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sales.yml
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version: 2
models:
- name: hubspot__deals
description: Each record represents a deal in Hubspot.
columns:
- name: _fivetran_synced
description: '{{ doc("_fivetran_synced") }}'
- name: description
description: A brief description of the deal.
- name: amount
description: The total value of the deal in the deal's currency.
- name: closed_date
description: The day the deal is expected to close, or was closed.
- name: created_date
description: The date the deal was created. This property is set automatically by HubSpot.
- name: deal_id
description: The ID of the deal
tests:
- unique
- unique:
config:
where: "not coalesce(is_deal_deleted, false)"
- name: deal_name
description: The name you have given this deal.
- name: is_deal_deleted
description: '{{ doc("is_deleted") }}'
- name: is_deal_pipeline_deleted
description: '{{ doc("is_deleted") }}'
- name: is_deal_pipeline_stage_deleted
description: '{{ doc("is_deleted") }}'
- name: portal_id
description: '{{ doc("portal_id") }}'
- name: deal_pipeline_id
description: The ID of the deal's pipeline.
- name: deal_pipeline_stage_id
description: The ID of the deal's pipeline stage.
- name: owner_id
description: The ID of the deal's owner.
- name: count_engagement_notes
description: "{{ doc('count_engagement_notes') }}"
- name: count_engagement_tasks
description: "{{ doc('count_engagement_tasks') }}"
- name: count_engagement_calls
description: "{{ doc('count_engagement_calls') }}"
- name: count_engagement_meetings
description: "{{ doc('count_engagement_meetings') }}"
- name: count_engagement_emails
description: "{{ doc('count_engagement_emails') }}"
- name: count_engagement_incoming_emails
description: "{{ doc('count_engagement_incoming_emails') }}"
- name: count_engagement_forwarded_emails
description: "{{ doc('count_engagement_forwarded_emails') }}"
- name: is_pipeline_active
description: Boolean indicating if the pipeline is active.
- name: pipeline_label
description: The label of the deal's pipeline.
- name: pipeline_stage_label
description: The label of the deal's pipeline stage.
- name: owner_email_address
description: The email address of the deal's owner.
- name: owner_full_name
description: The full name of the deal's owner.
- name: deal_pipeline_created_at
description: A timestamp representing when the deal_pipeline was created.
- name: deal_pipeline_updated_at
description: A timestamp representing when the deal_pipeline was updated.
- name: hubspot__deal_stages
description: Each record represents when a deal stage changes in Hubspot, enriched with metrics about deal activities
columns:
- name: deal_stage_id
description: The unique deal stage identifier.
tests:
- unique
- unique:
config:
where: "not coalesce(is_deal_pipeline_stage_deleted, false)"
- name: is_deal_pipeline_deleted
description: '{{ doc("is_deleted") }}'
- name: is_deal_pipeline_stage_deleted
description: '{{ doc("is_deleted") }}'
- name: is_deal_deleted
description: '{{ doc("is_deleted") }}'
- name: pipeline_stage_id
description: The name of the deal stage.
- name: date_stage_entered
description: The timestamp the deal stage was entered.
- name: date_stage_exited
description: The Fivetran calculated exit time of the deal stage.
- name: is_stage_active
description: Boolean indicating whether the deal stage active.
- name: deal_id
description: The ID of the deal.
- name: pipeline_id
description: The ID of the deal's pipeline.
- name: pipeline_stage_id
description: The ID of the deal's pipeline stage.
- name: pipeline_label
description: The label of the deal's pipeline.
- name: is_pipeline_active
description: Boolean indicating if the pipeline is active.
- name: is_pipeline_stage_active
description: Boolean indicating if the pipeline stage is active.
- name: pipeline_stage_label
description: The label of the deal's pipeline stage.
- name: source
description: The relevant source of the deal stage.
- name: source_id
description: Reference to the source.
- name: is_pipeline_stage_closed_won
description: Whether the stage represents a Closed Won deal.
- name: pipeline_stage_display_order
description: Used to determine the order in which the stages appear when viewed in HubSpot.
- name: pipeline_display_order
description: Used to determine the order in which the pipelines appear when viewed in HubSpot.
- name: pipeline_stage_probability
description: The probability that the deal will close. Used for the deal forecast.
- name: deal_name
description: The name you have given this deal.
- name: deal_pipeline_stage_created_at
description: A timestamp representing when the deal_pipeline_stage was created.
- name: deal_pipeline_stage_updated_at
description: A timestamp representing when the deal_pipeline_stage was updated.
- name: hubspot__companies
description: Each record represents a company in Hubspot.
columns:
- name: company_id
description: The ID of the company.
tests:
- not_null
- unique:
config:
where: "not coalesce(is_company_deleted, false)"
- name: portal_id
description: '{{ doc("portal_id") }}'
- name: is_company_deleted
description: '{{ doc("is_deleted") }}'
- name: count_engagement_notes
description: "{{ doc('count_engagement_notes') }}"
- name: count_engagement_tasks
description: "{{ doc('count_engagement_tasks') }}"
- name: count_engagement_calls
description: "{{ doc('count_engagement_calls') }}"
- name: count_engagement_meetings
description: "{{ doc('count_engagement_meetings') }}"
- name: count_engagement_emails
description: "{{ doc('count_engagement_emails') }}"
- name: count_engagement_incoming_emails
description: "{{ doc('count_engagement_incoming_emails') }}"
- name: count_engagement_forwarded_emails
description: "{{ doc('count_engagement_forwarded_emails') }}"
- name: hubspot__engagements
description: Each record represents an engagement
columns:
- name: _fivetran_synced
description: '{{ doc("_fivetran_synced") }}'
- name: activity_type
description: The engagement's activity type.
- name: created_timestamp
description: A timestamp representing when the engagement was created.
- name: engagement_id
description: The ID of the engagement.
tests:
- not_null
- unique
- name: engagement_type
description: One of NOTE, EMAIL, TASK, MEETING, or CALL, the type of the engagement.
- name: is_active
description: Whether the engagement is currently being shown in the UI.
- name: last_updated_timestamp
description: A timestamp in representing when the engagement was last updated.
- name: occurred_timestamp
description: A timestamp in representing the time that the engagement should appear in the timeline.
- name: owner_id
description: The ID of the engagement's owner.
- name: portal_id
description: '{{ doc("portal_id") }}'
- name: contact_ids
description: List of contacts related to the engagement.
- name: deal_ids
description: List of deals related to the engagement.
- name: company_ids
description: List of companies related to the engagement.