Airtable Hubspot Integration

What This Article Covers

  • Sync your Hubspot Contacts, Deals, Companies and Tasks to Airtable with no code
  • Contact our support for fast help if you run into any issues
Follow along to get your Hubspot CRM data into Airtable:

Connecting to the Hubspot API to Airtable

In this reference we’ll look at how to setup a Hubspot Airtable integration for
  • Hubpsot contacts to Airtable
  • Hubpsot deals to Airtable
  • Hubpsot companies to Airtable
  • Hubpsot tasks to Airtable

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How Does SyncWith Work on Airtable?

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Connecting Hubspot to Airtable

Connecting to a specific Hubspot API endpoint to import to Airtable

Hubspot has many API endpoints, each used to retrieve a specific hubspot object. In addition SyncWith supports 1000s of APIs including many marketing focused APIs. Our first step is to pick the right api and endpoint to connect to.
  1. Install Syncwith if you haven’t
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  1. Open the SyncWith extension
  1. Click New report
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  1. A new tab will open in your browser to configure your connector listing many api services as well as the ability to search
  1. Search for hubspot
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  1. Pick the Hubspot endpoint you wish to use and connect to it
 
We’re now going to review some of the endpoints to see how exactly to pull in your hubspot data, starting with bringing hubspot deals into Airtable.

Connecting the Hubspot Deals to Airtable

Select the Hubspot Deals Endpoint

 
  1. Select HubSpot - CRM Deals.
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  1. After selecting the Hubspot Deals endpoint we must select what we want to do - list, create, read, update, etc.
  1. In most use cases we simply want to export and sync a list of Hubspot Deals to AirTable, in this case we choose List
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  1. You should now see the configuration screen for connecting to the deals endpoint
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  1. Now we need to configure the request
    1. Setup authentication with Hubspot
    2. Set the request parameters
    3. Preview the results

Authorize SyncWith’s Air Hubspot Integration

Now that we’ve selected the correct endpoint we’ll need to authorize SyncWith to access the data within Hubspot using either a hubspot user login or an API Key. The Authentication drop down provides these two options:
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We’ll use OAuth to login, simply choose OAuth and click Connect an account
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You’ll be sent to Hubspot.com to sign inand select an account you wish to be authorized, you’ll see a prompt like the following:
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You’ll be asked to confirm data privleges allowing SyncWith to pull the data from Hubspot and push it into Google Sheets:
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Click Connect app to proceed.

Configuring Your Request to Get a List of Deals into Airtable

You’ll notice that there are 3 properties you can specify in the request:
While you can set query parameters to limit the results returned you don’t have to.
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As well as some additional properties you can specify:
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We don’t need to specify any of these as they’re not required, we can hit Run and preview the results
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Previewing the Results

  1. Once we hit Run we’ll immediately see the results previewed for us
  1. One thing you’ll notice is all the data you want is in the properties field
    1. This is happening because the properties are stored in a json object
    2. To expand the JSON into columns simply click expand - if there is nested json you can do this recursively until you get the data shape you want
  • Click the + expand button to expand the properties so there is one per column
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  • Now we have one row per property:
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  • you can delete or rename the columns using the edit and garbage icons
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Creating a Table

  1. Click the Save button once you’re happy with the layout in the preview window
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  1. SyncWith will begin creating the connection, creating a new table in the base and importing the requested data, you see the Save button grey out and change to Saving
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  1. Once complete the configuration tab will close and your Airtable will be updated with a new table for your Hubspot deals data
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  1. The extension will list all your reports and each report has a context menu allowing you to Edit or Delete the report
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Refreshing the Hubspot Deals Airtable Connection

In order to refresh your hubspot data and sync it to airtable click the Refresh button
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Synching Hubspot Contacts to Airtable

The example above for importing deals into Airtable shows the process in great detail, for contacts we’ll do a quick run through as it’s almost exactly the same just selecting a different endpoint
  1. Click New report
  1. Search for hubspot
  1. Select HubSpot - CRM Contacts
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  1. If you want to pull contacts down into Airtable we select the GET operation on the endpoint /crm/v3/objects/contacts
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  1. Authenticate if you haven’t already via OAuth
  1. Click    ⚡️ Run
  1. + Expand the properties column to split the contact properties json into columns
  1. Click Save

Synching Hubspot Companies to Airtable

The example above for importing deals into Airtable shows the process in great detail, for contacts we’ll do a quick run through as it’s almost exactly the same just selecting a different endpoint
  1. Click New report
  1. Search for hubspot
  1. Select HubSpot - CRM Companies
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  1. If you want to pull contacts down into Airtable we select the GET operation on the endpoint /crm/v3/objects/companies to list all the company objects
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  1. Authenticate if you haven’t already via OAuth
  1. Click    ⚡️ Run
  1. + Expand the properties column to split the contact properties json into columns
  1. Click Save