HubSpot Transformation dbt Package (Docs)

📣 What does this dbt package do?

• Produces modeled tables that leverage HubSpot data from Fivetran's connector in the format described by this ERD and build off the output of our HubSpot source package.
• Enables you to better understand your HubSpot email and engagement performance. The package achieves this by performing the following:
  • Generates models for contacts, companies, and deals with enriched email and engagement metrics.
  • Provides analysis-ready event tables for email and engagement activities.
• Generates a comprehensive data dictionary of your source and modeled HubSpot data through the dbt docs site.

The following table provides a detailed list of all models materialized within this package by default.

TIP: See more details about these models in the package's dbt docs site.

model	description
hubspot__companies	Each record represents a company in Hubspot, enriched with metrics about engagement activities.
hubspot__company_history	Each record represents a change to a company in Hubspot, with valid_to and valid_from information.
hubspot__contacts	Each record represents a contact in Hubspot, enriched with metrics about email and engagement activities.
hubspot__contact_history	Each record represents a change to a contact in Hubspot, with valid_to and valid_from information.
hubspot__contact_lists	Each record represents a contact list in Hubspot, enriched with metrics about email activities.
hubspot__deals	Each record represents a deal in Hubspot, enriched with metrics about engagement activities.
hubspot__deal_stages	Each record represents a deal stage in Hubspot, enriched with metrics deal activities.
hubspot__deal_history	Each record represents a change to a deal in Hubspot, with valid_to and valid_from information.
hubspot__email_campaigns	Each record represents a email campaign in Hubspot, enriched with metrics about email activities.
hubspot__email_event_*	Each record represents an email event in Hubspot, joined with relevant tables to make them analysis-ready.
hubspot__email_sends	Each record represents a sent email in Hubspot, enriched with metrics about opens, clicks, and other email activity.
hubspot__engagement_*	Each record represents an engagement event in Hubspot, joined with relevant tables to make them analysis-ready.

🎯 How do I use the dbt package?

Step 1: Prerequisites

To use this dbt package, you must have the following:

• At least one Fivetran HubSpot connector syncing data into your destination.
• A BigQuery, Snowflake, Redshift, PostgreSQL, or Databricks destination.

Databricks Dispatch Configuration

If you are using a Databricks destination with this package you will need to add the below (or a variation of the below) dispatch configuration within your dbt_project.yml. This is required in order for the package to accurately search for macros within the dbt-labs/spark_utils then the dbt-labs/dbt_utils packages respectively.

dispatch:
  - macro_namespace: dbt_utils
    search_order: ['spark_utils', 'dbt_utils']

Step 2: Install the package

Include the following hubspot package version in your packages.yml file:

TIP: Check dbt Hub for the latest installation instructions or read the dbt docs for more information on installing packages.

packages:
  - package: fivetran/hubspot
    version: [">=0.9.0", "<0.10.0"] # we recommend using ranges to capture non-breaking changes automatically

Do NOT include the hubspot_source package in this file. The transformation package itself has a dependency on it and will install the source package as well.

Databricks dispatch configuration

If you are using a Databricks destination with this package, you must add the following (or a variation of the following) dispatch configuration within your dbt_project.yml. This is required in order for the package to accurately search for macros within the dbt-labs/spark_utils then the dbt-labs/dbt_utils packages respectively.

dispatch:
  - macro_namespace: dbt_utils
    search_order: ['spark_utils', 'dbt_utils']

Step 3: Define database and schema variables

By default, this package runs using your destination and the hubspot schema. If this is not where your hubspot data is (for example, if your hubspot schema is named hubspot_fivetran), add the following configuration to your root dbt_project.yml file:

vars:
    hubspot_database: your_destination_name
    hubspot_schema: your_schema_name

Step 4: Disable models for non-existent sources

When setting up your Hubspot connection in Fivetran, it is possible that not every table this package expects will be synced. This can occur because you either don't use that functionality in Hubspot or have actively decided to not sync some tables. In order to disable the relevant functionality in the package, you will need to add the relevant variables. By default, all variables are assumed to be true (with exception of hubspot_service_enabled and hubspot_contact_merge_audit_enabled). You only need to add variables within your root dbt_project.yml for the tables you would like to disable or enable respectively:

