HubSpot

Using the Erathos platform:

Creating a data pipeline with HubSpot data

Connect to HubSpot

• Using Erathos click in explore data sources or in connectors on the left side menu (the second icon).

• Select HubSpot connector and name your connection

When selecting HubSpot as a new connector on the Erathos platform, you will need to authorize the connection by simply logging into the HubSpot account associated with your browser.

Just click on 'Authorize integration' as shown in the attachment below:

• Select the proper HubSpot account

• Connect app

Don't forget to click on Save and test to advance to the next steps of the integration.

Manage Jobs

With this connection created you can seemlessly move your HubSpot data to your BigQuery, Redshift or Postgres data-warehouse.

• Click in manage jobs to select endpoints and schedule pipeline runs.

• Name your schema

  • Your schema name is where all the tables will be created (you won't be able to change this later)

  
• Activate jobs

  • Select a sync frequency

  • Select a sync type

  • Select a sync time

• Select fields (optional)

  • Click "Open" beside the endpoint name to see all the fields available

  • If you don't to this, all the fields will be selected automatically.

• All the tables in your data warehouse will be the same as the endpoint name

Create a destination

• Click in settings on the left side menu

• Go to destination in the workspace menu

• Select the chosen destination and fill the necessary information to connect

  • BigQuery self hosted

  • BigQuery hosted by Erathos (in case that you don't have a data warehouse yet)

  • Databricks

  • PostgreSQL

  • Redshift

  • S3 Iceberg

Disconnect the app

• Login and click on the HubSpot connection

• Go to the settings tab

• Delete connection

  

Note: If you delete the connection you will still have access to the data in your destination, but it will not be up-to-date anymore.

• You can also uninstall the app in HubSpot, please check the "Uninstall an app" topic on the following documentation: Uninstall an app

What endpoints can I access with the Erathos platform?

• communications

• deal_history

• contacts_tickets_associations

• contacts_deals_associations

• feedback_submissions

• line_items

• products

• quotes

• goal_targets

• calls

• emails

• meetings

• notes

• postal_mail

• tasks

• owners

• deals_pipelines

• tickets_pipelines

• companies

• deals_tickets_associations

• deals

• contacts

• tickets

• companies_tasks_associations

• companies_calls_associations

• deals_tasks_associations

• deals_calls_associations

• companies_contacts_associations

• companies_deals_associations

• companies_tickets_associations

• contacts_meetings_associations

• contacts_calls_associations

• contacts_emails_associations

• contacts_communications_associations

• tickets_meetings_associations

• tickets_calls_associations

• tickets_emails_associations

• tickets_communications_associations

• analytics_reports_sources

• analytics_reports_sources_breakdowns

• marketing_emails

• form_submission