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.
The 2 steps to complete the setup
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)
You may choose specific columns to import in the "Columns" setting. This is how the chosen columns will look:
If the "Columns" setting is left empty, we will import a list of all basic and custom columns available for the chosen data entity.
If you wish to import only specific columns, you can select them in the "Columns" setting picker one by one, or copy-paste the needed column names from an external file, or from the Transfomrations tab in Coupler.io. Coupler.io will preserve your inserted columns' order.
Copy-pasting from an external file:
Copy-pasting from Transformations in Coupler.io:
If you specify the column names manually, rather than importing all columns or selecting the available ones from the drop-down picker, please ensure that the internal Hubspot names are entered correctly, without any extra spaces or invisible characters. This will ensure that the data is properly displayed in your destination. Otherwise, you may only see the column headers without any corresponding data. See how to define the column's internal name.
Note: if you specify the columns manually and include dealstage_name, pipeline_name, hubspot_owner_name, and similar name columns, you need to also include their corresponding ID columns, such as dealstage, pipeline, hubspot_owner_id. Otherwise, the name columns will be returned empty.
Return Ids for lookups instead of labels Feature:
This feature allows you to either import your data in its original form (as IDs) or with the display value (label) instead. For example, in HubSpot, you might have properties like "Contact Owner" or "Deal Stage." Instead of importing the actual name of the owner or the label for the deal stage (like "Prospecting" or "Closed/Won"), the data flow will retrieve the ID associated with those properties.
This is an example of how the same value can look different when the Toggle is ON or OFF:
Toggle ON:
Toggle OFF:
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:
Read more about advanced filter usage and check examples here.
Note: You can add up to 2 filters in the data flow settings. If you set up 3 or more filters in the same data flow, 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.