HubSpot
HubSpot is a customer relationship management software that helps businesses attract visitors, connect with customers, and close deals.
Bruin supports HubSpot as a source for Ingestr assets, and you can use it to ingest data from HubSpot into your data warehouse.
In order to set up HubSpot connection, you need to add a configuration item in the .bruin.yml
file and in asset
file. You will need the api_key
. For details on how to obtain these credentials, please refer here.
Follow the steps below to correctly set up HubSpot as a data source and run ingestion.
Step 1: Add a connection to .bruin.yml file
To connect to HubSpot, you need to add a configuration item to the connections section of the .bruin.yml file. This configuration must comply with the following schema:
connections:
hubspot:
- name: "my-hubspot"
api_key: "pat-123"
name
: The name of the connectionapi_key
: The API key is used for authentication with the HubSpot API
Step 2: Create an asset file for data ingestion
To ingest data from HubSpot, you need to create an asset configuration file. This file defines the data flow from the source to the destination. Create a YAML file (e.g., hubspot_ingestion.yml) inside the assets folder and add the following content:
name: public.hubspot
type: ingestr
connection: postgres
parameters:
source_connection: my-hubspot
source_table: 'companies'
destination: postgres
name
: The name of the asset.type
: Specifies the type of the asset. Set this to ingestr to use the ingestr data pipeline.connection
: This is the destination connection, which defines where the data should be stored. For example:postgres
indicates that the ingested data will be stored in a Postgres database.source_connection
: The name of the hubspot connection defined in .bruin.yml.source_table
: The name of the data table in hubspot that you want to ingest. For example,companies
is a data table in hubspot that you may want to ingest. You can find the available source tables in hubspot here.
Step 3: Run asset to ingest data
bruin run assets/hubspot_ingestion.yml
As a result of this command, Bruin will ingest data from the given HubSpot table into your Postgres database.