BuilderIO/hubspot

HubSpot CRM Integration

Connection

• Base URL: https://api.hubapi.com
• Auth: Authorization: Bearer $HUBSPOT_ACCESS_TOKEN
• Env vars: HUBSPOT_ACCESS_TOKEN
• Caching: 10-minute in-memory cache, max 120 entries

Server Lib

• File: server/lib/hubspot.ts

Exported Functions

| Function | Description | | ------------------------------------------------ | ------------------------------------ | | getDealPipelines() | All deal pipelines with stages | | getVisiblePipelines(pipelines) | Filter to visible pipelines | | getMetricsPipelines(pipelines) | Filter to metrics-relevant pipelines | | getAllDeals() | All deals (paginated, up to ~10k) | | computeSalesMetrics(deals, pipelines, filter?) | Compute won/lost/pipeline metrics |

Script Usage

# List deals
pnpm action hubspot-deals --fields=dealname,amount,stageLabel

# Search for a specific customer
pnpm action hubspot-deals --grep="Example Corp" --fields=dealname,amount,stageLabel

Key Patterns & Gotchas

• getAllDeals paginates using limit=100 and HubSpot after token (up to 100 pages)
• DEAL_PROPERTIES includes hard-coded hs_v2_date_entered stage property names with embedded stage IDs
• computeSalesMetrics infers won/lost stages from probability metadata or label text; identifies POV stages by names containing "proof of value", "pov", "poc"
• When looking up a customer, search deals by name, then get associated company via /crm/v3/objects/deals/{id}/associations/companies, then contacts via /crm/v3/objects/companies/{id}/associations/contacts

HubSpot Company Properties (BigQuery staging table)

Table: your-project-id.dbt_staging.hubspot_companies

• company_name, company_id, company_domain_name
• upcoming_renewal_date, customer_stage, hs_csm_sentiment
• company_owner_name, root_org_id
• customer_segmentation, current_enterprise_arr, company_status

Cross-Reference

• HubSpot company → contacts → dim_hs_contacts.builder_user_id → BigQuery usage data
• HubSpot deal → company → Pylon support tickets, Gong sales calls