HubSpot Collectors

Owned by Lesley Anderson (Unlicensed)
Last updated: Sept 13, 2023 by Amanda Schertzer
3 min read

Overview

The HubSpot collector can query data from the following HubSpot tables:

  • Contact List

  • File

  • Owners

  • Pipelines

  • Query

    • Calls

    • Custom (dynamically populated)

    • Communications

    • Companies

    • Contacts

    • Deals

    • Emails

    • Feedback Submissions

    • Quotes

    • Line Items

    • Meetings

    • Notes

    • Postal Mail

    • Products

    • Tasks

    • Tickets

Queries can include filters and sort orders.

Configuration

Field

Required

Comments

Field

Required

Comments

Type

Required

HubSpot

Name

Required

Free-text

Data Source

Required

Select from list of configured data sources. Data sources are configured separately.

Credential

Required

Select from the list of configured HubSpot credentials.

HubSpot Collector Type

Required

Select Contact List, Owners or Query.

Schema

Required

Free-text
If a schema with this name does not already exist, one will be created under the selected data source.

Select

  1. Tables which can be queried are listed in the Object box.

  2. Once a table has been selected, the total number of available fields will be displayed. (This number decrements as fields are selected for the query.)

  3. Select the fields which you wish to query.

  4. Then click the right chevron (>) to add these to the query.

  5. The total number of columns selected for the query increases as more fields are added.

  6. If you know the name of the field you wish to add or remove from the query, then you can use the search boxes to filter the field list view.

Filter

Each filter requires a field name (property) and an operator. Most also require a value.

Properties

Click into the property field to display a list of available fields. Typing into the property field will filter the field list.

Operators

Operator

Description

Operator

Description

EQ

<Property> equals <Value>

NEQ

<Property> does not equal <Value>

LT

<Property> is less than <Value>

LTE

<Property> is less than or equal to <Value>

GT

<Property> is greater than <Value>

GTE

<Property> is greater than or equal to <Value>

Has_Property

Has any value in <Property> field
Does not require a value.

Not_Has_Property

Does not have a value in <Property> field
Does not require a value.

Contains_Token

<Property> contains the word <Value>
Must be a full word not partial.

Not_Contains_Token

<Property> does not contain word <Value>
Must be a full word not partial.

Filter Groups

When multiple filters are provided within a filterGroup, they will be combined using a logical AND operator. When multiple filterGroups are provided, they will be combined using a logical OR operator. The system supports a maximum of three filterGroups with up to three filters each.

HubSpot Documentation

 

Sort

An ascending sort order can be applied for one or more fields.

 

To learn more about HubSpot API requirements, please visit https://developers.hubspot.com/docs/api/overview.