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Hubspot Setup Guide

Prerequisites

You can use OAuth or an access token from a private app to authenticate your HubSpot account. If you connect using a private app, you need to configure the appropriate scopes for the following streams:

StreamRequired Scope
companycrm.objects.companies.read, crm.schemas.companies.read
contactcrm.objects.contacts.read
propertycrm.schemas.properties.read
feedback submissioncrm.objects.feedback_submissions.read
custom objectcrm.objects.custom.read, crm.schemas.custom.read

Setup Guide

  1. Either authenticate your account with OAuth or enter the Access Token that you received when creating your private app.
  2. Enter a Name for the connector.
  3. (Optional) Enter a Description for the connector.
  4. Select the Owner of the connector.
  5. (Optional) Verify that your HubSpot account is successfully connected by clicking on Test Connection.
  6. Click Connect.

Supported Streams

Two types of incremental sync modes are supported:

  • Incremental (standard server-side, where the API returns only the data updated or generated since the last sync)
  • Client-Side Incremental (the API returns all available data and the connector filters out new records)

This connector outputs the following streams:

  • Company (Full Refresh, Incremental)
  • Company Property History (Full Refresh, Incremental)
  • Contact (Full Refresh, Incremental)
  • Contact Property History (Full Refresh, Incremental)
  • Contact Form Submission (Full Refresh, Incremental)
  • Property (Full Refresh, Incremental)
  • Property Option (Full Refresh, Incremental)
  • Team (Full Refresh)
  • Role (Full Refresh)
  • Users (Full Refresh)
  • Email Subscription (Full Refresh)
  • Deal Pipeline (Full Refresh, Incremental)
  • Owner (Full Refresh, Incremental)
  • Deal (Full Refresh, Incremental)
  • Email Event (Full Refresh, Incremental)
  • Email Subscription Change (Full Refresh, Incremental)
  • Custom Object (Full Refresh, Incremental)
  • Engagement (Full Refresh, Incremental)

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