HubSpot data source

Learn how to set up a HubSpot data source and then move this data to one of the supported by Coupler.io data destinations.

Video tutorial:

The 2 steps to complete the setup

1. Set up your data source
2. Set up your data destination

1. Set up your data source

1.1. Select an application: HubSpot

1.2. Connect a HubSpot account

• Click CONNECT.
• Log in to the chosen HubSpot account. 
• Coupler.io will need access to view your HubSpot data. Click Allow to grant access.

1.3. Select a data entity 

Select a data category to import: Deals, Contacts, Companies, Products, Line items.

1.4. Specify columns to be imported (optional)

Specify the names of basic and custom columns to be imported. Enter each of them in a new line. Order them the way you want and Coupler.io will preserve your data shape.

Example:

id
amount
amount_in_home_currency

If you leave this field empty, Coupler.io will import a list of basic columns and all custom columns. After that, you can easily copy-paste the names of needed columns to be imported in future imports. 

If you don't see some column in the destination file after the import with the ' Columns' field empty, add the internal HubSpot name of the column to the columns list. See how to define the column's internal name.

If you defined a list of columns, but your destination file has only header names without actual data, please check if your column names do not contain spaces or other non-visible characters:

1.5. Provide date filters (optional)

It is possible to filter data using 4 date filters:

• Created after date - refers to the creation date of a selected data entity
• Created before date - refers to the creation date of a selected data entity
• Updated after date -  refers to the creation date of a selected data entity 
• Updated before date - refers to the updating date of a selected data entity 

Date filters support dates in the following formats:

• YYYY-MM-DD: as example 2022-05-10
• date macro: as examples: {{today}}, {{yesterday}}, {{thismonthstart}}, {{thisyearstart}} 

1.6. Provide advanced filters (optional)

It is possible to filter data by any indexed HubSpot field (basic or custom). To define an advanced filter, you need to:

• enter property name (e.g. "dealstage")
• select condition (one of the available options: Equal / Not equal, Contains / Doesn’t contain, Greater than / Less than, Greater than or equal to / Less than or equal to, Has a value / Doesn’t have a value)
• enter value (e.g. "closedwon")

You can use up to 2 filters:

Note: You can add up to 2 filters in the importer settings. If you set up 3 or more filters in the same importer, you will receive an execution error: 

2. Set up your data destination

Continue the integration setup depending on the destination to which you want to import data. See the full list of supported data destinations and follow the setup guide for the chosen one.