HubSpot

HubSpot is an all-in-one inbound marketing, sales, and customer service platform that helps businesses attract, engage, and delight customers. It provides a suite of integrated tools and features designed to support various aspects of the customer journey and streamline marketing, sales, and service processes.

Features

Feature name	Supported
Column Hashing	True	Field level
Blocking	True	Field level
Incremental	True
Custom data	False
History	False
ReSync	True	Table level
Templates	True

Data Schema

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🔧 Setup Guide - ELT

Step 1 - Begin Configuration

1. In the connector setup form, enter the destination schema name of your choice.
2. Click Authorize to allow Weld to access your HubSpot account using OAuth. You will be redirected to your HubSpot account.

Step 2 - Select HubSpot account.

1. Log into your HubSpot account. Remember to login with a user having Super Admin access.
2. In the Choose an account list, select the account you want to sync.

Step 3 - Grant access to Weld

1. Click Grant Access to allow Weld to connect to your HubSpot app. When authorization is complete, you will be redirected back to the Weld connections overview. The configuration is completed.

Step 4 - Data To Sync

1. Select the pre-built reports you wish to include in the sync.
   You can view the schema, remove columns or hash sensitive information.

Step 5 - Configure Sync

1. Select how often you would like the data to sync.
2. Provide a unique destination table name.

Weld will take over from here and commence syncing data from your HubSpot account.

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🔧 Setup Guide - Reverse ETL

HubSpot reverse ETL allows you to sync data on a schedule from your Weld App automatically into your HubSpot account. You can sync data from your SQL models to the following HubSpot objects:

• company (insert, update and upsert)
• contact (insert, update and upsert)
• deals (insert, update and upsert)
• line_items (insert, update and upsert)
• tickets (insert, update and upsert)
• products (insert, update and upsert)
• associations (insert only)

Step 1 - Authenticate

1. Click on the Reverse ETL button in the side bar and click + New on the top right.
2. Select the HubSpot connector from the drop down menu or else click + Add new connection to authorize the connector:
   1. In the connector setup form, enter the destination schema name of your choice.
   2. Click Authorize to allow Weld to access your HubSpot account using OAuth. You will be redirected to your HubSpot account.
   3. Log into your HubSpot account. Remember to login with a user having Super Admin access.
   4. In the Choose an account list, select the account you want to sync.
   5. Click Grant Access to allow Weld to connect to your HubSpot app. When authorization is complete, you will be redirected back to the Weld connections overview. The configuration is completed.

Step 2 - Begin Configuration

1. Select your object:
   • contact
   • company
   • deals
   • line_items
   • tickets
   • products
   • associations
2. For Associations:
   1. Select From object type and To object type
   2. Select or create the Association

Step 3 - Model

1. Choose the SQL model that contains the data that you would like to sync.

Step 4 - Sync Operation

Choose how you would like to sync your data:

• Update: Updates exisiting records;
• Insert: Inserts new records;
• Upsert: Inserts new records and updates already synced data.

Step 5 - Schedule

Choose how often you would like the sync to run. You can choose to have the sync running on an independent schedule or as part of an orchestration workflow.

Step 6 - Mapping

Primary key: Select the unique identifier fields to match your record between your source and destination (this is usually the email or ID).

Map the column from your data model to the property in HubSpot.