HubSpot is a cloud-based customer relationship management (CRM) platform that helps organizations manage marketing, sales, service, CMS, and operations.  At a high-level, HubSpot helps your business to attract, convert, close, and finally to “delight” your customers.

Benefits of moving data from HubSpot to Snowflake

Moving HubSpot data to Snowflake may be part of an overall data integration strategy, which will provide your organization with:

• A unified view of data and a single source of truth – achieved by copying data from HubSpot and other operational systems into Snowflake.
• Improved analytics capabilities – Snowflake is purpose built for running large analytics jobs.
• The ability to transform data in a single location – moving data from multiple systems into Snowflake allows you to transform and join data from multiple disparate systems.
• Improved security – limit the number of people that require access to HubSpot, as they can analyze your HubSpot data in Snowflake.

In addition to the benefits listed above, Snowflake is designed for storing massive amounts of data. Therefore Snowflake may be used for HubSpot backups, or for archiving historical HubSpot data as required for compliance or regulatory requirements.

How Airbyte can help

Airbyte makes the process of copying data from HubSpot easy – simply create a source connector to the HubSpot API,  a destination connector to the Snowflake API, and a connection between them. Then specify a schedule for synchronizing data from HubSpot to Snowflake.

What you will learn in this tutorial

This tutorial will go through the steps required to set up a connection in Airbyte Cloud which will copy data from HubSpot to Snowflake. Because of the similarity between Airbyte Cloud and Airbyte Open-Source, the instructions should apply to either platform.

Let's get started!

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Prerequisites

Airbyte cloud will be used to replicate your data from HubSpot to Snowflake. You will need the following:

1. An Airbyte Cloud account.
2. A HubSpot developer account.
3. A Snowflake account.

Methods to Move Data From Hubspot to snowflake

• Method 1: Connecting Hubspot to snowflake using Airbyte.
• Method 2: Connecting Hubspot to snowflake manually.‍

Method 1: Connecting Hubspot to snowflake using Airbyte

Step 1: Set up a HubSpot source

In this tutorial, we will use Airbyte to copy Contacts from HubSpot to Snowflake. Below is an example of a Hubspot contacts page, which shows contacts that will be replicated into Snowflake by Airbyte.

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To configure HubSpot as a data source, log in to Airbyte Cloud and create a new HubSpot source connection as shown below.

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Then click on Authenticate your HubSpot account as follows:.

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The sign-in page for HubSpot will appear.

Choose the HubSpot account that Airbyte will use to access your HubSpot data.

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Follow the remaining prompts to connect your HubSpot app with Airbyte.

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You will be redirected back to Airbyte Cloud. For the Start date, enter the date in YYYY-MM-DDTHH:mm:ssZ format. The data added on and after this date will be replicated. If this field is blank, Airbyte will replicate all data.

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Step 2: Set up a Snowflake destination

Ensure that you have a Snowflake account and then go to the Snowflake worksheet area. The worksheet area is the primary place to run scripts for creating and modifying resources. You will need to set up the destination database, user, role, and schema on Snowflake for the sync.  

Airbyte provides a convenient script in the Snowflake destination connector documentation which you should copy into your Snowflake worksheet area. After you have copied the script into your Snowflake worksheet select ‘All queries’ and run the script by clicking on the run button as shown below.

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Once the script has successfully executed, you should see the following message:

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Now that Snowflake is set up, configure a Snowflake destination connector in Airbyte as shown below.

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Enter the host and the other fields with the values that you defined in the Snowflake script that you pasted into the worksheet earlier in this Tutorial.  Under the Authorization method, select the Username and Password option and enter the password you set in the script. Once you’ve added your details, click on Set up destination.

Step 3: Set up a HubSpot to Snowflake connection

Once the source and destination are configured,  create a new connection that uses the new HubSpot source eand the new Snowflake destination, and define the connection settings. Set the replication frequency for how often you want Airbyte to copy your data.

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You can also select the data sets that you want to copy. In the image below we select the Contacts data and set the Sync mode to Incremental | Append.

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You can also choose between using Raw Data or Basic normalization with normalization set by default. Once configured, click on the Set up connection button.

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After creating a new connection, a sync should start. You can also start a sync at any time by clicking on Sync now.

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Once the sync is complete, you can view the tables created by Airbyte Cloud in Snowflake. In this example, you can see the Contacts table that has been copied by Airbyte.

You can also click on the table to view the format of the columns created by Aibyte to map data from the source.

