HubSpot

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Prerequisites

• A HubSpot account with active CRM or marketing data
• Super Admin access to your HubSpot account (required to authorize the connection)
• HubSpot account must have data in contacts, companies, or deals

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Connecting HubSpot

• During onboarding
• From Sources page

1

Choose Connect Sources

On the Import Data screen, click the Connect Sources card.

2

Select HubSpot

Click Connect next to HubSpot in the list of available connectors.

3

Start connection

A “Configure Connector” modal appears showing “HubSpot Not Connected”. Click the orange Connect button to begin setup.

4

Authorize with Fivetran

AstroBee uses Fivetran to securely connect to HubSpot. Review the security information and click Continue.

Fivetran ensures:

• Secure: Data transfer is encrypted end-to-end and your credentials are never exposed
• Private: Your data passes through without permanent storage

5

Authenticate with HubSpot

On the Fivetran setup page, click Authorize to log in through OAuth. You’ll be redirected to HubSpot to grant access.

You’ll need to:

1. Log in with your Super Admin HubSpot account
2. Review the permissions Fivetran is requesting
3. Authorize access to your HubSpot data

Follow the Fivetran HubSpot setup guide for detailed instructions.

6

Configure sync settings

After authentication, you’ll be prompted to connect the HubSpot certified app to Fivetran. Review the permissions being requested and click Connect app.

You’ll be taken back to the Fivetran page. Click Save & Test to verify the connection.

7

Select tables to sync

Back in AstroBee, the “Configure Connector” modal shows your sync progress. Expand Sync Settings to select which tables to include.

Tables marked “(always synced)” are required. Common tables include:

• contact: Contact records with properties and engagement data
• company: Company records and firmographic information
• deal: Deal pipeline and sales opportunity data
• email_event: Email marketing campaign interactions
• engagement: Calls, meetings, notes, and tasks
• owner: HubSpot users and team members

Click Save Table Selection, then Continue.

8

Data layer building

A modal appears showing “Your data layer is building”. AstroBee is unifying, deduplicating, and resolving entities across your data.

This may take 10 minutes to a couple of hours. Feel free to close this and come back later.

9

Data syncing

The Sources page shows your sync progress. Your data source is syncing and the data layer will be generated automatically once syncing completes.

It’s safe to close this window and continue working. You can connect other data sources while you wait.

10

Connection complete

Your HubSpot connection now appears under MY SOURCES on the Sources page. You’ll see the sync status (e.g., “Backfilling history”) while historical data loads.

1

Navigate to Sources

From the Sources page, click on HubSpot in the Available Sources section.

2

Start connection

Click Connect to begin the setup process.

3

Authorize with Fivetran

AstroBee uses Fivetran to securely connect to HubSpot. Review the security information and click Continue.

Fivetran ensures:

• Secure: Data transfer is encrypted end-to-end and your credentials are never exposed
• Private: Your data passes through without permanent storage

4

Authenticate with HubSpot

On the Fivetran setup page, click Authorize to log in through OAuth. You’ll be redirected to HubSpot to grant access.

You’ll need to:

1. Log in with your Super Admin HubSpot account
2. Review the permissions Fivetran is requesting
3. Authorize access to your HubSpot data

Follow the Fivetran HubSpot setup guide for detailed instructions.

5

Configure sync settings

After authentication, you’ll be prompted to connect the HubSpot certified app to Fivetran. Review the permissions being requested and click Connect app.

You’ll be taken back to the Fivetran page. Click Save & Test to verify the connection.

6

Select tables to sync

Back in AstroBee, the “Configure Connector” modal shows your sync progress. Expand Sync Settings to select which tables to include.

Tables marked “(always synced)” are required. Common tables include:

• contact: Contact records with properties and engagement data
• company: Company records and firmographic information
• deal: Deal pipeline and sales opportunity data
• email_event: Email marketing campaign interactions
• engagement: Calls, meetings, notes, and tasks
• owner: HubSpot users and team members

Click Save Table Selection, then Continue.

7

Data layer building

A modal appears showing “Your data layer is building”. AstroBee is unifying, deduplicating, and resolving entities across your data.

This may take 10 minutes to a couple of hours. Feel free to close this and come back later.

8

Data syncing

The Sources page shows your sync progress. Your data source is syncing and the data layer will be generated automatically once syncing completes.

It’s safe to close this window and continue working. You can connect other data sources while you wait.

9

Connection complete

Your HubSpot connection now appears under MY SOURCES on the Sources page. You’ll see the sync status (e.g., “Backfilling history”) while historical data loads.

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What happens next

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Syncing data

1. Navigate to the Sources page
2. Find your HubSpot connection
3. Click the sync button

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Understanding HubSpot data

• CRM objects: Contacts, Companies, Deals, and custom objects
• Engagement data: Calls, meetings, emails, notes, and tasks
• Marketing data: Email campaigns, forms, and landing pages
• Pipeline data: Deal stages, sales activities, and revenue tracking
• Team data: Users, teams, and ownership assignments

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Troubleshooting

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Next steps