vars:
  # Marketing

  hubspot_marketing_enabled: false                        # Disables all marketing models
  hubspot_contact_enabled: false                          # Disables the contact models
  hubspot_contact_list_enabled: false                     # Disables contact list models
  hubspot_contact_list_member_enabled: false              # Disables contact list member models
  hubspot_contact_property_enabled: false                 # Disables the contact property models
  hubspot_email_event_enabled: false                      # Disables all email_event models and functionality
  hubspot_email_event_bounce_enabled: false
  hubspot_email_event_click_enabled: false
  hubspot_email_event_deferred_enabled: false
  hubspot_email_event_delivered_enabled: false
  hubspot_email_event_dropped_enabled: false
  hubspot_email_event_forward_enabled: false
  hubspot_email_event_open_enabled: false
  hubspot_email_event_print_enabled: false
  hubspot_email_event_sent_enabled: false
  hubspot_email_event_spam_report_enabled: false
  hubspot_email_event_status_change_enabled: false

  hubspot_contact_merge_audit_enabled: true               # Enables the use of the CONTACT_MERGE_AUDIT table (deprecated by Hubspot v3 API) for removing merged contacts in the final models.
                                                          # If false, ~~~contacts will still be merged~~~, but using the CONTACT.property_hs_calculated_merged_vids field (introduced in v3 of the Hubspot CRM API)
                                                          # Default = false

  # Sales

  hubspot_sales_enabled: false                            # Disables all sales models
  hubspot_company_enabled: false
  hubspot_deal_enabled: false
  hubspot_deal_company_enabled: false
  hubspot_deal_contact_enabled: false
  hubspot_engagement_enabled: false                       # Disables all engagement models and functionality
  hubspot_engagement_contact_enabled: false
  hubspot_engagement_company_enabled: false
  hubspot_engagement_deal_enabled: false
  hubspot_engagement_call_enabled: false
  hubspot_engagement_email_enabled: false
  hubspot_engagement_meeting_enabled: false
  hubspot_engagement_note_enabled: false
  hubspot_engagement_task_enabled: false

  # Service
  hubspot_service_enabled: true                           # Enables all service models

(Optional) Step 5: Additional configurations

Expand for configurations

Configure email metrics

This package allows you to specify which email metrics (total count and total unique count) you would like to be calculated for specified fields within the hubspot__email_campaigns model. By default, the email_metrics variable below includes all the shown fields. If you would like to remove any field metrics from the final model, you may copy and paste the below snippet within your root dbt_project.yml and remove any fields you want to be ignored in the final model.

vars:
  email_metrics: ['bounces',      #Remove if you do not want metrics in final model.
                  'clicks',       #Remove if you do not want metrics in final model.
                  'deferrals',    #Remove if you do not want metrics in final model.
                  'deliveries',   #Remove if you do not want metrics in final model.
                  'drops',        #Remove if you do not want metrics in final model.
                  'forwards',     #Remove if you do not want metrics in final model.
                  'opens',        #Remove if you do not want metrics in final model.
                  'prints',       #Remove if you do not want metrics in final model.
                  'spam_reports', #Remove if you do not want metrics in final model.
                  'unsubscribes'  #Remove if you do not want metrics in final model.
                  ]

Include passthrough columns

This package includes all source columns defined in the macros folder. We highly recommend including custom fields in this package as models now only bring in a few fields for the company, contact, deal, and ticket tables. You can add more columns using our pass-through column variables. These variables allow for the pass-through fields to be aliased (alias) and casted (transform_sql) if desired, but not required. Datatype casting is configured via a sql snippet within the transform_sql key. You may add the desired sql while omitting the as field_name at the end and your custom pass-though fields will be casted accordingly. Use the below format for declaring the respective pass-through variables in your root dbt_project.yml.

vars:
  hubspot__deal_pass_through_columns:
    - name:           "property_field_new_id"
      alias:          "new_name_for_this_field_id"
      transform_sql:  "cast(new_name_for_this_field as int64)"
    - name:           "this_other_field"
      transform_sql:  "cast(this_other_field as string)"
  hubspot__contact_pass_through_columns:
    - name:           "wow_i_can_add_all_my_custom_fields"
      alias:          "best_field"
  hubspot__company_pass_through_columns:
    - name:           "this_is_radical"
      alias:          "radical_field"
      transform_sql:  "cast(radical_field as string)"
  hubspot__ticket_pass_through_columns:
    - name:           "property_mmm"
      alias:          "mmm"
    - name:           "property_bop"
      alias:          "bop"

