Connect HubSpot and Snowflake Data Ingestion (BETA)

Connect HubSpot and Snowflake Data Ingestion to sync data from any table in your Snowflake account with HubSpot records. With this, you can remove data silos and operationalize your Snowflake data in HubSpot. 

Learn more about HubSpot data sync. 

Before you begin

• The Snowflake user must have access to at least one Snowflake warehouse and READ access to the database/schema/table/view that you are syncing.
• The level of access HubSpot has to your Snowflake instance depends on the permissions assigned to it. You can choose to use a Snowflake role that lets HubSpot copy the chosen customer data into HubSpot and has a scope you are comfortable with.
• You can create more than one object sync to sync data from different Snowflake tables, but you can only have one sync per Snowflake table. 
• If you need to get the range of IP addresses needed to connect HubSpot to your Snowflake account, contact HubSpot Support. 

Connect the app

• Make sure your HubSpot account is opted into this beta: Snowflake Data Ingestion. 
• Navigate to this link: https://app.hubspot.com/portal-recommend/l?slug=data-sync/app/2963325.
• In the upper-right, click Install app. 
• In the dialog box, enter your Snowflake Account Identifier, Username, and Password. 

• Click Connect to Snowflake Data Ingestion. You can continue to set up the sync or set it up at a later time. 

Start a sync

• In your HubSpot account, navigate to Data Management > Integrations.
• Click Snowflake Data Ingestion. 
• Click Set up a sync. 
• On the Select the data that you want to sync page:
  • On the Snowflake Data Ingestion card, select which Database, Schema, and Table to sync from. 
  • Choose the direction the data should sync.
  • Choose which HubSpot object the data should sync to. 

• On the Configure page: 
  • In the Record matching section, select how you want to match records in HubSpot and Snowflake:
    • Choose my own fields to match on: select the Snowflake field and HubSpot property to be used to match records in both apps.
    • Do no matching: this is recommended if you want to move all Snowflake records to HubSpot and don't have any matching records for the object you want. 
    • Learn more about how records are matched in a data sync here. 

• • In the Reference fields section:
    • Select the Warehouse field. The warehouse selected should have a size compatible with the number of rows you are syncing to HubSpot. 
    • Select the Record ID field. This field is the unique record ID from the Snowflake table.

• • In the Subscription settings section, click the Sync frequency dropdown menu and select the frequency at which you want to sync the data.

• • In the Mapped fields section, set up any field mappings for each column that you want to sync to HubSpot contact properties. 
• On the Limit page, click Edit to add any filters to limit which ones will sync from one app to the other. You can add multiple filters with AND or OR conditions. By default, all records are included in the sync. 
• On the Organize page, review any associations that will be synced from Snowflake to HubSpot. Records in HubSpot will not be deleted if it is deleted from the Snowflake table. 
• On the Review page, review your sync configuration and click Save and sync.