HubSpot V3 walkthrough

note

HubSpot V3 is currently in Beta.

The HubSpot V3 connector is a fully rebuilt source connector based on HubSpot's latest CRM API. It is available in the Sources catalog as HubSpot V3 and is separate from the existing HubSpot connector. This connector uses OAuth2 authentication and cursor-based pagination for reliable, scalable data extraction.

Data Integration supports six schema groups for the HubSpot V3 connector: CRM Search, Custom Search, Platform Objects, Pipelines, Object Properties, and Associations.

Connection

To connect to HubSpot V3, refer to HubSpot V3 connection.

Setting up a HubSpot V3 data flow

Configure the source

1. Open an existing data flow or create a new one in Data Integration.
2. On the Source tab, select HubSpot V3 from the connector list.
3. In the Source Connection field, select an existing HubSpot V3 connection or click New Connection to create one.
4. Under Choose your data flow mode, select Multi-Tables. This lets you select and load multiple object tables simultaneously from a single data flow.

Configure the target

1. Click the Target tab and select your destination connector.
2. In the Target Connection field, select an existing connection or click New Connection.
3. Under Load Into, complete the required fields for your destination. For Snowflake, these include Database and Schema Name. Optionally, enter a Table Prefix (for example, ODS) to prepend to all destination table names.
4. Under Choose Default Loading Mode, select one of the following:
   • Upsert - Merge — Matches rows based on key columns and replaces matching rows, keeps unmatched rows, or adds new ones.
   • Append Only — Appends new records to the destination table without modifying existing rows.
   • Overwrite — Replaces the entire destination table on each run.

Select objects

1. Click the Schema tab. The Multi Objects view lists all available schema groups and the number of trackable tables in each.
2. Click Reload Metadata to refresh the list of available objects from HubSpot.
3. Select the checkbox next to each schema group you want to include. Expand a group to choose specific objects within it.

Configure settings

1. Click the Settings tab.
2. Under Schedule, click Schedule Me! to set up a recurring run schedule. All times use UTC.
3. Under Timeouts, set the maximum runtime for the data flow. The default is 12 hours. Data Integration automatically extends processing for large tables up to 48 hours if necessary.
4. Under Notifications, enable the alerts you want to receive:
   • On Failure — Receive an alert if the data flow run fails.
   • On Warnings — Receive an alert if the data flow run completes with warnings.
   • On Run Time Threshold — Receive an alert if the data flow run exceeds a specified duration.

Available schemas and objects

CRM Search

The CRM Search schema supports 14 standard CRM object types, each available as a trackable table. All objects support both Full Reload and Incremental extraction methods.

Contacts, Deals, Companies, Tickets, Quotes, Line Items, Products, Communications, Emails, Notes, Postal Mail, Tasks, Calls, and Meetings.

note

By default, the schema mapping includes the following properties: hs_createdate, hs_lastmodifieddate, and hs_object_id.

Custom Search

The Custom Search schema exposes any custom CRM objects defined in your HubSpot account. Custom objects are automatically discovered at run time. No manual configuration is required.

Platform Objects

The Platform Objects schema provides access to the following objects. These objects use full reload only and do not support incremental sync.

Object	Notes
Owners	Supports optional filtering by email address and archived status
Workflows	Full reload only
Forms	Supports optional filtering by form type and archived status

Pipelines

The Pipelines schema returns pipeline definitions for Deals, Tickets, and any custom object types that have pipelines configured in HubSpot. This schema uses full reload only.

Object Properties

The Object Properties schema returns property metadata for all CRM object types, including custom objects. Use this schema to review available properties before configuring a CRM Search or Custom Search table.

Associations

The Associations schema extracts directional relationships between object pairs. Twelve directional pairs are supported across Contacts, Deals, Companies, and Tickets.

note

When To Object Type is Companies, only the primary associated company is returned per record. This is a HubSpot v3 API limitation.

Custom objects

Custom CRM objects defined in your HubSpot account are automatically available in the following schema groups:

• Custom Search
• Object Properties
• Pipelines (for custom objects that have pipeline definitions)

No manual configuration or schema mapping is required.