Skip to main content

Hubspot

Connect Hubspot CRM to Google Sheets​

Castodia automatically imports fresh data from your Hubspot CRM to your Google Sheets on a highly customizable schedule. Auto-refresh data as often as every 1 minute for near real-time data.

How to Connect Hubspot CRM to Google Sheets​

Castodia lets you pull data from your Hubspot CRM directly into Google Sheets.

To connect your Hubspot CRM, follow the steps below:‍

  1. Open the Castodia Admin Dashboard
  2. From the Databases Menu, click on Create
  3. Add a nickname for your source connection
  4. From the dropdown menu, select Hubspot
  5. Gather and enter your data source Access Token. How to get a token?
  6. Click the "Test" button to verify your credentials
  7. Click the "Save" button once a green notification pops up, indicating that the add-on was successfully installed.

And that's it! Enjoy running your queries.

How to Get your HubSpot API Access Token​

Note

You only need these steps if you don't already have an access token.

  1. Go to hubspot.com and login to your account
  2. Click on Settings

Click on settings

  1. Go to Integrations > Private apps on the left side menu

Go to integrations

  1. Click on Create a private app button

Click create app

  1. Enter basic info such as Name, a logo (optional), and a description (optional)

Enter info

  1. Click on Scopes

Click on scopes

  1. Select the resources you’d like to access using this token (Note: we only require read-only access scopes for the resources you’d like to connect).

Select resource

  1. Click on the Create app button located on the top right corner.

Create app

  1. Confirm the creation of your access token

Confirm create

  1. Your Private App has been set up. You can copy your Access token directly from this page or you can find it on the Private Apps homepage.

Private app created

Private app info

  1. You are done! With your Access token you are able to connect Hubspot on the Castodia admin app. If you need help creating a source on Castodia, please refer to our Integrations page. For more information on Hubspot Private apps, please refer to their guide.