Best practices: How to combine data from different HubSpot data entities?

The HubSpot data flow allows you to retrieve data separately from individual entities such as Deals, Contacts, Companies, and others. If you need to import a mix of fields from different entities, you can use Coupler’s features to combine them effectively and export to your preferred data destination.

Let’s walk through an example to illustrate how this can be done.

Use Case:

We need to import fields from Contacts ( e.g: email, jobtitle), and one field from Deals (e.g: dealname, amount, created date, etc). 

Step 1

Set up two HubSpot data sources within the same Data Flow with the following parameters:

HubSpot Data Source #1:

• Data entity: Contacts

That's how the imported Contacts data set looks:

HubSpot Data Source #2:

• Data entity: Deals

That's how the imported Deals data set looks now:

Step 2

Now, we need to find the field that is available in both Contacts and Deals data entities, so we can use it to join the data together. In our case, the field's name in Deals is:  associations.contacts and the field name in Contacts is hs_object_id.

We are going to join data from Contacts and Deals using this common field. Learn more about join and data stitching here.

As a result, we can now see the dataset combining Contacts with associated Deals columns. We can then filter out the columns to achieve our desired output - see more about Column Management here:

Multiple Associations Scenario

It might be the case that you have multiple association contacts, in this scenario, you can create a custom formula to fetch the first contact and use the new created column to join the data:

We'll then have a final result which can be sent to your preferred destination - remember to select your joined data set:

With that, you should be all set! Additionally, our team has prepared a dataset template, ready to use with the example above which you can find when setting up a new data flow here:

If you need assistance to combine Hubspot entities don't hesitate to get in touch with our team!