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Loading hubspot Data to aws s3 using Python's dlt Library

Connecting other file destinations

This document describes how to set up loading to aws 3, but our filesystem source can not only load to s3, but also to Google Cloud Storage, Google Drive, Azure, or local filesystem. Learn more about this here.

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This page provides a technical guide on how to use the open-source Python library, dlt, to load data from HubSpot, a customer relationship management (CRM) software and inbound marketing platform, into AWS S3, a remote file system and bucket storage. HubSpot assists businesses in attracting visitors, engaging customers, and closing leads. AWS S3 uses fsspec to abstract file operations and is mainly used as a staging area for other destinations, but it can also be used to quickly build a data lake. More information on HubSpot can be found at https://www.hubspot.com.

dlt Key Features​

  • Fetching data from the GitHub API: Learn how to fetch data from the GitHub API using dlt. This section covers how to configure and use the API to fetch data. Learn More

  • Understanding and managing data loading behaviors: Understand how dlt manages data loading behaviors. This section covers how to append or replace your data. Learn More

  • Incrementally loading new data and deduplicating existing data: Learn how to incrementally load new data and deduplicate existing data using dlt. This section covers how to load only new data (incremental loading). Learn More

  • Making our data fetch more dynamic and reducing code redundancy: Learn how to make your data fetch more dynamic and reduce code redundancy using dlt. This section covers how to group resources. Learn More

  • Securely handling secrets: Learn how to securely handle secrets using dlt. This section covers how to handle secrets and make reusable data sources. Learn More

Getting started with your pipeline locally​

0. Prerequisites​

dlt requires Python 3.8 or higher. Additionally, you need to have the pip package manager installed, and we recommend using a virtual environment to manage your dependencies. You can learn more about preparing your computer for dlt in our installation reference.

1. Install dlt​

First you need to install the dlt library with the correct extras for AWS S3:

pip install "dlt[filesystem]"

The dlt cli has a useful command to get you started with any combination of source and destination. For this example, we want to load data from HubSpot to AWS S3. You can run the following commands to create a starting point for loading data from HubSpot to AWS S3:

# create a new directory
mkdir my-hubspot-pipeline
cd my-hubspot-pipeline
# initialize a new pipeline with your source and destination
dlt init hubspot filesystem
# install the required dependencies
pip install -r requirements.txt

The last command will install the required dependencies for your pipeline. The dependencies are listed in the requirements.txt:

dlt[filesystem]>=0.3.25

You now have the following folder structure in your project:

my-hubspot-pipeline/
├── .dlt/
│   ├── config.toml          # configs for your pipeline
│   └── secrets.toml         # secrets for your pipeline
├── hubspot/                   # folder with source specific files
│   └── ...
├── hubspot_pipeline.py        # your main pipeline script
├── requirements.txt         # dependencies for your pipeline
└── .gitignore               # ignore files for git (not required)

2. Configuring your source and destination credentials​

The dlt cli will have created a .dlt directory in your project folder. This directory contains a config.toml file and a secrets.toml file that you can use to configure your pipeline:

config.toml​

# put your configuration values here

[runtime]
log_level="WARNING"  # the system log level of dlt
# use the dlthub_telemetry setting to enable/disable anonymous usage data reporting, see https://dlthub.com/docs/telemetry
dlthub_telemetry = true

secrets.toml​

# 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!

[destination.filesystem]
bucket_url = "bucket_url" # please set me up!

[destination.filesystem.credentials]
aws_access_key_id = "aws_access_key_id" # please set me up!
aws_secret_access_key = "aws_secret_access_key" # please set me up!
Further help setting up your source and destinations

Please consult the detailed setup instructions for the AWS S3 destination in the dlt destinations documentation.

Likewise you can find the setup instructions for HubSpot source in the dlt verifed sources documentation.

3. Running your pipeline for the first time​

The dlt cli has also created a main pipeline script for you at hubspot_pipeline.py, as well as a folder hubspot that contains additional python files for your source. These files are your local copies which you can modify to fit your needs. In some cases you may find that you only need to do small changes to your pipelines or add some configurations, in other cases these files can serve as a working starting point for your code, but will need to be adjusted to do what you need them to do.

The main pipeline script will look something like this:

from typing import List
import dlt

from hubspot import hubspot, hubspot_events_for_objects, THubspotObjectType


def load_crm_data() -> None:
    """
    This function loads all resources from HubSpot CRM

    Returns:
        None
    """

    # Create a DLT pipeline object with the pipeline name, dataset name, and destination database type
    # Add full_refresh=(True or False) if you need your pipeline to create the dataset in your destination
    p = dlt.pipeline(
        pipeline_name="hubspot",
        dataset_name="hubspot_dataset",
        destination='filesystem',
    )

    # Run the pipeline with the HubSpot source connector
    info = p.run(hubspot())

    # Print information about the pipeline run
    print(info)


def load_crm_data_with_history() -> None:
    """
    Loads all HubSpot CRM resources and property change history for each entity.
    The history entries are loaded to a tables per resource `{resource_name}_property_history`, e.g. `contacts_property_history`

