HubSpot Setup

HubSpot Setup

Sync all your HubSpot data to your Postgres database in real-time. Query your CRM data with SQL. And insert, update, or delete HubSpot records in both HubSpot and your database simultaneously.

This guide walks you through setting up a real-time sync between HubSpot and your database using Sequin.

In just a couple of minutes, you'll configure and start your sync, read your HubSpot data, and write an update back to HubSpot.

Create a HubSpot sync

Connect HubSpot and your database to Sequin to start your sync.

Step 1: Create a new Sequin account at https://app.sequin.io/signup.

Step 2: Select HubSpot as the platform you want to sync.

Step 3: Now create the connection to HubSpot by selecting Add new API key.

Step 4: Select the HubSpot objects you want to sync to your database. Sequin syncs HubSpot's standard objects, custom objects, and associations to tables in your database.

Step 5: By default, Sequin syncs all the standard and custom properties of each HubSpot object to columns in your database. You can choose which properties will sync to your database.

Step 6: Connect to the destination database you want to sync your HubSpot data to. Sync to a database you host by choosing the Connect option and following the steps to connect to your database. Or, if you want to get up and running quickly, click the Launch option to spin up a demo database we host for you (on Amazon RDS).

Step 7: Click Create.

After you click Create, Sequin will begin backfilling all your data. We'll show you the progress we're making in the console. Within a minute or two, you can begin exploring your schema and querying your data in SQL. We'll send you an email when your backfill is complete.

Query your HubSpot data using SQL

Connect to your database via Sequin's Postgres Proxy, which lets you write to your synced tables as well as read them. We'll use psql as an example in this setup guide, but you can use any SQL client that works with Postgres.

Step 1: Go to Connection Instructions on the Sequin console. Copy the psql command to connect to your database via the Proxy.

Step 2: Open your terminal, and paste the psql command. Press Enter. This will open a connection to your database so you can write your first query:

psql -d {your_connection_string_here}
psql (14.2, server 12.11)
Type "help" for help.

db7hea89oah3tas=>

Step 3: To get a sense of your schema, list all the tables you're syncing to your database by typing the command \dt:

db7hea89oah3tas=> \dt

                   List of relations
 Schema |           Name            | Type  |  Owner
--------+---------------------------+-------+----------
 public | _sync_cdc                 | table | postgres
 public | associations_company_deal | table | postgres
 public | company                   | table | postgres
 public | contact                   | table | postgres
 public | deal                      | table | postgres
(6 rows)

You'll see all the HubSpot objects you selected when setting up your sync are now tables in your database. You'll also see some _sync tables which Sequin uses to manage your sync.

Step 4: Now, write your first query. You can start with a simple select to get your bearings:

db7hea89oah3tas=> select count(*) from contact;

 count
-------
    15
(1 row)

Now, pull the contact id, firstname, and lastname for a specific customer to use in the next step:

db7hea89oah3tas=> select id, firstname, lastname from contact where email='eric@sequin.io';

  id  | firstname | lastname
------+-----------+----------
 1001 | Eric      | Goldman
(1 row)

Great, you can now use this id in the last step of this setup guide.

Write back to HubSpot

To create, update, or delete objects in HubSpot, you can insert, update, or delete rows in your Postgres database.

When you're connected to your database through the Sequin Proxy, the Proxy listens for changes. When you make a mutation, the Proxy applies the mutation to HubSpot's API first. If the mutation succeeds, your database is updated as well. If it fails, your database mutation will be rolled back, and you'll receive a Postgres error.

In this example, you'll update the contact in the prior step by giving them a new first and last name:

update contacts
set firstname = 'Sequin', lastname = 'Setup'
where id = '{{contact_id}}'

This call will update the first and last name of that contact. If the Postgres write returned without an error, that means the API write succeeded as well!

You can see over on HubSpot that the record has updated.

Step 3: Now, confirm the change in your database. Go back to psql and check the contact you just updated:

db7hea89oah3tas=> select firstname, lastname from contact where id='{{contact_id}}';

 firstname | lastname
-----------+----------
 Sequin    | Setup
(1 row)

Great, HubSpot and your database were updated simultaneously.

Next steps

Your HubSpot tables are now available as fully readable and writeable tables in your database. You can query for all your data using SQL, and mutate data thanks to Sequin's Postgres Proxy. To build on this foundation, here are some next steps:

• Setup your ORM to work with your synced tables.
• Edit the HubSpot objects and properties you're syncing at any time.
• Create views on your HubSpot data to tailor your schema to your needs.
• Invite your team to your Sequin account and start building!

If you need assistance setting up your sync, just send us a note. We're around and would and eager to help.