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

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.

How to connect

1

Create a new data flow. In Coupler.io, click Add data flow and search for HubSpot as your source.

2

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.

3

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.

4

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.

5

Run your data flow. Click Run to execute a manual run and confirm everything loads correctly.

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