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. Settings

2. Account Setup -> Integrations -> Private Apps

3. Create a private app, give it any name, logo and description you like (a descriptive name like "Omnata Sync" is best practise)

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 as part of a HubSpot platform add-on called Operations Hub.

If this doesn't suit your budget or use case, Omnata's Hubspot plugin provides inbound syncing to Snowflake via direct API integration.

Supported Sync Strategies

• Full Refresh

• Incremental

There are two types of incremental sync:

1. Incremental (standard server-side, where API returns only the data updated or generated since the last sync)

2. Client-Side Incremental (API returns all available data and connector filters out only new records)

Supported Streams

The following objects are supported:

• Campaigns (Client-Side Incremental)

• Companies (Incremental)

• Contact Lists (Incremental)

• Contacts (Incremental)

• Contacts List Memberships

• Deal Pipelines (Client-Side Incremental)

• Deals (including Contact associations) (Incremental)

  • Records that have been deleted (archived) and stored in HubSpot's recycle bin will only be kept for 90 days, see response from HubSpot Team

• Deals Archived (including Contact associations) (Incremental)

• Email Events (Incremental)

• Email Subscriptions

• Engagements (Incremental)

• Engagements Calls (Incremental)

• Engagements Emails (Incremental)

• Engagements Meetings (Incremental)

• Engagements Notes (Incremental)

• Engagements Tasks (Incremental)

• Forms (Client-Side Incremental)

• Form Submissions (Client-Side Incremental)

• Goals (Incremental)

• Line Items (Incremental)

• Marketing Emails

• Owners (Client-Side Incremental)

• Products (Incremental)

• Property History (Incremental)

• Subscription Changes (Incremental)

• Tickets (Incremental)

• Ticket Pipelines (Client-Side Incremental)

• Workflows (Client-Side Incremental)

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