@rawdash/connector-hubspot 0.15.0 → 0.17.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/LICENSE +202 -0
- package/README.md +62 -134
- package/dist/index.d.ts +240 -6
- package/dist/index.js +97 -95
- package/dist/index.js.map +1 -1
- package/package.json +14 -13
package/LICENSE
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Apache License
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package/README.md
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<!-- This file is generated from connector metadata by scripts/generate-connector-docs.ts. Do not edit by hand. -->
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# @rawdash/connector-hubspot
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[](https://www.npmjs.com/package/@rawdash/connector-hubspot)
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[](https://github.com/rawdash/rawdash/blob/main/LICENSE)
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Sync CRM contacts, companies, and deals plus deal stage-change events and marketing email campaign stats from HubSpot.
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## Install
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```sh
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npm install @rawdash/connector-hubspot
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```
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## Authentication
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2. Click **Create a private app**.
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3. On the **Basic Info** tab, give it a name (e.g. `rawdash`).
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4. On the **Scopes** tab, enable read access for the resources you want to sync:
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- `crm.objects.contacts.read`
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- `crm.objects.deals.read`
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- `marketing-email` (only needed for `email_campaigns` / `email_stats`)
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5. Click **Create app**, then **Continue creating** to confirm.
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6. Open the app's **Auth** tab and copy the **Access token** (starts with `pat-`).
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A HubSpot private app access token with read scopes for the resources you sync (contacts, companies, deals, and marketing email).
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1. In HubSpot, go to Settings → Integrations → Private Apps and create a private app.
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2. Grant read scopes for the resources you intend to sync (CRM contacts, companies, deals, and marketing email).
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3. Copy the generated access token (starts with `pat-`).
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4. Store it as a secret and reference it from the connector config as `accessToken: secret("HUBSPOT_ACCESS_TOKEN")`.
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## Configuration
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| Field | Type | Required | Description |
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| ------------- | ------ | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
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| `accessToken` | secret | Yes | HubSpot private app access token with read scopes for contacts, companies, deals, and marketing email. Create one at Settings → Integrations → Private Apps. |
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| `resources` | array | No | Which HubSpot resources to sync. Omit to sync all resources. The access token only needs read scopes for the resources listed here. |
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## Resources
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- **`hubspot_contact`** _(entity)_ - CRM contacts with email, lifecycle stage, lead status, owner, and creation time.
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- Endpoint: `POST /crm/v3/objects/contacts/search`
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- **`hubspot_company`** _(entity)_ - CRM companies with name, domain, industry, lifecycle stage, and creation time.
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- Endpoint: `POST /crm/v3/objects/companies/search`
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- **`hubspot_deal`** _(entity)_ - CRM deals with name, stage, pipeline, amount, close date, owner, and creation time.
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- Endpoint: `POST /crm/v3/objects/deals/search`
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- **`hubspot_deal_stage_change`** _(event)_ - Deal stage-change events derived from deal property history, one event per stage transition.
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- Endpoint: `GET /crm/v3/objects/deals?propertiesWithHistory=dealstage`
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- **`hubspot_email_campaign`** _(entity)_ - Marketing email campaigns with name, subject, sender, type, send date, and recipient count.
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- Endpoint: `GET /email/public/v1/campaigns`
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- **`hubspot_email_stats`** _(metric)_ - Per-campaign marketing email engagement stats (sent, delivered, opened, clicked, bounced, unsubscribed) timestamped at the campaign send time.
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- Endpoint: `GET /email/public/v1/campaigns/{id}`
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- Unit: emails
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- Dimensions: `campaignId`, `campaignName`, `delivered`, `opened`, `clicked`, `bounced`, `unsubscribed`
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- One sample per campaign; value is the sent count, and every counter (delivered, opened, clicked, bounced, unsubscribed) is also exposed in attributes.
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## Example
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```ts
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import {
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import {
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defineConfig,
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defineDashboard,
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defineMetric,
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secret,
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} from '@rawdash/core';
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const hubspot = {
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name: 'hubspot',
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connectorId: 'hubspot',
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config: {
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accessToken: secret('HUBSPOT_ACCESS_TOKEN'),
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resources: ['contacts', 'companies', 'deals'],
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},
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};
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```
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Register the connector class when mounting the engine:
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```ts
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import { HubSpotConnector } from '@rawdash/connector-hubspot';
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import { mountEngine } from '@rawdash/hono';
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|
-
|
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43
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-
mountEngine(config, { connectorRegistry: { hubspot: HubSpotConnector } });
|
|
44
|
-
```
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45
|
-
|
|
46
|
-
### Choosing resources
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47
|
-
|
|
48
|
-
By default the connector syncs every supported resource. To sync only a subset, pass `resources` with any combination of:
|
|
49
|
-
|
|
50
|
-
`contacts`, `companies`, `deals`, `deal_events`, `email_campaigns`, `email_stats`
|
|
51
|
-
|
|
52
|
-
The access token only needs read scopes for the resources you list, and picking only what you need reduces API calls during full syncs.
