HubSpot connector reference

This reference explains in detail how to configure the HubSpot connector.

Configuration

To configure the HubSpot connector, follow these steps:

Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

Select the HubSpot datastream.

In the top navigation panel, click Settings.

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.

Timeline

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

Properties

These options are displayed based on the report type you choose above. For example, the Engagements (Lifetime) report type displays Engagement properties.

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.