HubSpot is a suite of Customer Relationship Management (CRM) tools that include modules for managing Marketing, Sales, and Customer Service. It follows a Software-as-a-Service (SaaS) business model that allows customers to use the product without investing in the development, infrastructure, and maintenance of the tools. Even though HubSpot provides a bundled in-built analytics solution, most organizations that use HubSpot will prefer to have a separate database for their analytics requirements.
This is done for a variety of reasons, the primary one being the ability to use their data with much more granular control. Businesses also feel that having the ability to combine HubSpot data with their existing data from different sources will give them the flexibility to build their own algorithms to perform a more comprehensive analysis of this data. This article will help you understand two methods that can help businesses set up HubSpot to PostgreSQL Migration.
What is HubSpot?
HubSpot is a well-known cloud-based CRM and an Inbound Marketing & Sales platform. It helps companies attract visitors, acquire leads, and convert leads into customers. HubSpot is capable of doing this by providing its users with a variety of functionalities that allow the Marketing & Sales teams at any organization to manage their key activities such as Content Creation, Social Media Sharing, Lead Capture, Workflow Management, Sales Pipeline Mapping, Performance Tracking, etc all through a Single Platform.
Hence, it allows businesses to be better equipped in managing Marketing & Sales activities efficiently and make a methodical plan on how they can nurture leads through a buyer’s journey effortlessly. In simple terms, it can be said that HubSpot is a software platform designed to help businesses market and sell more effectively.
What are the Key Features of HubSpot?
The key features of HubSpot are as follows:
- HubSpot Marketing Hub: Provides all functionalities required to run Marketing Campaigns that can attract and engage all potential and current customers. It houses various tools that allow businesses to manage their Social Media, Blogs, SEO, Emails, Landing Pages, etc. HubSpot Marketing Hub can also be used to create riveting content that can be used to engage all current and potential leads and customers.
- HubSpot Sales Hub: Provides all required tools that can help the Sales team of an organization convert leads into paying customers. It houses all functionalities that can be used by the Sales team to easily contact leads and existing customers. These functionalities include Meeting Scheduler, Calling, Pipeline Tracking, etc.
- HubSpot CRM: HubSpot Customer Relationship Management (CRM), as the name suggests is used to manage and improve the relationship between the business and leads or customers. It houses various tools that can help businesses track and categorize customers based on various parameters. These tools provide businesses the ability to store and manage Contact Information, record and update Conversion Status for Leads, etc.
- HubSpot Service Hub: Provides all functionalities that are used to ensure quality support to existing customers of any business. HubSpot Service Hub provides various power tools such as Support Ticket Management, Reporting, Live Chats, etc. to ensure that the users of any product or service face minimal issues that are resolved as soon as possible.
What is PostgreSQL?
PostgreSQL is a free and open-source database. It is now considered to be one of the most powerful Relational Database Management Systems (RDBMS) available in the market. It incorporates SQL and adds a set of new features that allow PostgreSQL to be used for Transactional Databases and as a Data Warehouse for analytical purposes.
One of the most significant advantages of using PostgreSQL and why it’s becoming the preferred choice for most businesses using Relational Databases is its ability to support the Object Relational Model, which allows users to define custom data types depending on the use case in their application.
What are the Key Features of PostgreSQL?
The key features of PostgreSQL are as follows:
- Data Integrity: PostgreSQL ensures Data Integrity by giving users the ability to create Primary and Foreign Keys, Unique and Not Null constraints, Explicit and Advisory Locks, Exclusion Constraints, etc.
- Multiple Data Types: PostgreSQL houses support for a wide variety of data types, including Primitive data types such as Integer, String, Boolean, etc., Structured data types such as an array, date, time, etc., and Document data types such as XML, JSON, etc.
- Highly extensible: PostgreSQL is considered highly extensible due to its support for various Procedural Languages such as PL/pgSQL, Perl, Python, etc., JSON/SQL Path Expressions, Foreign Data Wrappers that can be leveraged to connect to different databases with standard SQL interface.
- Robust Security: PostgreSQL houses a robust Access Control System along with several secure authentications, including Lightweight Directory Access Protocol(LDAP), SCRAM-SHA-256, etc., making it one of the most secure Relational Database Management Systems (RDBMS) available.
- Highly Reliable: PostgreSQL supports several disaster recovery techniques such as Active Standbys, Point In Time Recovery (PITR), and Tablespaces, along with numerous types of Replications such as Logical, Synchronous, and Asynchronous.