|
|
53
|
-
|
|
54
|
-
### Example dashboard
|
|
55
|
-
|
|
56
|
-
```ts
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|
57
|
-
import { defineConfig, defineDashboard, defineMetric } from '@rawdash/core';
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|
58
68
|
|
|
59
69
|
export default defineConfig({
|
|
60
70
|
connectors: [hubspot],
|
|
61
71
|
dashboards: {
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|
62
72
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sales: defineDashboard({
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|
63
73
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widgets: {
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|
64
|
-
open_deal_value: {
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|
65
|
-
kind: 'stat',
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|
66
|
-
title: 'Open deal value',
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|
67
|
-
metric: defineMetric({
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|
68
|
-
connector: hubspot,
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69
|
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shape: 'entity',
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|
70
|
-
entityType: 'hubspot_deal',
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71
|
-
field: 'amount',
|
|
72
|
-
fn: 'sum',
|
|
73
|
-
filter: [{ field: 'dealStage', op: 'neq', value: 'closedlost' }],
|
|
74
|
-
}),
|
|
75
|
-
},
|
|
76
74
|
open_deals: {
|
|
77
75
|
kind: 'stat',
|
|
78
|
-
title: 'Open
|
|
76
|
+
title: 'Open Deals',
|
|
79
77
|
metric: defineMetric({
|
|
80
78
|
connector: hubspot,
|
|
81
79
|
shape: 'entity',
|
|
82
80
|
entityType: 'hubspot_deal',
|
|
83
81
|
fn: 'count',
|
|
84
|
-
filter: [
|
|
85
|
-
{ field: 'dealstage', op: 'eq', value: 'appointmentscheduled' },
|
|
86
|
-
],
|
|
87
|
-
}),
|
|
88
|
-
},
|
|
89
|
-
contacts_by_lifecycle: {
|
|
90
|
-
kind: 'distribution',
|
|
91
|
-
title: 'Contacts by lifecycle stage',
|
|
92
|
-
metric: defineMetric({
|
|
93
|
-
connector: hubspot,
|
|
94
|
-
shape: 'entity',
|
|
95
|
-
entityType: 'hubspot_contact',
|
|
96
|
-
fn: 'count',
|
|
97
|
-
groupBy: { field: 'lifecycleStage' },
|
|
98
|
-
}),
|
|
99
|
-
},
|
|
100
|
-
email_opens: {
|
|
101
|
-
kind: 'timeseries',
|
|
102
|
-
title: 'Email opens per campaign',
|
|
103
|
-
window: '90d',
|
|
104
|
-
metric: defineMetric({
|
|
105
|
-
connector: hubspot,
|
|
106
|
-
shape: 'metric',
|
|
107
|
-
name: 'hubspot_email_stats',
|
|
108
|
-
field: 'opened',
|
|
109
|
-
fn: 'sum',
|
|
110
|
-
window: '90d',
|
|
111
|
-
groupBy: { field: 'ts', granularity: 'day' },
|
|
112
82
|
}),
|
|
113
83
|
},
|
|
114
84
|
},
|
|
@@ -117,64 +87,22 @@ export default defineConfig({
|
|
|
117
87
|
});
|
|
118
88
|
```
|
|
119
89
|
|
|
120
|
-
##
|
|
121
|
-
|
|
122
|
-
Monetary amounts (deal `amount`) are in the account's currency, as returned by HubSpot. Timestamps stored in attributes are Unix milliseconds.
|
|
90
|
+
## Rate limits
|
|
123
91
|
|
|
124
|
-
|
|
125
|
-
| ------------- | --------------------------- | --------------------------------------------------------------------------------- |
|
|
126
|
-
| entity | `hubspot_contact` | email, lifecycleStage, leadStatus, ownerId, createdAt |
|
|
127
|
-
| entity | `hubspot_company` | name, domain, industry, lifecycleStage, createdAt |
|
|
128
|
-
| entity | `hubspot_deal` | dealName, dealStage, pipeline, amount, closeDate, ownerId, createdAt |
|
|
129
|
-
| event | `hubspot_deal_stage_change` | dealId, stage, sourceType |
|
|
130
|
-
| entity | `hubspot_email_campaign` | name, subject, fromName, type, sentDate, numIncluded |
|
|
131
|
-
| metric | `hubspot_email_stats` | campaignId, campaignName, sent, delivered, opened, clicked, bounced, unsubscribed |
|
|
92
|
+
HubSpot allows 100 requests / 10s; the Search API caps results at 10,000 per query.
