Configure HubSpot as your data pipeline source

Set up HubSpot as a data pipeline source to extract and sync records into your destination. This guide includes connection setup, pipeline configuration, and key behavior for working with HubSpot CRM objects.

Features supported

The following features are supported when using HubSpot as a data pipeline source:

• Extract and sync data using the HubSpot REST API
• Support for full and incremental sync
• Field-level selection for data extraction
• Schema drift detection and handling
• Field-level data masking

Prerequisites

You must have the following configuration and access:

• A HubSpot account with API access
• OAuth credentials with appropriate API scopes

Connect to HubSpot

Connect to HubSpot

Complete the following steps to connect to HubSpot as a data pipeline source. This connection enables the pipeline to extract and sync records from your HubSpot CRM.

1

Select Create > Connection.

2

Search for and select HubSpot on the New connection page.

3

Enter a name in the Connection name field.

HubSpot connection setup

4

Use the Location drop-down to select the project where you plan to store the connection.

5

Select Cloud in the Connection type field, unless you need to connect through an on-prem group.

6

Optional. Expand Advanced settings to view additional configuration options.

7

Optional. Enter a Custom OAuth profile if you manage OAuth externally.

8

Select Connect to verify and store the connection.

Configure the pipeline

Complete the following steps to configure HubSpot as your data pipeline source:

1

Select Create > Data pipeline.

2

Provide a Name for the data pipeline.

Data pipeline setup

3

Use the Location drop-down menu to select the project where you plan to store the data pipeline.

4

Select Start building.

5

Click the Extract new/updated records from source app trigger. This trigger defines how the pipeline retrieves data from the source application.

Configure the Extract new/updated records from source app trigger

6

Select HubSpot from Your Connected Source Apps.

7

Choose the HubSpot connection you plan to use for this pipeline. Alternatively, click + New connection to create a new connection.

Choose a HubSpot connection

8

Click Add object to open the object wizard.

Add objects

9

Search or browse the list of available HubSpot objects. Select the objects you plan to sync and click Add.

Select objects

10

Review and customize the schema for each selected object. When you select an object, the pipeline automatically fetches its schema to ensure the destination matches the source.

Expand object

You can expand any object to view its fields. Keep all fields selected to extract all available data, or deselect specific fields to exclude them from data extraction and schema replication.

11

Click Add object again to add more objects using the same flow. You can repeat this step to include multiple Jira objects in your pipeline.

12

Choose how to handle schema changes:

• Select Auto-sync new fields to detect and apply schema changes automatically.
• Select Block new fields to manage schema changes manually. This option may cause the destination to fall out of sync if the source schema updates.

Unsynchronized schema changes, also known as schema drift, can cause issues if not managed. Refer to the Schema drift section for more information.

13

Configure how often the pipeline syncs data from the source to the destination in the Frequency field. Choose either a standard time-based schedule or define a custom cron expression.

1

Select the Time unit, such as Minutes, Hours, or Days.

2

Specify the sync interval in the Trigger every field.

For example, if you select Hours as the Time unit and enter 12 in the Trigger every field, the pipeline syncs every 12 hours. The minimum interval you can set is 30 minutes.

Configure sync frequency

3

Select a start date for the historical data sync in the When first started, this pipeline should pick up records from field. This defines the earliest date from which the pipeline extracts records. If you leave this field blank, the pipeline picks up all available records from the source.

You can't change this value after you run the pipeline. Refer to the When first started, this recipe should pick up events from section for more information.

4

Click Save to save your progress before you configure your data pipeline destination.

1

Select Custom schedule in the Time unit field.

Configure sync frequency

2

Enter a Cron expression in the Cron expression field using the format:

[minute] [hour] [day of month] [month] [day of week]

The minimum interval for cron schedules is 15 minutes. For example, to sync every day at 8:00 AM UTC, enter:

0 8 * * *

3

Optional. Select a Timezone for the cron expression. Leave blank to use Etc/UTC.

4

Select a start date for the historical data sync in the When first started, this pipeline should pick up records from field. This defines the earliest date from which the pipeline extracts records. If you leave this field blank, the pipeline picks up all available records from the source.

You can't change this value after you run the pipeline. Refer to the When first started, this recipe should pick up events from section for more information.

5

Click Save to save your progress before you configure your data pipeline destination.

Object schema behavior

The HubSpot connector extracts records from objects exposed by the HubSpot REST API. These objects define the schema that the pipeline uses.

Workato infers schema and data types from a selected reference object. The object structure must remain consistent to ensure accurate schema mapping.