HubSpot data source

Learn how to set up a HubSpot data source and then move this data to one of the supported by Coupler.io data destinations.

Video tutorial:

The 2 steps to complete the setup

  1. Set up your data source
  2. Set up your data destination

1. Set up your data source

1.1. Select an application: HubSpot

1.2. Connect a HubSpot account

  • Click CONNECT.
  • Log in to the chosen HubSpot account. 
  • Coupler.io will need access to view your HubSpot data. Click Allow to grant access.

1.3. Select a data entity 

Select a data category to import: Deals, Contacts, Companies, Products, Line items.

1.4. Specify field to be imported

Specify the names of basic and custom fields to be imported. Enter each of them in a new line. Order them the way you want and Coupler.io will preserve your data shape.

Example:

top_marketing_challenge_lead
top_marketing_challenge

If you leave this field empty, Coupler.io will import all fields. After that, you can easily copy-paste names of needed fields to be imported in future imports. 

1.5. Provide the Start Date

Specify the start date to filter your data from. The date, in this case, refers to the creation date of a selected data entity (Deals, Contacts, Companies, etc).

Note: after applying this filter, HubSpot allows for up to 10K rows to be exported.

2. Set up your data destination

Continue setting up the integration depending on the system where you want to import data to. See full list of supported data destinations and follow set up guide for chosen one.

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