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HubSpot is a cloud-based customer relationship management (CRM) platform that aids organizations in managing their marketing, sales, customer care, content management system (CMS), and operations.
The cutthroat digital environment in which we now live has mandated the need for organizations to examine their data and use it for growth carefully. Hubspot to Snowflake integration will enable you to organize the organization-wide data in a single central data warehouse. You can elevate your reporting, synchronize your business, and enhance customer experience with comprehensive and integrated insights.
This article will uncover the steps to set up the Integration successfully. You will learn to build an ETL pipeline for your organization in 3 Easy steps.
Prerequisites
Listed below are the prerequisites for moving data from HubSpot to Snowflake:
- Working knowledge of HubSpot.
- Working knowledge of Snowflake.
- A general idea of APIs.
- A Snowflake account.
What is HubSpot?
HubSpot is a Customer Relations Management platform. It helps marketing, sales, and customer service with its software which can help business with sales and growth. They provide a wide spectrum of resources, which include Marketing Hub, Sales Hub etc. You can use them to track marketing campaigns and automate processes for lead nurturing and other campaigns.
What is Snowflake?
Snowflake is a data warehouse which can be used to upload structured and semistructured data sets and process for analysis. The advantage of Snowflake is that it can automatically handle the entire process of the data storage process, including organization, structure, metadata, file size, compression, and statistics.
The users can also build many virtual warehouses, where each of them runs its own workload against the data in the database. Users can efficiently resize the number of nodes in each cluster for better performance.
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- Integrate data from 150+ sources(60+ free sources).
- Simplify data mapping with an intuitive, user-friendly interface.
- Instantly load and sync your transformed data into Snowflake.
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Why Transfer Data from Hubspot to Snowflake?
By migrating your data from Hubspot to Snowflake, you will be able to help your business stakeholders find the answers to these questions:
- What is the Marketing Behavioural profile of the Product’s Top Users?
- What message would take a customer from one lifecycle stage to another?
- How likely is the lead to purchase a product?
- What was the survey’s Engagement Rate of App Users by channel?
How to connect HubSpot to Snowflake?
Image Source
Multiple methods can be used to connect HubSpot with Snowflake to load data quickly:
Let’s walk through these methods one by one.
Method 1: Manual Method to move Data from HubSpot to Snowflake using HubSpot RESTful APIs
This process would require an investment in your engineering team. The high-level steps to move data from HubSpot to Snowflake using HubSpot RESTful APIs are as follows:
Step 1: Accessing Data Stored in HubSpot
- A broad range of data exists on HubSpot, which can be viewed through the HubSpot REST API, accessible via Postman, CURL, or various HTTP clients.
- Using REST API calls, one can discover everything from contact lists to email subscription events and more; each of these calls uses an authentication parameter, either an API Key or an OAuth Access Token, depending on the degree of rigor required for authentication and integration.
- In any case, the HubSpot API outputs JSON data, which works well with Snowflake since the latter platform can incorporate JSON data without creating a corresponding schema, as discussed in the next step.
Step 2: Transforming HubSpot Data
- Snowflake can integrate several data types without defining a schema, such as XML, Parquet, or, as is the case with HubSpot, JSON data.
- JSON data maps readily to the spreadsheet format of Snowflake, which describes web traffic events on an ordered table of rows and columns.
- Each of these columns corresponds directly to a HubSpot API endpoint response, but once again, where other data types must be systematically defined into a particular schema for a successful conversion, the JSON data used by HubSpot’s API has no such limitations.
Step 3: Loading HubSpot Data to Snowflake
Loading data from HubSpot to Snowflake is accomplished through one of four basic methods:
- COPY INTO: Most often, COPY INTO is the command used to load data into Snowflake, either from a local file system or from Amazon S3 buckets. In either case, this command is invoked on a Snowflake instance to move a copy of the data from HubSpot to a data warehouse.
- PUT: Alternatively, if a PUT command is invoked, data is placed in a staging area, which can then be copied to a Snowflake data warehouse.
- Direct Upload: In some cases, users might directly transmit data from HubSpot to an Amazon S3 bucket, where Snowflake can access the data.
- Visual Wizard: For those who would like a more user-friendly experience (at the cost of some functionality), Snowflake offers a GUI to copy data from HubSpot with a point and a click.
Regardless of the method implemented, it is essential to remember that, unlike other technologies, Snowflake does not use separable data schema but instead bundles the data schema with the COPY query for a more streamlined data-loading user experience.
Step 4: Maintaining Data in the Snowflake Warehouse
- To ensure that data is as accurate as possible, users must practice a constant and consistent data maintenance schedule.
- Every update to HubSpot can potentially invalidate pre-existing data fields, making it essential for the end-user to create UPDATE statements in the Snowflake database regularly.
- Failure to maintain such a schedule can result in flawed, inaccurate, and outright corrupted data, inevitably leading to much frustration and time lost on the developer’s part.
- Of course, maintaining a rigorous system of manual updates can be an equally frustrating and time-consuming task. This brings us to Hevo: a software package that eliminates much of the busy work involved in web traffic analytics.
Limitations of Using RESTful APIs to Integrate HubSpot and Snowflake
Users who are considering using a manual data transferral method, rather than a completely automated platform such as Hevo, face significant drawbacks:
- Effort-Intensive: All of the steps involved in moving data from HubSpot to Snowflake require much effort from the end user.
