Enrichements
How to use enrichments to connect new data
During the process of building a table, you often encounter situations where you have multiple data sources. These data need to be combined into a single table. You can also link data from different sources as long as there are columns that allow the data to be matched.
Enrich the table with hubspot_deals
This guide explains how to assemble a single enriched table starting from hubspot_companies and then extending it with metrics from hubspot_deals — in particular the count_closed_won measure. We focus on HubSpot because its default objects come with relationships pre‑defined in RevOS by HubSpot semantic model.
If you plan to link custom objects or data sources, you will first need to create your own semantic model.
- Click to the “plus” button and select Enrichement.
- Select object you need. In our case we are interested in deals data.
- In the Search box, type column or measure you are interested in. In our case -
count_closed_won.
- Pick a Path: Companies → hubspot_companies_to_deals → Deals.
The helper join hubspot_companies_to_deals is inserted automatically—you do not have to map it manually.
You now have one table combining each company with the live count of its closed‑won deals. Extend the table further with other HubSpot objects (tickets, contacts, custom objects) by repeating the same steps.
Last updated on August 6, 2024