Writing Job Results into HubSpot(BETA)

This article explains how to write job results directly into your HubSpot Marketing Cloud. This feature is currently in beta, so any feedback would be appreciated.

Table of Contents

Prerequisites

  • Basic knowledge of Treasure Data, including the toolbelt.
  • A HubSpot account who can grant permissions to Treasure Data.

Usage

Visit Treasure Data console, go to query editor, and enter your query into the query editor. Click on Output results.



Choose saved connection

A dialog Choose Saved Connection will be displayed. You will need to select an existing hubspot connection (see image below). If you do not have a Saved Connection already setup, please follow the next step on how to create a new connection within the Sources Catalog.



Create a new connection

Visit Treasure Data Connections search and select HubSpot. The dialog below will open



Please select an existing OAuth connection for HubSpot, or click the link under OAuth connection to create a new one.

Create a new OAuth connection

Please sign in to your HubSpot account in popup window



You will get a list of permissions you need to grant access to. Click on the Grant access button.



You will be redirected back to the Treasure Data Connections page. Please repeat the first step (Create a new connection) and choose your new OAuth connection, then finish creating your connection.



From here, you will be able to use the new hubspot connection in Choose Save Connection.

Additional configuration

After create new hubspot connection or select an existing one, you will see the Addtional configuration popup.

You need to select the HubSpot object for which data needs to be inserted.

Target Name

The HubSpot API supported objects such as Contacts, Contact Properties, Companies and Company Properties need to be specified in the below format as ‘target’ name.

HubSpot object Target Name Description
Contacts contacts Create group of contacts or update an existing one. Requires email column
Contact properties contact_properties Update group of contacts data. Requires email, name, value columns. Requires type, fieldType columns for new property. If the target Contact Properties is selected, you can turn feature Enable batch insert/update on/off.
Companies companies Create new company or update an existing one. Requires website column
Company properties company_properties Update group of companies data. Requires website, name, value columns. Requires type column for new property.

Enable batch insert/update

If the target Contact Properties is selected, you can turn feature bulk insert/update on. You don’t need to create contacts via target Contact. This option will create group of contacts or update group of contacts if it exists. If you select this option, any errors with a single contact in your batch will prevent the entire batch from processing. You also need to turn on the setting Automatically create and associate companies with contacts from HubSpot portal to enable contact to automatically be associated with company.

If you turn feature bulk insert/update off. You need to create contacts via target Contacts first. The companies data will be created automatically even the setting Automatically create and associate companies with contacts from HubSpot portal is on or off.

For more details, please visit the Create or update a group of contacts page.

Basic usage

Write the query

Please visit the Treasure Data Console query editor page and compile your query.

Execute the query

Finally, either save the query with a name and run or just run the query. Upon successful completion of the query, its result will be automatically imported to the specified Database destination.


Last modified: Mar 23 2017 02:37:30 UTC

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