You can also test out the incremental sync by adding some more contacts through HubSpot. In this example, 50 more entries were added.

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Running another sync will copy the new rows to Snowflake.

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You can view the updated row in the Snowflake tables.

Conclusion

This tutorial has demonstrated how to set up a connection between HubSpot and Snowflake using Airbyte Cloud. Once your data is in Snowflake, you can combine it with data from other sources to drive your analytics capabilities to the next level!  

To summarize, in this tutorial you have learned how to:

1. Configure a HubSpot Airbyte source
2. Configure a Snowflake Airbyte destination
3. Create an Airbyte connection that automatically copies data from HubSpot to Snowflake
4. Incrementally sync HubSpot data to Snowflake

If you have enjoyed this tutorial, you may be interested in other Airbyte tutorials, or in Airbyte’s blog. You can also join the conversation on our community Slack Channel, participate in discussions on Airbyte’s discourse, or sign up for our newsletter. Furthermore, if you want to use Airbyte to replicate your HubSpot data to Snowflake, try out our fully managed solution Airbyte Cloud for free!

Method 2: Connecting Hubspot to snowflake manually‍

Moving data from HubSpot to Snowflake without using third-party connectors or integrations involves several steps, including exporting data from HubSpot, preparing the data, and then importing it into Snowflake. This process requires a good understanding of both platforms and some programming knowledge. Here’s a detailed guide to help you through the process:

Step 1: Export Data from HubSpot

1. Access Your HubSpot Account: Log in to your HubSpot account.
2. Determine Data to Export: Identify the data you want to move to Snowflake (e.g., contacts, deals, companies, etc.).
3. Use HubSpot APIs: Use HubSpot’s APIs to programmatically extract the data. You’ll need to write a script or use a tool that can make HTTP requests to the HubSpot API endpoints.
4. Authentication: Obtain an API key or set up OAuth for authentication with HubSpot’s APIs.
5. API Requests: Make API requests to the appropriate endpoints to retrieve your data. For example, to get contacts, you would use the Contacts API.
6. Handle Pagination: Ensure your script handles pagination since HubSpot’s API will return data in pages with a limited number of records per page.
7. Rate Limiting: Be aware of rate limits and build in retries or pauses as needed.
8. Save Data Locally: Save the exported data to a local file, preferably in a CSV or JSON format, which can be easily imported into Snowflake.

Step 2: Prepare the Data

1. Cleanse Data: Inspect the data for any inconsistencies or errors and clean it as necessary.
2. Transform Data: If needed, transform the data into a format that is compatible with Snowflake. For example, you might need to convert date formats or split columns.
3. Create a Staging Area: Set up a staging area on your local machine or a cloud storage service that Snowflake can access, such as Amazon S3, Google Cloud Storage, or Azure Blob Storage.
4. Upload Data: Upload the prepared data files to the staging area.

Step 3: Set Up Snowflake

1. Log in to Snowflake: Access your Snowflake account.
2. Create a Database and Schema: If not already set up, create a database and schema where the HubSpot data will reside.
3. Create Tables: Define and create tables in Snowflake that will hold the HubSpot data, ensuring the schema matches the data format you’ve prepared.

Step 4: Import Data into Snowflake

1. Stage Files: Use the PUT command in Snowflake to stage your files if they are not already in a cloud storage that Snowflake can access.
2. Copy Data: Use the COPY INTO command to load the data from the staged files into the Snowflake tables.
3. Data Validation: After loading the data, run some queries to validate that the data has been imported correctly and completely.
4. Set Up Refreshes: Depending on your needs, you may want to set up a scheduled job to repeat this process at regular intervals to keep your Snowflake data up to date with HubSpot.

Step 5: Automate the Process

1. Scripting: Automate the entire process using a scripting language such as Python, which can handle API requests, file operations, and execute SQL commands in Snowflake.
2. Scheduling: Use a job scheduler like cron (for Linux/macOS) or Task Scheduler (for Windows) to run your script at the desired frequency.

Notes

• Security: Make sure to handle your credentials securely, using environment variables or a secrets manager.
• Error Handling: Implement comprehensive error handling in your scripts to manage API failures, network issues, or data inconsistencies.
• Monitoring: Set up monitoring and alerts to notify you if the data transfer process fails.

By following these steps, you should be able to move data from HubSpot to Snowflake without the need for third-party connectors or integrations. Be prepared to invest some time in writing and testing your scripts to ensure a smooth data transfer process.