Alternatively, if you would like to simply pass through all columns in the above four tables, add the following configuration to your dbt_project.yml. Note that this will override any hubspot__[table_name]_pass_through_columns variables.

vars:
  hubspot__pass_through_all_columns: true # default is false

Including calculated fields

This package also provides the ability to pass calculated fields through to the company, contact, deal, and ticket staging models. If you would like to add a calculated field to any of the mentioned staging models, you may configure the respective hubspot__[table_name]_calculated_fields variables with the name of the field you would like to create, and the transform_sql which will be the actual calculation that will make up the calculated field.

vars:
  hubspot__deal_calculated_fields:
    - name:          "deal_calculated_field"
      transform_sql: "existing_field * other_field"
  hubspot__company_calculated_fields:
    - name:          "company_calculated_field"
      transform_sql: "concat(name_field, '_company_name')"
  hubspot__contact_calculated_fields:
    - name:          "contact_calculated_field"
      transform_sql: "contact_revenue - contact_expense"
  hubspot__ticket_calculated_fields:
    - name:          "ticket_calculated_field"
      transform_sql: "total_field / other_total_field"

Filtering email events

When leveraging email events, HubSpot customers may take advantage of filtering out specified email events. These filtered email events are present within the stg_hubspot__email_events model and are identified by the is_filtered_event boolean field. By default, these events are included in the staging and downstream models generated from this package. However, if you wish to remove these filtered events you may do so by setting the hubspot_using_all_email_events variable to false. See below for exact configurations you may provide in your dbt_project.yml file:

vars:
  hubspot_using_all_email_events: false # True by default

Changing the Build Schema

By default this package will build the HubSpot staging models within a schema titled (<target_schema> + _stg_hubspot) and HubSpot final models within a schema titled (<target_schema> + hubspot) in your target database. If this is not where you would like your modeled HubSpot data to be written to, add the following configuration to your root dbt_project.yml file:

models:
    hubspot:
      +schema: my_new_schema_name # leave blank for just the target_schema
    hubspot_source:
      +schema: my_new_schema_name # leave blank for just the target_schema

Change the source table references

If an individual source table has a different name than the package expects, add the table name as it appears in your destination to the respective variable:

IMPORTANT: See this project's dbt_project.yml variable declarations to see the expected names.

vars:
    hubspot_<default_source_table_name>_identifier: your_table_name

(Optional) Step 6: Orchestrate your models with Fivetran Transformations for dbt Core™

Expand for details

Fivetran offers the ability for you to orchestrate your dbt project through Fivetran Transformations for dbt Core™. Learn how to set up your project for orchestration through Fivetran in our Transformations for dbt Core™ setup guides.

🔍 Does this package have dependencies?

This dbt package is dependent on the following dbt packages. Please be aware that these dependencies are installed by default within this package. For more information on the following packages, refer to the dbt hub site.

IMPORTANT: If you have any of these dependent packages in your own packages.yml file, we highly recommend that you remove them from your root packages.yml to avoid package version conflicts.

packages:
    - package: fivetran/hubspot_source
      version: [">=0.9.0", "<0.10.0"]

    - package: fivetran/fivetran_utils
      version: [">=0.4.0", "<0.5.0"]

    - package: dbt-labs/dbt_utils
      version: [">=1.0.0", "<2.0.0"]

    - package: dbt-labs/spark_utils
      version: [">=0.3.0", "<0.4.0"]

    - package: calogica/dbt_expectations
      version: [">=0.8.0", "<0.9.0"]

    - package: calogica/dbt_date
      version: [">=0.7.0", "<0.8.0"]

🙌 How is this package maintained and can I contribute?

Package Maintenance

The Fivetran team maintaining this package only maintains the latest version of the package. We highly recommend you stay consistent with the latest version of the package and refer to the CHANGELOG and release notes for more information on changes across versions.

Contributions

A small team of analytics engineers at Fivetran develops these dbt packages. However, the packages are made better by community contributions!

We highly encourage and welcome contributions to this package. Check out this dbt Discourse article on the best workflow for contributing to a package!

🏪 Are there any resources available?

• If you have questions or want to reach out for help, please refer to the GitHub Issue section to find the right avenue of support for you.
• If you would like to provide feedback to the dbt package team at Fivetran or would like to request a new dbt package, fill out our Feedback Form.
• Have questions or want to be part of the community discourse? Create a post in the Fivetran community and our team along with the community can join in on the discussion!