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What are the Methods to Set up HubSpot to PostgreSQL Migration?
Users can set up HubSpot to PostgreSQL Migration by implementing one of the following methods:
Method 1: Manual HubSpot to PostgreSQL Migration
Users can set up manually HubSpot to PostgreSQL Migration by first extracting the required data from HubSpot as a CSV file and then importing it in PostgreSQL. This can be done by implementing the following steps:
- Step 1: Log in to your HubSpot account and navigate to Account > Reports.
- Step 2: Click on Traffic Analytics, Events, or Campaign Analytics based on requirements.
- Step 3: Use the filters at the top to specify a date range and frequency.
- Step 4: Click Export in the upper right corner.
- Step 5: Click the File Format dropdown and select CSV.
- Step 6: Click Export. You will now receive a link to download the CSV file in your mailbox.
- Step 7: Download the file and save it on your local system.
- Step 8: Once the data has been extracted, a table has to be created in PostgreSQL to store that data. The table should have all the columns that are present in the exported data along with the right data types. The syntax to create tables in PostgreSQL is as follows:
REATE TABLE [IF NOT EXISTS] hubspot_data(
- You can now load the extracted data from the extracted CSV into the PostgreSQL database by executing the following command:
Limitations of Manual HubSpot to PostgreSQL Migration
The limitation associated with manual HubSpot to PostgreSQL Migration are as follows:
- Manual HubSpot to PostgreSQL is a complex process that might be tough to perform for someone who does not have enough technical knowledge of HubSpot and PostgreSQL.
- The process of exporting the data from HubSpot and importing it into PostgreSQL has to be done manually every time the data has to be updated in the database.
- Every time the data is exported from HubSpot, it will also include the data that was imported into PostgreSQL previously. Hence, the existing records either have to be removed manually from the exported data before they are imported into PostgreSQL, or duplicates have to be removed from PostgreSQL once the data has been imported.
- This kind of implementation requires the user to have access to a staging hardware instance to first download the data and then insert it into PostgreSQL. In the current Cloud-based architectures, such staging instances are difficult to come by.
Method 2: HubSpot to PostgreSQL Migration Using Hevo Data
Hevo helps you directly transfer data from HubSpot and various other sources to PostgreSQL, Business Intelligence tools, Data Warehouses, or a destination of your choice in a completely hassle-free & automated manner. It helps transfer data from HubSpot to a destination of your choice for free. Hevo is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.
Hevo takes care of all your data preprocessing needs required to set up HubSpot to PostgreSQL Migration and lets you focus on key business activities and draw a much more powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always has analysis-ready data in your desired destination.
The following steps can be implemented to set up HubSpot to PostgreSQL Migration using Hevo:
- Configure Source: Connect Hevo Data with HubSpot by signing in to your HubSpot account on Hevo.
- Integrate Data: Complete HubSpot to PostgreSQL Migration by providing information about your PostgreSQL database and its credentials such as database name, username, and password, along with information about the port number associated with your PostgreSQL database. Also, check out Hubspot to Jira Integration.
What can you achieve by migrating data from HubSpot to PostgreSQL?
Here’s a little something for the data analyst on your team. We’ve mentioned a few core insights you could get by replicating data from HubSpot to PostgreSQL. Does your use case make this list?
- Know your customer: Get a unified view of your customer journey by combing data from all your channels and user touchpoints. Easily visualize each stage of your sales funnel and quickly derive actionable insights.
- Supercharge your conversion rates: Leverage analysis-ready impressions, website visits, & clicks data from multiple sources in a single place. Understand what content works best for you and double down on it to increase conversions.
- Optimize Email Campaigns: Analyze your automated workflows and drip campaigns to identify your best-converting subject lines, top send days and times, and more.
This article provided you with a step-by-step guide on how you can set up HubSpot to PostgreSQL Migration manually or using Hevo. However, there are certain limitations associated with the manual method. If those limitations are not a concern to your operations, then using it is the best option but if it is, then you should consider using automated Data Integration platforms like Hevo.
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Hevo helps you directly transfer data from a source of your choice to a Data Warehouse, Business Intelligence, or desired destination in a fully automated and secure manner without having to write the code. It will make your life easier and make data migration hassle-free. It helps transfer data from HubSpot to a destination of your choice for free. It is User-Friendly, Reliable, and Secure.
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