIZE_MONTHLY
    • Filter: Filter the returned data to include only the specified breakdown. You must include at least 1 filter when the time_period is monthly, weekly, or daily. For example, when breaking down by sources and using d1=organic to drill down into organic search traffic, you can get the data for the specific keywords `hubspot` and `marketing` using f=hubspot&f=marketing. for more details see this
    • Start Date: From given date records will be downloaded. Date format must be YYYY-MM-DD.

    • Batch Size: Number of days for which records will be fetched in one run.

• Flatten Level(Required) : Select One Level or Multi Level. In one level, flattening will not be applied on complex type. They will be stored as string. In multi level, flattening will be applied in complex level till they become simple type.

• Destination Schema (Required) : Data warehouse schema where the table will be ingested into

• Destination Table name (Required) : It is the table name to be created on the warehouse. If not given, sprinkle will create like ds_<datasourcename>_<tablename>

• Destination Create Table Clause: Provide additional clauses to warehouse-create table queries such as clustering, partitioning, and more, useful for optimizing DML statements. Learn more on how to use this field.
• Create

STEP-4: Run and schedule Ingestion

In the Ingestion Jobs tab:

• Trigger the Job, using Run button

• To schedule, enable Auto-Run. Change the frequency if needed

Advanced Connection Settings

• API Read Timeout (In seconds) : Maximum time of inactivity between two data packets when waiting for the server's response. The default value is 30 seconds.

• API Connection Timeout (In seconds) : Time period within which a connection between a client and a server must be established.

• Retry Limit : Number of retries allowed when an API call fails. For example if an API call fails and retry limit is 5 then it will check 5 times for that API call and if it succeeded then it will stop checking.

• Retry Sleep Time (In milliseconds) : Given time, after which retry should happen in case an API call fails.

• Version: Hubspot library version

• Max Records : Maximum number of records to ingest in one run.

Dataset Fields

Company

• id (Primary Key)

• archived

• created_at

• about_us

• address

• address2

• annualrevenue

• city

• closedate

• country

• createdate

• days_to_close

• description

• domain

• first_contact_createdate

• first_deal_created_date

• founded_year

• hs_lastmodifieddate

• hs_lead_status

• hs_num_child_companies

• hs_parent_company_id

• hubspot_owner_assigneddate

• industry

• is_public

• name

• notes_last_contacted

• notes_last_updated

• notes_next_activity_date

• num_associated_contacts

• num_associated_deals

• numberofemployees

• phone

• recent_deal_amount

• recent_deal_close_date

• salesforcetotalrevenue

• state

• timezone

• total_money_raised

• total_revenue

• type

• website

• zip

• updated_at

Contact Form Submissions

• contact_id (Primary Key)

• form_id (Primary Key)

• form_submitted_at

Contacts

• id (Primary Key)

• huspot_owner_id

• createdAt

• annualrevenue

• archvied

• city

• closedate

• company

• country

• createdate

• days_to_close

• email

• engagements_last_meeting_booked

• fax

• first_deal_created_date

• firstname

• hs_buying_role

• hs_email_domain

• hs_lead_status

• hs_lifecyclestage_customer_date

• hs_lifecyclestage_evangelist_date

• hs_lifecyclestage_lead_date

• hs_lifecyclestage_marketingqualifiedlead_date

• hs_lifecyclestage_oppurtunity_date

• hs_lifecyclestage_other_date

• hs_lifecyclestage_salesqualifiedlead_date

• hs_lifecyclestage_subscriber_date

• hs_persona

• hs_sequences_enrolled_count

• hubspot_owner_assigneddate

• hubspotscore

• industry

• jobtitle

• lastname

• mobilephone

• notes_last_contacted

• notes_last_updated

• notes_next_activity_date

• num_associated_deals

• num_contacted_notes

• num_notes

• numemployess

• updatedAt

Deal Pipeline

• id (Primary Key)

• archived

• created_at

• display_order

• label

• updated_at

Deal Pipeline stage

• id (Primary Key)

• deal_pipeline_id (Primary Key)

• archived

• created_at

• display_order

• label

Deals

• id (Primary Key)

• archived

• created_at

• amount

• amount_in_home_currency

• hs_acv

• hs_arr

• closedate

• closed_lost_reason

• closed_won_reason

• createdate

• currency

• days_to_close

• description

• dealname

• hubspot_owner_id

• dealstage

• status

• dealtype

• forecast_amount

• deal_originator

• hubspot_team_id

• updatedAt

• monthly_revenue

• expected_volume

• pipeline

• mrr

Engagement

• id (Primary Key)

• active

• created_at

• created_by

• last_updated

• modified_by

• owner_id

• portal_id

• source

• source_id

• timestamp

• type

• uid

Engagement Call

• engagement_id (Foreign Key)

• callee_object_id

• callee_object_type

• calls_service_call_id

• diposition

• duration_milliseconds

• external_account_id

• external_id

• from_number

• recording_urlsource

• status

• title

• to_number

Engagement Email

• engagement_id (Foreign Key)

• attached_video_opened

• attached_video_watched

• bcc

• cc

• facsimile_send_id

• from_email

• from_first_name

• from_last_name

• from_raw

• html

• logged_from

• media_processing_status

• message_id

• pending_inline_image_ids

• post_send_status

• sender_email

• sent_via

• status

• subject

• text

• thread_id

• to

• tracker_key

• validation_skipped

Engagement Forwarded Email

• engagement_id (Foreign Key)

• attached_video_opened

• attached_video_watched

• bcc

• cc

• from_email

• from_first_name

• from_last_name

• from_raw

• html

• logged_from

• media_processing_status

• message_id

• pending_inline_image_ids

• sender_email

• subject

• text

• thread_id

• to

• tracker_key

• validation_skipped

Engagement Meeting

• engagement_id (Foreign Key)

• end_time

• external_url

• pre_meeting_prospect

• source

• start_time

• title

Engagement Note

• engagement_id (Foreign Key)

• body

Engagement Task

• engagement_id (Foreign Key)

• body

• for_object_type

• subject

• status

• subject

• task_type

• reminders

• send_default_reminder

• priority_is_all_day

• completion_date

Forms

• guid (Primary Key)

• archived

• createdAt

• formType

• name

• updatedAt

Line Item

• id (Primary Key)

• hs_product_id

• archived

• created_at

• properties_*

Owner

• id (Primary Key)

• archived

• created_at

• email

• first_name

• last_name

• updated_at

• user_id

Product

• id (Primary Key)

• archived

• created_at

• properties_*

Ticket

• id (Primary Key)

• closed_date

• createdate

• first_agent_reply_date

• hubspot_team_id

• hs_lastactivitydate

• hs_lastcontatcted

• last_reply_date

• hs_lastmodifieddate

• hs_nextactivitydate

• hs_num_times_contacted

• hubspot_owner_assigneddate

• hs_pipeline

• hs_ticket_priority

• source_type

• content

• hs_ticket_id

• subject

• hubspot_owner_id

• hs_pipeline_stage

• time_to_close

• first_agent_reply_date

Ticket Pipeline Stages

• id (Primary Key)

• pipeline_id (Primary Key)

• archived

• created_at

• display_order

• is_closed

• label

• ticket_state

• updated_at

Ticket Pipelines

• id (Primary Key)

• created_at

• label

• display_order

• archived

• updated_at