    Returns:
        None
    """

    # Create a DLT pipeline object with the pipeline name, dataset name, and destination database type
    # Add full_refresh=(True or False) if you need your pipeline to create the dataset in your destination
    p = dlt.pipeline(
        pipeline_name="hubspot",
        dataset_name="hubspot_dataset",
        destination='filesystem',
    )

    # Configure the source with `include_history` to enable property history load, history is disabled by default
    data = hubspot(include_history=True)

    # Run the pipeline with the HubSpot source connector
    info = p.run(data)

    # Print information about the pipeline run
    print(info)


def load_crm_objects_with_custom_properties() -> None:
    """
    Loads CRM objects, reading only properties defined by the user.
    """

    # Create a DLT pipeline object with the pipeline name,
    # dataset name, properties to read and destination database
    # type Add full_refresh=(True or False) if you need your
    # pipeline to create the dataset in your destination
    p = dlt.pipeline(
        pipeline_name="hubspot",
        dataset_name="hubspot_dataset",
        destination='filesystem',
    )

    source = hubspot()

    # By default, all the custom properties of a CRM object are extracted,
    # ignoring those driven by Hubspot (prefixed with `hs_`).

    # To read fields in addition to the custom ones:
    # source.contacts.bind(props=["date_of_birth", "degree"])

    # To read only two particular fields:
    source.contacts.bind(props=["date_of_birth", "degree"], include_custom_props=False)

    # Run the pipeline with the HubSpot source connector
    info = p.run(source)

    # Print information about the pipeline run
    print(info)


def load_web_analytics_events(
    object_type: THubspotObjectType, object_ids: List[str]
) -> None:
    """
    This function loads web analytics events for a list objects in `object_ids` of type `object_type`

    Returns:
        None
    """

    # Create a DLT pipeline object with the pipeline name, dataset name, and destination database type
    p = dlt.pipeline(
        pipeline_name="hubspot",
        dataset_name="hubspot_dataset",
        destination='filesystem',
        full_refresh=False,
    )

    # you can get many resources by calling this function for various object types
    resource = hubspot_events_for_objects(object_type, object_ids)
    # and load them together passing resources in the list
    info = p.run([resource])

    # Print information about the pipeline run
    print(info)


if __name__ == "__main__":
    # Call the functions to load HubSpot data into the database with and without company events enabled
    load_crm_data()
    load_crm_data_with_history()
    load_web_analytics_events("company", ["7086461639", "7086464459"])
    load_crm_objects_with_custom_properties()

Provided you have set up your credentials, you can run your pipeline like a regular python script with the following command:

python hubspot_pipeline.py

4. Inspecting your load result​

You can now inspect the state of your pipeline with the dlt cli:

dlt pipeline hubspot info

You can also use streamlit to inspect the contents of your AWS S3 destination for this:

# install streamlit
pip install streamlit
# run the streamlit app for your pipeline with the dlt cli:
dlt pipeline hubspot show

5. Next steps to get your pipeline running in production​

One of the beauties of dlt is, that we are just a plain Python library, so you can run your pipeline in any environment that supports Python >= 3.8. We have a couple of helpers and guides in our docs to get you there:

The Deploy section will show you how to deploy your pipeline to​

  • Deploy with Github Actions: dlt supports deployment through Github Actions. This CI/CD runner allows you to automate your data pipeline deployment process.
  • Deploy with Airflow: You can also use Airflow to manage your dlt data pipeline. This platform simplifies the process of designing, scheduling, and monitoring data pipelines.
  • Deploy with Google Cloud Functions: dlt can be deployed with Google Cloud Functions. This is a serverless execution environment that makes it easy to build and scale your data pipelines.
  • Explore other deployment options: For more ways to deploy dlt, check out the deployment guides on the official documentation.

The running in production section will teach you about:​

  • Monitor your pipeline: dlt provides a robust monitoring system to ensure your data pipeline runs smoothly and efficiently. You can inspect the load info and trace, save them, and also alert on schema changes. Learn more about how to monitor your pipeline.
  • Set up alerts: With dlt, you can set up alerts to notify you of any issues or changes in your data pipeline. This allows you to respond quickly and effectively to any potential problems. Learn how to set up alerts.
  • Set up tracing: Tracing in dlt allows you to track the execution of your data pipeline, providing valuable insights into its performance and efficiency. Learn how to set up tracing.

Available Sources and Resources​

For this verified source the following sources and resources are available

Source hubspot​

Hubspot source provides data on companies, contacts, deals, and customer service tickets.

Resource NameWrite DispositionDescription
companiesreplaceInformation about organizations
contactsreplaceVisitors, potential customers, leads
dealsreplaceDeal records, deal tracking
productsreplacePricing information of a product
quotesreplacePrice proposals that salespeople can create and send to their contacts
ticketsreplaceRequest for help from customers or users

Additional pipeline guides​

This demo works on codespaces. Codespaces is a development environment available for free to anyone with a Github account. You'll be asked to fork the demo repository and from there the README guides you with further steps.
The demo uses the Continue VSCode extension.

Off to codespaces!

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