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Marketing Analytics

How to load data from HubSpot to CSV File Destination

Learn how to use Airbyte to synchronize your HubSpot data into CSV File Destination within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up HubSpot as a source connector (using Auth, or usually an API key)
  2. set up CSV File Destination as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is HubSpot

A platform focused on sales and inbound marketing, Hubspot helps businesses optimize their online marketing strategies for greater visibility to attract more visitors, collect leads, and convert prospects into customers. HubSpot provides a variety of essential services and strategies to move businesses forward, including social media and email marketing, website content management, search engine optimization, blogging, and analytics and reporting. Hubspot is an all-around solution for business teams to grow their customer base through effective marketing.

What is CSV File Destination

CSV (Comma Separated Values) file is a tool used to store and exchange data in a simple and structured format. It is a plain text file that contains data separated by commas, where each line represents a record and each field is separated by a comma. CSV files are widely used in data analysis, data migration, and data exchange between different software applications. The CSV file format is easy to read and write, making it a popular choice for storing and exchanging data. It can be opened and edited using any text editor or spreadsheet software, such as Microsoft Excel or Google Sheets. CSV files can also be imported and exported from databases, making it a convenient tool for data management. CSV files are commonly used for storing large amounts of data, such as customer information, product catalogs, financial data, and scientific data. They are also used for data analysis and visualization, as they can be easily imported into statistical software and other data analysis tools. Overall, the CSV file is a simple and versatile tool that is widely used for storing, exchanging, and analyzing data.

Integrate HubSpot with CSV File Destination in minutes

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Prerequisites

  1. A HubSpot account to transfer your customer data automatically from.
  2. A CSV File Destination account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including HubSpot and CSV File Destination, for seamless data migration.

When using Airbyte to move data from HubSpot to CSV File Destination, it extracts data from HubSpot using the source connector, converts it into a format CSV File Destination can ingest using the provided schema, and then loads it into CSV File Destination via the destination connector. This allows businesses to leverage their HubSpot data for advanced analytics and insights within CSV File Destination, simplifying the ETL process and saving significant time and resources.

Step 1: Set up HubSpot as a source connector

1. First, navigate to the HubSpot source connector page on Airbyte's website.

2. Click on the "Add Source" button to begin the process of adding your HubSpot credentials.

3. Enter a name for your HubSpot source connector and click on the "Next" button.

4. You will be prompted to enter your HubSpot API key. To obtain your API key, log in to your HubSpot account and navigate to the "Settings" page. From there, click on "Integrations" and then "API key." Copy the API key and paste it into the Airbyte connector page.

5. Next, select the HubSpot objects you want to replicate. You can choose from contacts, companies, deals, and more.

6. Once you have selected the objects you want to replicate, click on the "Test" button to ensure that your credentials are working properly.

7. If the test is successful, click on the "Create Source" button to finalize the process.

8. Your HubSpot source connector is now set up and ready to use. You can begin replicating data from your HubSpot account to your destination of choice.

Step 2: Set up CSV File Destination as a destination connector

1. Open the Airbyte platform and navigate to the "Destinations" tab on the left-hand side of the screen.
2. Click on the "CSV File" destination connector.
3. Click on the "Create new connection" button.
4. Enter a name for your connection and select the workspace you want to use.
5. Enter the path where you want to save your CSV file.
6. Choose the delimiter you want to use for your CSV file.
7. Select the encoding you want to use for your CSV file.
8. Choose whether you want to append data to an existing file or create a new file each time the connector runs.
9. Enter any additional configuration settings you want to use for your CSV file.
10. Click on the "Test" button to ensure that your connection is working properly.
11. If the test is successful, click on the "Create" button to save your connection.
12. Your CSV File destination connector is now connected and ready to use.

Step 3: Set up a connection to sync your HubSpot data to CSV File Destination

Once you've successfully connected HubSpot as a data source and CSV File Destination as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select HubSpot from the dropdown list of your configured sources.
  3. Select your destination: Choose CSV File Destination from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific HubSpot objects you want to import data from towards CSV File Destination. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from HubSpot to CSV File Destination according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your CSV File Destination data warehouse is always up-to-date with your HubSpot data.

Use Cases to transfer your HubSpot data to CSV File Destination

Integrating data from HubSpot to CSV File Destination provides several benefits. Here are a few use cases:

  1. Advanced Analytics: CSV File Destination’s powerful data processing capabilities enable you to perform complex queries and data analysis on your HubSpot data, extracting insights that wouldn't be possible within HubSpot alone.
  2. Data Consolidation: If you're using multiple other sources along with HubSpot, syncing to CSV File Destination allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: HubSpot has limits on historical data. Syncing data to CSV File Destination allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: CSV File Destination provides robust data security features. Syncing HubSpot data to CSV File Destination ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: CSV File Destination can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding HubSpot data.
  6. Data Science and Machine Learning: By having HubSpot data in CSV File Destination, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While HubSpot provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to CSV File Destination, providing more advanced business intelligence options. If you have a HubSpot table that needs to be converted to a CSV File Destination table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a HubSpot account as an Airbyte data source connector.
  2. Configure CSV File Destination as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from HubSpot to CSV File Destination after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
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Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
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Tags

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Tags

Frequently Asked Questions

What data can you extract from HubSpot?

HubSpot's API provides access to a wide range of data categories, including:  

1. Contacts: Information about individual contacts, including their name, email address, phone number, and company.  

2. Companies: Information about companies, including their name, industry, and location.  

3. Deals: Information about deals, including their stage, amount, and close date.  

4. Tickets: Information about customer support tickets, including their status, priority, and owner.  

5. Products: Information about products, including their name, price, and description.  

6. Analytics: Data on website traffic, email performance, and other marketing metrics.  

7. Workflows: Information about automated workflows, including their triggers, actions, and outcomes.  

8. Forms: Information about forms, including their fields, submissions, and conversion rates.  

9. Social media: Data on social media engagement, including likes, shares, and comments.  

10. Integrations: Information about third-party integrations, including their status and configuration.  

Overall, HubSpot's API provides access to a wide range of data categories that can be used to improve marketing, sales, and customer support efforts.

What data can you transfer to CSV File Destination?

You can transfer a wide variety of data to CSV File Destination. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from HubSpot to CSV File Destination?

The most prominent ETL tools to transfer data from HubSpot to CSV File Destination include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from HubSpot and various sources (APIs, databases, and more), transforming it efficiently, and loading it into CSV File Destination and other databases, data warehouses and data lakes, enhancing data management capabilities.