# HubSpot

HubSpot is a leading CRM platform that helps teams manage deals, contacts, companies, and the full customer lifecycle. With Coupler.io, you can export your HubSpot data to spreadsheets, BI tools, databases, or AI assistants — automatically and on a schedule.

## Why connect HubSpot to Coupler.io?

* **Build custom sales dashboards** using Deals, Contacts, and Companies data without manual exports
* **Combine multiple HubSpot entities** in one data flow using Join or Append transformations — for example, join Deals with Contacts to see which reps own which opportunities
* **Send CRM data to AI tools** like ChatGPT, Claude, or Gemini to generate summaries, forecasts, or pipeline analysis
* **Sync to any destination** — Google Sheets, Excel, BigQuery, Looker Studio, and more

## Prerequisites

* A HubSpot account (any plan)
* Access to the HubSpot portal you want to connect — you must be able to authorize the OAuth connection
* Coupler.io account (free plan works)

## Quick start

{% hint style="success" %}
Start with the **Deals** entity if you're building a sales pipeline report. It's the most commonly used entity and gives you the clearest picture of revenue performance.
{% endhint %}

## How to connect

{% stepper %}
{% step %}
**Create a new data flow.** In Coupler.io, click **Add data flow** and search for HubSpot as your source.
{% endstep %}

{% step %}
**Authorize your HubSpot account.** Click **Sign in with HubSpot** and complete the OAuth flow. Select the HubSpot portal you want to connect, then grant the requested permissions.
{% endstep %}

{% step %}
**Choose an entity.** Select the data you want to pull — for example, Deals, Contacts, or Companies. You can add more sources to the same data flow later.
{% endstep %}

{% step %}
**Specify columns to export.** Limit exported data to [needed columns only](https://docs.coupler.io/sources/category/crm/hubspot/best-practices/how-to-specify-hubspot-columns-to-export). It is optional step.
{% endstep %}

{% step %}
**Choose a destination.** Select where you want your data to land — Google Sheets, BigQuery, Looker Studio, Excel, or an AI destination like ChatGPT or Claude.
{% endstep %}

{% step %}
**Run your data flow.** Click **Run** to execute a manual run and confirm everything loads correctly.
{% endstep %}
{% endstepper %}

## Available entities

| Entity                     | Group           | Description                                              |
| -------------------------- | --------------- | -------------------------------------------------------- |
| Deals                      | Frequently used | Pipeline deals with stage, amount, close date, and owner |
| Contacts                   | Frequently used | People in your CRM with properties and lifecycle stage   |
| Companies                  | Frequently used | Company records with firmographic data                   |
| Communications             | Miscellaneous   | Communication records logged in HubSpot                  |
| Feedback submissions       | Miscellaneous   | NPS and survey responses                                 |
| Products                   | Miscellaneous   | Product catalog items                                    |
| Taxes                      | Miscellaneous   | Tax records                                              |
| Quotes                     | Miscellaneous   | Sales quotes sent to prospects                           |
| Line items                 | Miscellaneous   | Individual line items linked to deals or quotes          |
| Tickets                    | Miscellaneous   | Support tickets from the Service Hub                     |
| Goals                      | Miscellaneous   | Sales and activity goal tracking                         |
| Owners                     | Miscellaneous   | HubSpot users assigned as record owners                  |
| Calls                      | Miscellaneous   | Logged call records                                      |
| Emails                     | Miscellaneous   | One-to-one emails logged in CRM                          |
| Meetings                   | Miscellaneous   | Scheduled and completed meetings                         |
| Notes                      | Miscellaneous   | Notes attached to CRM records                            |
| Tasks                      | Miscellaneous   | To-do tasks assigned to reps                             |
| Leads                      | Miscellaneous   | Prospecting leads (Sales Hub)                            |
| Marketing emails           | Miscellaneous   | Marketing email campaign records                         |
| Workflows                  | Miscellaneous   | Automation workflow metadata                             |
| Broadcast messages         | Miscellaneous   | Social broadcast message records                         |
| Email statistics by period | Reports         | Aggregated email performance metrics over time           |
| Performance report         | Reports         | Website and traffic performance analytics                |