Collectors
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      HubSpot Collectors

      Overview

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

      • Contact List
      • Deals
      • File
      • Owners
      • Pipelines
      • Tickets

      • Query

        • Calls

        • Custom (dynamically populated)

        • Communications

        • Companies

        • Contacts

        • Deals

        • Emails

        • Feedback Submissions

        • Quotes

        • Quote Template

        • Line Items

        • Meetings

        • Notes

        • Postal Mail

        • Products

        • Tasks

        • Tickets

      Queries can include filters and sort orders.

      Configuration

      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.

      image-20201013-173104

      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.

      image-20201013-182812

      Operators

       

      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

      image-20201013-180441Sort

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

      image-20201013-190526

      NOTE: HubSpot collector is capped between 8000-10000 records. Apply filters to reduce the number of the records to be collected.

      To learn more about HubSpot API requirements, please visit HubSpot APIs | Getting started.