HubSpot
HubSpot is a customer relationship management (CRM) software and inbound marketing platform that helps businesses to attract visitors, engage customers, and close leads.
This Hubspot dlt
verified source and
pipeline example
loads data using “Hubspot API” to the destination of your choice.
Name | Description |
---|---|
contacts | visitors, potential customers, leads |
companies | information about organizations |
deals | deal records, deal tracking |
tickets | request for help from customers or users |
products | pricing information of a product |
quotes | price proposals that salespeople can create and send to their contacts |
hubspot_events_for_objects | web analytics events for a given object type and object ids |
To get details about endpoints that can be loaded, see hubspot/settings.py.
Setup Guide
Grab credentials
Note: As of November 30, 2022, HubSpot API Keys are being deprecated and are no longer supported. Instead, we recommend to authenticate using a private app access token or OAuth access token.
Create a private app and get an authentication token before running the pipeline example. Follow these steps:
In HubSpot, click the ⚙️ icon to access settings.
Under "Account Setup" in the left sidebar, choose "Integrations" > "Private Apps".
Select “Create a private app”.
In the “Basic Info” tab, provide a name and description.
In the “Scopes” tab, grant:
- Read scopes for CMS, CRM, and Settings.
- Permissions for:
business-intelligence, actions, crm.export, e-commerce, oauth, tickets
Click "Create app" > "Continue Creating".
Click "Show token" and store it for ".dlt/secrets.toml".
Note: The Hubspot UI, which is described here, might change. The full guide is available at this link.
Initialize the verified source
To get started with your data pipeline, follow these steps:
Enter the following command:
dlt init hubspot duckdb
This command will initialize the pipeline example with Hubspot as the source and duckdb as the destination.
If you'd like to use a different destination, simply replace
duckdb
with the name of your preferred destination.After running this command, a new directory will be created with the necessary files and configuration settings to get started.
For more information, read the guide on how to add a verified source.
Add credentials
Inside the
.dlt
folder, you'll find a file calledsecrets.toml
, which is where you can securely store your access tokens and other sensitive information. It's important to handle this file with care and keep it safe. Here's what the file looks like:# put your secret values and credentials here
# do not share this file and do not push it to github
[sources.hubspot]
api_key = "api_key" # please set me up!Replace the access_token value with the previously copied one to ensure secure access to your Hubspot resources.
Enter credentials for your chosen destination as per the docs.
For more information, read the General Usage: Credentials.
Run the pipeline
- Before running the pipeline, ensure that you have installed all the necessary dependencies by
running the command:
pip install -r requirements.txt
- You're now ready to run the pipeline! To get started, run the following command:
python hubspot_pipeline.py
- Once the pipeline has finished running, you can verify that everything loaded correctly by using
the following command:For example, the
dlt pipeline <pipeline_name> show
pipeline_name
for the above pipeline example ishubspot_pipeline
, you may also use any custom name instead.
For more information, read the guide on how to run a pipeline.
Sources and resources
dlt
works on the principle of sources and
resources.
Default endpoints
You can write your own pipelines to load data to a destination using this verified source. However, it is important to note the complete list of the default endpoints given in hubspot/settings.py.
Source hubspot
This function returns a list of resources to load companies, contacts, deals, tickets, products, and web analytics events data into the destination.
@dlt.source(name="hubspot")
def hubspot(
api_key: str = dlt.secrets.value,
include_history: bool = False,
) -> Sequence[DltResource]:
...
api_key
: The key used to authenticate with the HubSpot API. Configured in "secrets.toml".
include_history
: This parameter, when set to "True", loads the history of property changes for the
specified entities.
Resource companies
This resource function fetches data from the "companies" endpoint and loads it to the destination, replacing any existing data.
