CRM_Integration

A Python pipeline that reads the latest login data from an Excel file and updates a custom property (TRE LAST USED INTERNAL) for contacts in a specific HubSpot segment.

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Folder Structure

pipeline/
├── config.py                      # Shared configuration (token, file path, list ID, property name)
├── step1_load_excel.py            # Step 1 — Load the Excel file and build email → date lookup
├── step2_get_segment_members.py   # Step 2 — Fetch contact IDs from the HubSpot segment
├── step3_read_contact_emails.py   # Step 3 — Batch-read contact emails from HubSpot
├── step4_match_contacts.py        # Step 4 — Match segment contacts against the Excel data
├── step5_update_hubspot.py        # Step 5 — Push property updates to HubSpot in batches
├── Pipeline.py            # Main orchestrator — runs all steps in order

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Prerequisites

Python Version

Python 3.9 or higher.

Virtual Environment

A virtual environment named pipeline is included. Activate it before running:

& "~\pipeline\Scripts\Activate.ps1"

Required Packages

Install dependencies inside the virtual environment:

pip install pandas requests openpyxl

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Configuration

Open config.py and update the following values:

Variable	Description
HUBSPOT_TOKEN	Your HubSpot Private App access token
FILE_PATH	Absolute path to the Excel input file
HS_DATE_PROPERTY	Internal name of the HubSpot property to update
SEGMENT_NAME	Display name of the HubSpot segment (for logging only)
LIST_ID	Numeric ID of the HubSpot segment (found in the list URL)

Finding the List ID:
Go to HubSpot → Contacts → Lists → open your segment.
The ID is in the URL: .../objectLists/1111/... → List ID is 1111.

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Excel File Format

The input Excel file must contain at least the following columns (case-sensitive):

Column	Description
email	Contact's email address
last_access_date	The date value to push to HubSpot

• Each worksheet should be named with a date (e.g. 2026_Apr_02).
• The pipeline automatically picks the most recent sheet based on the sheet name.

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Running the Pipeline

cd "~\pipeline"
python Pipeline.py

Expected Output

============================================================
  HubSpot Segment Update Pipeline
============================================================

[Step 1 - Load Excel] Starting...
  Reading worksheet: '2026_Apr_02'
  Loaded 150 rows from Excel.
[Step 1 - Load Excel] Completed.

[Step 2 - Get Segment Members] Starting...
  Found 20 contacts in the segment.
[Step 2 - Get Segment Members] Completed.

[Step 3 - Read Contact Emails] Starting...
  Retrieved details for 20 contacts.
[Step 3 - Read Contact Emails] Completed.

[Step 4 - Match Contacts] Starting...
  20 contacts matched and ready to update.
[Step 4 - Match Contacts] Completed.

[Step 5 - Update HubSpot] Starting...
  Batch 1/1: updated 20 contacts.
[Step 5 - Update HubSpot] Completed.

============================================================
  Pipeline completed successfully.
============================================================

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Error Handling

If any step fails, the pipeline stops immediately and reports which step failed, the reason, and a full traceback. Example:

[Step 2 - Get Segment Members] FAILED — pipeline stopped.
  Reason: HubSpot API error 401: ...

--- Traceback ---
...

Common errors:

Error	Cause	Fix
FileNotFoundError	Excel file not found at FILE_PATH	Update FILE_PATH in config.py
KeyError: 'email'	Column name mismatch in Excel	Ensure the column is named email (lowercase)
HTTP 401	Invalid HubSpot token	Update HUBSPOT_TOKEN in config.py
HTTP 404	Wrong LIST_ID	Verify the list ID from the HubSpot URL
No contacts matched	Emails in segment not found in Excel	Check that the Excel sheet has the correct email addresses