|
|
132
93
|
|
|
133
|
-
|
|
134
|
-
- **`hubspot_email_stats`** metrics carry one sample per campaign; `value` is the `sent` count and every counter is also exposed in `attributes` so timeseries / distribution widgets can chart any of them.
|
|
94
|
+
## Limitations
|
|
135
95
|
|
|
136
|
-
|
|
96
|
+
- Deal stage-change events are rewritten on every sync because the deal list endpoint has no incremental `since` filter.
|
|
97
|
+
- Marketing email campaign data comes from the legacy email campaigns API and is only available for marketing emails.
|
|
98
|
+
- Very large CRM portfolios may not backfill in full because the Search API caps at 10,000 results per query.
|
|
137
99
|
|
|
138
|
-
|
|
100
|
+
## Links
|
|
139
101
|
|
|
140
|
-
|
|
141
|
-
|
|
142
|
-
-
|
|
143
|
-
- **Incremental** (`mode: 'latest'`): CRM searches add a `filterGroups` `GTE` filter on the object's last-modified property so only changed records are fetched. Entity phases upsert (no clear); the event and metric phases rewrite their requested window each run.
|
|
144
|
-
- **Resumable**: each phase yields an `after`/offset cursor on abort, so an interrupted sync resumes from the same page.
|
|
145
|
-
- **Rate limits**: HubSpot returns `429` when the per-app limit (100 requests / 10s) is exceeded. The shared HTTP client retries automatically with exponential back-off and honors `Retry-After`.
|
|
146
|
-
|
|
147
|
-
> **Search API ceiling:** HubSpot's Search API caps results at 10,000 per query. Very large CRM portfolios may not backfill in full in a single window; incremental syncs (which filter on `hs_lastmodifieddate`) stay well under the ceiling.
|
|
148
|
-
|
|
149
|
-
## Aggregates
|
|
150
|
-
|
|
151
|
-
| Function | Resource | Upstream call |
|
|
152
|
-
| -------- | ----------------- | ------------------------------------------------------------ |
|
|
153
|
-
| `count` | `hubspot_contact` | `POST /crm/v3/objects/contacts/search` (`limit=1`, `total`) |
|
|
154
|
-
| `count` | `hubspot_company` | `POST /crm/v3/objects/companies/search` (`limit=1`, `total`) |
|
|
155
|
-
| `count` | `hubspot_deal` | `POST /crm/v3/objects/deals/search` (`limit=1`, `total`) |
|
|
156
|
-
|
|
157
|
-
`count` widgets are served directly from the Search API `total`, so the runner can skip backfilling the underlying entities for that tick. Filter conditions translate to HubSpot search operators (`eq→EQ`, `neq→NEQ`, `gt→GT`, `gte→GTE`, `lt→LT`, `lte→LTE`, `contains→CONTAINS_TOKEN`). `OR` clauses and `latest` aggregates aren't supported and fall back to evaluating against synced storage rows.
|
|
158
|
-
|
|
159
|
-
## Registering in the MCP server
|
|
160
|
-
|
|
161
|
-
To make the connector available via the `add_connector` MCP tool, include it in `connectorFactories`:
|
|
162
|
-
|
|
163
|
-
```ts
|
|
164
|
-
import { HubSpotConnector, configFields } from '@rawdash/connector-hubspot';
|
|
165
|
-
|
|
166
|
-
createMcpServer({
|
|
167
|
-
// ...
|
|
168
|
-
connectorFactories: [
|
|
169
|
-
{
|
|
170
|
-
id: 'hubspot',
|
|
171
|
-
configFields,
|
|
172
|
-
create: HubSpotConnector.create,
|
|
173
|
-
},
|
|
174
|
-
],
|
|
175
|
-
});
|
|
176
|
-
```
|
|
102
|
+
- [Rawdash docs](https://rawdash.dev/docs/connectors/)
|
|
103
|
+
- [HubSpot API docs](https://developers.hubspot.com/docs/api/overview)
|
|
104
|
+
- [GitHub](https://github.com/rawdash/rawdash)
|
|
177
105
|
|
|
178
|
-
##
|
|
106
|
+
## License
|
|
179
107
|
|
|
180
|
-
|
|
108
|
+
Apache-2.0
|