HubSpot as a data source

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1. Add your HubSpot access

1. In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Hubspot option from the list of connectors.
2. Click Next and you’ll be prompted to add your access. Login with a Hubspot account that has Super Admin permissions in order to install the Nekt app into the workspace.
3. The Start Date is the date of the first record you want to sync with.
4. Enable the following toggle buttons if you want to extract data of entities related to deals or contacts. This significantly increases the extraction time, but you have this option and can even decide which data should be connected and which should not by editing the field that will open below it.
5. Click Next.

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2. Select your Hubspot streams

1. The next step is letting us know which streams you want to bring. You can select entire groups of streams or only a subset of them.

   Tip: The stream can be found more easily by typing its name.

2. Click Next.

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3. Configure your Hubspot data streams

1. Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will effectively contain the fetched data) and the type of sync.

• Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
• Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
• Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
• Sync Type: depending on the data you are bringing to the lake, you can choose between INCREMENTAL and FULL_TABLE. Read more about Sync Types here.

2. Click Next.

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4. Configure your Hubspot data source

1. Describe your data source for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.
2. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).
3. Optionally, you can define some additional settings (if available).

• Configure Delta Log Retention and determine for how log we should store old states of this table as it gets updated. Read more about this resource here.
• Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.

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Check your new source!

1. Click Next to finalize the setup. Once completed, you’ll receive confirmation that your new source is set up!
2. You can view your new source on the Sources page. Now, for you to be able to see it on your Catalog, you have to wait for the pipeline to run. You can now monitor it on the Sources page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your new table will appear in the Catalog section.

If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!

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Available Streams and Fields

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Common data transformations

SELECT
	-- list the regular columns you want to see in the final table
	id,
	createdat,
	updatedat,
	archived,
	_nekt_sync_at,
	-- list the fields that come inside 'properties' column and you want to have a specific column for
	properties.name,
	properties.price,
	properties.description
FROM
   -- example: "nekt.raw"."hubspot_products"
	"nekt_layer"."table_name"

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Use Cases

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1. Sales Performance Analytics

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2. Customer Journey Analysis