@dlt.resource(name="companies", write_disposition="replace")
def companies(
api_key: str = api_key,
include_history: bool = include_history,
props: Sequence[str] = DEFAULT_COMPANY_PROPS,
include_custom_props: bool = True,
) -> Iterator[TDataItems]:
"""Hubspot companies resource"""
yield from crm_objects(
"company",
api_key,
include_history=include_history,
props=props,
include_custom_props=include_custom_props,
)
This resource function takes the same arguments, api_key
and include_history
as the "husbpot"
source described above, but also supports two additional.
include_custom_props
- indicates if all the properties of CRM objects, except Hubspot driven
(prefixed with hs_
), are to be extracted. props
- the list of properties to extract
in addition to the custom properties. Similar to this, resource functions "contacts",
"deals", "tickets", "products", and "quotes" retrieve data from the Hubspot API.
Resource hubspot_events_for_objects
This function loads web analytics events for specific objects from Hubspot API into the destination.
@dlt.resource
def hubspot_events_for_objects(
object_type: THubspotObjectType,
object_ids: List[str],
api_key: str = dlt.secrets.value,
start_date: pendulum.DateTime = STARTDATE,
) -> DltResource:
...
object_type
: One of the Hubspot object types as defined in
hubspot/settings.py..
object_ids
: List of object ids to track events.
api_key
: The key used to authenticate with the HubSpot API. Configured in "secrets.toml".
start_date
: The initial date time from which start getting events, default to "01-01-2000",
configured in
hubspot/settings.py..
Customization
Create your own pipeline
If you wish to create your own pipelines, you can leverage source and resource methods from this verified source.
Configure the pipeline by specifying the pipeline name, destination, and dataset as follows:
pipeline = dlt.pipeline(
pipeline_name="hubspot", # Use a custom name if desired
destination="duckdb", # Choose the appropriate destination (e.g., duckdb, redshift, post)
dataset_name="hubspot_data" # Use a custom name if desired
)To read more about pipeline configuration, please refer to our documentation.
To load all the data from contacts, companies, deals, products, tickets, and quotes into the destination.
load_data = hubspot()
load_info = pipeline.run(load_data)
print(load_info)To load data from contacts and companies, with time history using "with_resources" method.
load_data = hubspot(include_history=True).with_resources("companies","contacts")
load_info = pipeline.run(load_data)
print(load_info)include_history
loads property change history and entities as separate tables. By default set as False.
By default, all the custom properties of a CRM object are extracted. If you want only particular fields, set the flag
include_custom_props=False
and add a list of properties with theprops
arg.load_data = hubspot()
load_data.contacts.bind(props=["date_of_birth", "degree"], include_custom_props=False)
load_info = pipeline.run(load_data.with_resources("contacts"))If you want to read all the custom properties of CRM objects and some additional (e.g. Hubspot driven) properties.
load_data = hubspot()
load_data.contacts.bind(props=["hs_content_membership_email", "hs_content_membership_email_confirmed"])
load_info = pipeline.run(load_data.with_resources("contacts"))
To load the web analytics events of a given object type.
resource = hubspot_events_for_objects("company", ["7086461639", "7086464459"])
# Here, object type : company, and object ids : 7086461639 and 7086464459
load_info = pipeline.run([resource])
print(load_info)This function uses "object_type" and "object_id" as arguments.
This function loads data incrementally and tracks the
occurred_at.last_value
parameter from the previous pipeline run. Refer to our official documentation for more information on incremental loading.
Additional info
If you encounter the following error while processing your request:
Your request to HubSpot is too long to process. Maximum allowed query length is 2000 symbols, ... while your list is 2125 symbols long.
Please note that by default, HubSpot requests all default properties and all custom properties (which are user-created properties in HubSpot). Therefore, you need to request specific properties for each entity (contacts, companies, tickets, etc.).
Default properties are defined in settings.py
, and you can change them.
The custom properties could cause the error as there might be too many of them available in your HubSpot.
To change this, you can pass include_custom_props=False
when initializing the source:
info = p.run(hubspot(include_custom_props=False))
Or, if you wish to include them, you can modify settings.py
.
Additional Setup guides
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