Hubspot

HubSpot is a CRM platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service.

Authentication methods

Private App

This method uses the Access Token of a private app to authenticate.
To generate an access token, go to:
  1. 1.
    Settings
  2. 2.
    Account Setup -> Integrations -> Private Apps
  3. 3.
    Create a private app, give it any name, logo and description you like (a descriptive name like "Omnata Sync" is best practise)
  4. 4.
    For the Scopes, check:
    • crm.import (required for all outbound syncs)
    • Read and/or Write for each of the objects you're syncing to/from
Private app completed

Inbound Syncs

Hubspot offers direct data sharing to access your data on Snowflake.
If for some reason there is a gap in that functionality, or a direct API integration is more appropriate for the use case, Omnata's Hubspot plugin provides inbound syncing to Snowflake.

Supported Sync Strategies

  • Full Refresh
  • Incremental
There are two types of incremental sync:
  1. 1.
    Incremental (standard server-side, where API returns only the data updated or generated since the last sync)
  2. 2.
    Client-Side Incremental (API returns all available data and connector filters out only new records)

Supported Streams

The following objects are supported:

Outbound Syncs

Supported Sync Strategies

  • Create
  • Upsert
  • Update

Supported Targets

The following objects are supported:
  • Contacts
  • Companies
  • Deals
  • Notes
  • Tickets
  • Products
  • Line Items
  • Quotes
  • Custom Objects
Last modified 3d ago