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tap-hubspot

tap-hubspot is a Singer tap for Hubspot.

Built with the Meltano Singer SDK.

Capabilities

  • catalog
  • state
  • discover
  • about
  • stream-maps
  • schema-flattening
  • batch

Settings

Setting Required Default Description
access_token False None Token to authenticate against the API service
client_id False None The OAuth app client ID.
client_secret False None The OAuth app client secret.
refresh_token False None The OAuth app refresh token.
start_date False None Earliest record date to sync
end_date False None Latest record date to sync
stream_maps False None Config object for stream maps capability. For more information check out Stream Maps.
stream_map_config False None User-defined config values to be used within map expressions.
flattening_enabled False None 'True' to enable schema flattening and automatically expand nested properties.
flattening_max_depth False None The max depth to flatten schemas.
batch_config False None
custom_object_types False None List of HubSpot custom CRM object type names to sync (e.g. ['patches']). Requires HubSpot Enterprise and crm.objects.custom.read + crm.schemas.custom.read scopes.

A full list of supported settings and capabilities is available by running: tap-hubspot --about

Elastic License 2.0

The licensor grants you a non-exclusive, royalty-free, worldwide, non-sublicensable, non-transferable license to use, copy, distribute, make available, and prepare derivative works of the software.

Installation

pipx install git+https://github.com/MeltanoLabs/tap-hubspot.git

Configure using environment variables

This Singer tap will automatically import any environment variables within the working directory's .env if the --config=ENV is provided, such that config values will be considered if a matching environment variable is set either in the terminal context or in the .env file.

Source Authentication and Authorization

A Hubspot access token is required to make API requests. (See Hubspot API docs for more info)

Streams

Stream Replication Description
contacts Incremental People in your HubSpot CRM
companies Incremental Company records in your CRM
deals Incremental Sales opportunities and pipeline deals
leads Incremental Individual sales leads linked to a contact and company (objectTypeId: 0-136)
line_items Incremental Products attached to deals
goal_targets Incremental Sales and activity goal records
calls Incremental Call engagement records
communications Incremental Communication engagement records
emails Incremental Email engagement records
meetings Incremental Meeting engagement records
notes Incremental Note engagement records
postal_mail Incremental Postal mail engagement records
tasks Incremental Task engagement records
owners Full Table HubSpot users who own CRM records
users Full Table Users in your HubSpot account
teams Full Table HubSpot Teams and their member user IDs
products Full Table Product library items
tickets Full Table Customer support tickets
quotes Full Table Sales quotes
feedback_submissions Full Table Customer feedback survey responses
ticket_pipelines Full Table Ticket pipeline and stage definitions
deal_pipelines Full Table Deal pipeline and stage definitions
email_subscriptions Full Table Email subscription type definitions
properties Full Table Property definitions for all CRM object types

Permissions

The following scopes need to be added to your access token to access the following endpoints:

  • Contacts: crm.objects.contacts.read
  • Companies: crm.objects.companies.read
  • Deals: crm.objects.deals.read
  • Leads: crm.objects.leads.read
  • Owners: crm.objects.owners.read
  • Users: settings.users.read
  • Teams: settings.users.teams.read
  • Feedback Submissions: crm.objects.feedback_submissions.read
  • Calls: crm.objects.calls.read
  • Communications: crm.objects.communications.read
  • Emails: sales-email-read
  • Meetings: crm.objects.meetings.read
  • Notes: crm.objects.notes.read
  • Postal Mail: crm.objects.postal_mail.read
  • Tasks: crm.objects.tasks.read
  • Line Items: e-commerce
  • Products: e-commerce
  • Tickets: tickets
  • Ticket Pipelines: tickets
  • Deal Pipelines: crm.objects.deals.read
  • Quotes: crm.objects.quotes.read
  • Goal Targets: crm.objects.goals.read
  • Email Subscriptions: content
  • Properties: same scopes as the corresponding object type
  • Custom Objects: crm.objects.custom.read and crm.schemas.custom.read (HubSpot Enterprise only)

For more info on the streams and permissions, check the Hubspot API Documentation.

Usage

You can easily run tap-hubspot by itself or in a pipeline using Meltano.

Streams Using v1 Endpoints

The following Streams use the v1 (legacy) endpoint in the Hubspot API:

  1. TicketPipeline & DealPipeline: The v3 endpoint requires a pipeline ID parameter to make calls to the API. Because of this, you are limited to only pulling data for a single pipeline ID from v3, whereas the v1 API allows you to pull from all pipelines.
  2. EmailSubscriptions: The v3 endpoint requires you to set a single email address to pull subscription data, whereas the v1 endpoint allows you to pull data from all emails.

Stream Inheritance

This project uses parent-child streams. Learn more about them here.

Executing the Tap Directly

tap-hubspot --version
tap-hubspot --help
tap-hubspot --config CONFIG --discover > ./catalog.json

Developer Resources

Follow these instructions to contribute to this project.

Initialize your Development Environment

curl -LsSf https://astral.sh/uv/install.sh | sh  # https://docs.astral.sh/uv/getting-started/installation/
uv sync

Create and Run Tests

Create tests within the tests subfolder and then run:

uv run pytest

You can also test the tap-hubspot CLI interface directly using uv run:

uv run tap-hubspot --help

Testing with Meltano

Note: This tap will work in any Singer environment and does not require Meltano. Examples here are for convenience and to streamline end-to-end orchestration scenarios.

Your project comes with a custom meltano.yml project file already created. Open the meltano.yml and follow any "TODO" items listed in the file.

Next, install Meltano (if you haven't already) and any needed plugins:

# Install meltano
uv tool install meltano
# Initialize meltano within this directory
cd tap-hubspot
meltano install

Now you can test and orchestrate using Meltano:

# Test invocation:
meltano invoke tap-hubspot --version
# OR run a test EL pipeline:
meltano run tap-hubspot target-jsonl

SDK Dev Guide

See the dev guide for more instructions on how to use the SDK to develop your own taps and targets.

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