Collecting data from HubSpot

This guide explains how to collect data from HubSpot. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.

Introduction

For a list of the fields that you can collect from HubSpot, see Hubspot.

Creating a datastream to collect data from HubSpot

The basics of creating a datastream to collect data from any data source are explained in our guide to Creating a datastream. This guide contains information about the specific steps to create a datastream to fetch data from HubSpot.

Configuration: Choose the data you want to collect from HubSpot

To choose what data to collect and customize the HubSpot datastream configuration, follow these steps:

1. (Optional) Rename your datastream.

2. In Report type, select the type of data to collect from HubSpot.

3. In Properties, change the list of fields that you want to see in your data extract.

What's next?

• Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.

• Transform your data to meet your needs by creating and applying transformations to your datastream.

• Load your data into Explore & Present to visualize your data in Adverity

• Load your data into an external destination of your choice

Advanced HubSpot tips

Report types

The available report types for the HubSpot connector are the following:

All Companies

Collect data for all Companies in your HubSpot account. Adverity collects all available information from HubSpot and does not apply the date range in the fetch. For more information, see the HubSpot documentation.

All Contacts

Collect data for all Contacts in your HubSpot account. Adverity collects all available information from HubSpot and does not apply the date range in the fetch. For more information, see the HubSpot documentation.

Deals

Collect data for all Deals in your HubSpot account. Adverity applies the date range that you select in the fetch. For example, if you select 2021-02-11, Adverity only collects data about deals with a createdate of 2021-02-11. For more information, see the HubSpot documentation.

Email Events and Campaign Statistics

Collect data on events generated by marketing emails or email campaigns. This report type also collects data on particular email events that occur in the selected fetch time range. Use this report to collect campaign data associated with the email and the latest statistics, such as the number of emails delivered, opened, processed and sent. For more information, see the HubSpot documentation.

Engagements (Lifetime)

Collect data for all Engagements in your HubSpot account. Adverity applies the date range that you select in your fetch. For example, if you select 2021-02-11, Adverity only collects data about deals with a timestamp of 2021-02-11. For more information, see the HubSpot documentation.

Forms

Collect all form fields that have been created on a particular form in a portal. Forms are standard website forms that can be used to generate website leads. For more information, see the HubSpot documentation.

Lists

Collect data for all Contact Lists in your HubSpot account. Adverity collects all available information from HubSpot and does not apply the date range in the fetch. For more information, see the HubSpot documentation.

Marketing Email Statistics

Collect data for all marketing emails in your HubSpot account. Adverity collects all available information from HubSpot and does not apply the date range in the fetch. For more information, see the HubSpot documentation.

To gather Marketing Email Statistics data, the HubSpot account used to set up the authorization in Adverity must have the super admin user permissions configured in the HubSpot user interface. For more information on granting the HubSpot account super admin user permissions, follow the instructions in the HubSpot documentation.

Pages

Collect data on website pages that are available for tracking in HubSpot. Use this report to organize and manage page content. Adverity collects all available information from HubSpot and does not apply the date range in the fetch. For more information, see the HubSpot documentation.

Social Media Channels and Posts

Collect data for all broadcasts sent out through your social media channels. A broadcast is a specific social message posted to a single social network. For more information, see the HubSpot documentation.

Workflows

Collect data for the workflows in your HubSpot account. For more information, see the HubSpot documentation.

Configuring data collection from HubSpot

In the Settings tab of your HubSpot datastream overview, you can adjust additional settings:

Create Timeline

Select this checkbox to create a timeline from columns in date format.

Lists

Select the lists for which to collect data.

Campaigns

Select the campaigns for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

Event types

Select the event types for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

Forms

Select the forms for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

Pages

Select the pages for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

Workflows

Select workflows for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

Include errors

Select this checkbox to include the workflow validation error and warning codes in the data extract.

Fields

Select the fields that you want to see in your data extract.

The Properties section of the Settings tab displays different options depending on the report type you choose above:

Contact properties

Choose fields from the Contact API response to include them in your data extract.

Company properties

Choose fields from the Companies API response to include them in your data extract.

Deal properties

Choose fields from the Deal API response to include them in your data extract.

Engagement properties

Choose fields from the Engagement API response to include them in your data extract.

Include historical values

For the All Contacts report type, select the Include historical values checkbox to receive all data and their historical versions. Adverity collects all available information from HubSpot and does not apply the date range in the fetch.

Deal properties history

In the Deals report type, select a deal property in the Deal properties history field to receive all historical values for the deal property. The data extract includes all versions of the selected deal property. You cannot enter the same value in the Deal properties and the Deal properties history fields. Adverity collects all available information from HubSpot and does not apply the date range in the fetch.

Channels

Select the channels for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

Display limit

Set the number of returned posts.