This package models Hubspot data from Fivetran's connector. It uses data in the format described by the marketing and sales ERDs.

This package enables you to better understand your Hubspot email and engagement performance. The output includes models for contacts, companies, and deals with enriched email and engagement metrics. It also includes analysis-ready event tables for email and engagement activities.

This package contains transformation models, designed to work simultaneously with our Hubspot source package. A depenedency on the source package is declared in this package's packages.yml file, so it will automatically download when you run dbt deps. The primary outputs of this package are described below. Intermediate models are used to create these output models.

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

By default this package will look for your Hubspot data in the hubspot schema of your target database. If this is not where your Hubspot data is, please add the following configuration to your dbt_project.yml file:

# dbt_project.yml

...
config-version: 2

vars:
  hubspot_source:
    hubspot_database: your_database_name
    hubspot_schema: your_schema_name 

For additional configurations for the source models, please visit the Hubspot source package.

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. You only need to add variables for the tables you would like to disable:

# dbt_project.yml

...
config-version: 2

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_click_enabled: false
  hubspot_email_event_opens_enabled: false
  hubspot_email_event_print_enabled: false
  hubspot_email_event_sent_enabled: false
  hubspot_email_event_spam_report: false
  hubspot_email_event_status_change_enabled: false

  # Sales

  hubspot_sales_enabled: false                            # Disables all sales models
  hubspot_company_enabled: false
  hubspot_deal_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_calls_enabled: false
  hubspot_engagement_emails_enabled: false
  hubspot_engagement_meetings_enabled: false
  hubspot_engagement_notes_enabled: false
  hubspot_engagement_tasks_enabled: false

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 dbt_project.yml file:

# dbt_project.yml

...
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

Additional contributions to this package are very welcome! Please create issues or open PRs against master. Check out this post on the best workflow for contributing to a package.

• Find all of Fivetran's pre-built dbt packages in our dbt hub
• Learn more about Fivetran here
• Check out Fivetran's blog
• Learn more about dbt in the docs
• Check out Discourse for commonly asked questions and answers
• Join the chat on Slack for live discussions and support
• Find dbt events near you
• Check out the blog for the latest news on dbt's development and best practices