- Inability to Automate Changes: Any change created in HubSpot requires the user to make a corresponding change in the Snowflake data warehouse.
- Lack of Replication: Developers who desire a “one and done” approach to data transfer must look elsewhere. Every time data is moved, each step involved in this article must be repeated.
- Data Loss/Corruption: Irrevocable data loss and corruption can result from errors in the manual loading process.
Method 2: Using Coded Actions
You can use this method to write custom code into the Hubspot workflow which getis triggered in response to the events. Because of this, it is easy to control the data transfer and any changes in the process when you move data between HubSpot and Snowflake.
(Source: HubSpot)
As you can see in the figure, this method requires you to write code. This will be a limitation of this method for companies that don’t want to invest their team’s bandwidth into coding. On the other hand, if you want the flexibility of coding yourself, you just need to head to the ‘Custom code’ option in Hubspot.
Method 3: Using Custom Middleware
Middleware is the software that is built into an app pipeline to manage requests. This method can be used when the coded actions wouldn’t suffice to handle your requirements. In this method, you could generate custom middleware to manage requests and responses that arise between HubSpot database and Snowflake. This will let you exchange your data without the need of a platform to connect HubSpot and Snowflake. Another requirement to use this method is a team member who is specialized in this.
Method 4: Move Data from HubSpot to Snowflake using Hevo Data
Hevo Data, a No-code Data Pipeline can help you move data from HubSpot (among 150+ sources) swiftly to Snowflake. Hevo is fully managed and it completely automates the process of monitoring and replicating the changes on the secondary database rather than making the user write the code repeatedly. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss. Hevo allows you to not only export & load data but also transform & enrich your data & make it analysis-ready in a jiff. It helps transfer data from HubSpot to a destination of your choice for free.
Following are the steps to use Hevo Data to move data from HubSpot to Snowflake:
Step 1: Configure the Source
- Connect Hevo Data with HubSpot by providing your authorized email id associated with HubSpot.
- Select HubSpot Account whose data you want to replicate.
- Authorize Hevo Data to access your HubSpot Account’s Data
- Finally, configure your HubSpot Source page by giving a unique name for your pipeline.
Step 2: Configure Destination
Load data from HubSpot to Snowflake by providing the following details:
- Destination Name: A unique name for the Destination.
- Snowflake Account URL: The account URL obtained is from your Snowflake account.
- Database User: The Hevo user you created. This user plays a non-administrator role in the Snowflake database.
- Database Password: The password for the database user.
- Database Name: The name of the target database where the data will be loaded.
- Database Schema: The name of the schema in the target database where the data will be loaded.
- Note: Schema names are case-sensitive.
- Warehouse: Snowflake warehouse associated with the database where SQL queries and DML operations are performed.
Conclusion
This article has unleashed the unconventional capabilities that HubSpot to Snowflake integration offers when utilizing Hevo, a no-code Data Pipeline. Following a three-step guide, you can quickly build your ETL pipeline with Hevo.
HubSpot to Snowflake integration creates a unified picture of the organization-wide data. We have studied two methods of connecting HubSpot to Snowflake- The manual method and Using Hevo. The debate is still up in many organizations on whether to build or purchase ETL pipelines. But an organization’s choice is influenced by various parameters, including team size, customers served, and corporate size.
Quick Tip: To leverage the power of data to make more informed business decisions, it’s better to employ Data teams to thoroughly analyze the data rather than spend time searching for it. You can save your engineering bandwidth by utilizing Hevo ETL pipelines.
Frequently Asked Questions (FAQs)
Why Connect HubSpot to Snowflake?
Because of its many fascinating features, HubSpot is frequently used as a CRM, sales platform, and inbound marketing platform, as well as for content management, marketing automation, email marketing, and social media marketing. But to acquire a more complete and up-to-date picture of your customers, you need all the information in your data warehouse, such as Snowflake.
What are the use cases for HubSpot to Snowflake Integration?
You can provide your Support, Sales, and Marketing Teams access to insightful data housed in Snowflake by configuring the HubSpot to Snowflake Integration. This contains the distinctive data models that you created for Snowflake and the Product Usage Data and Events Data. As you scale, you can get more significant and faster insights thanks to HubSpot to Snowflake Integration for immediate, frictionless, safe data sharing.
Can we integrate data from multiple sources like HubSpot, Salesforce, SAS, & other CRMs to Snowflake?
Yes, we can integrate data from multiple sources into Snowflake. Many top data tools and platforms, including Hevo, Tableau, and others, are fully compatible with Snowflake (check out the complete list here).
Hevo x Snowflake can assist you in becoming a truly data-driven organization without having to worry about ingesting diverse data types and without the need to deploy your engineering teams to write scripts. You can simply obtain the insights you need to drive business performance by configuring Snowflake as the Destination in minutes using Hevo ETL pipelines.
What are your thoughts on moving data from HubSpot to Snowflake? Let us know in the comments.
Nathaniel is a seasoned technical writer with over ten years of experience. He is passionate about crafting informative content in the data industry. He specializes in writing on data analytics, machine learning, AI, big data, and business intelligence, offering valuable insights that help people solve complex problems.
