How to integrate Hubspot using Microsoft Fabric
Learn how to quickly and efficiently connect Hubspot with Microsoft Fabric for smooth data access.
Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required. You can do it all using the high-performance Hubspot ODBC Driver (powered by Hubspot Connector for ZappySys API Driver). We'll walk you through the entire setup.
Ready to dive in? Download the product to jump right in, or follow the step-by-step guide below to see how it works.
Create data source using Hubspot ODBC Driver
Video instructions
Watch this quick walkthrough to see how to configure your Hubspot ODBC data source, or scroll down for the step-by-step written guide.
Step-by-step instructions
To get data from Hubspot using Microsoft Fabric, we first need to create an ODBC data source. We will later read this data in Microsoft Fabric. Perform these steps:
-
Download and install ODBC PowerPack (if you haven't already).
-
Search for
odbcand open the ODBC Data Sources (64-bit):
-
Create a User data source (User DSN) based on the ZappySys API Driver driver:
ZappySys API Driver
- Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
- Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this
-
When the Configuration window appears give your data source a name if you haven't done that already, then select "Hubspot" from the list of Popular Connectors. If "Hubspot" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
HubspotDSNHubspot
-
Select your authentication scenario below to expand connection configuration steps to:
- Configure the authentication in Hubspot.
- Enter those details into the ZappySys API Driver data source configuration.
Hubspot authentication
Private apps allow you to use HubSpot's APIs to access specific data from your HubSpot account. You can authorize what each private app can request or change in your account, which will generate an access token that's unique to your app. [API reference]
Follow these instructions to create a Private app in HubSpot and configure HubSpot authentication in SSIS package or ODBC data source:
- First of all, go to HubSpot portal.
-
Then click Data Management option on the left
and then hit Integrations menu item:
-
Move on by clicking Private Apps menu item
and then click Create a private app button to create one:
- Then continue by following the instructions on HubSpot Docs.
-
Once you create an app, go to SSIS package or ODBC data source and in Private App authentication set these parameters:
- For AccessToken field use Access token value from the Private app configuration in HubSpot.
- Done! Now you are ready to use HubSpot Connector!
API Connection Manager configuration
Just perform these simple steps to finish authentication configuration:
-
Set Authentication Type to
Private app (Static Access Token) [Http] - Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Finally, hit OK button:
HubspotDSNHubspotPrivate app (Static Access Token) [Http]https://api.hubapi.comRequired Parameters AccessToken Fill-in the parameter... Optional Parameters RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True
Find full details in the Hubspot Connector authentication reference.Hubspot authentication
In HubSpot, a public app is a type of integration that can be installed on customer accounts or listed on the App Marketplace. It requires authentication via OAuth. Once a user installs your app on their HubSpot account, you’ll be able to make API calls to that account using an OAuth access token. [API reference]
Follow these instructions to create a Public app in HubSpot and configure HubSpot authentication in SSIS package or ODBC data source:
- First of all, if you don't have HubSpot Developer's account, register one.
- Go to HubSpot and select your Developer account.
-
Click Apps on the left hand side and then click Create app button to create a Public app:
-
Then continue by following the instructions in HubSpot Docs.
NOTE: If you don't have a working Redirect URL, you can use
https://zappysys.com/oauth(it's safe).- Once you create an app, go to SSIS package or ODBC data source and in Public app authentication set these parameters (use values from your Public app configuration in HubSpot):
- For ClientId field use Client ID value.
- For ClientSecret field use Client secret value.
-
For Scope field use Scopes values, e.g.:
accounting tickets files crm.lists.read crm.lists.write crm.objects.contacts.read crm.objects.contacts.write crm.schemas.contacts.read crm.objects.custom.read crm.objects.custom.write crm.schemas.custom.read crm.objects.companies.read crm.objects.companies.write crm.schemas.companies.read crm.objects.deals.read crm.objects.deals.write crm.schemas.deals.read crm.objects.quotes.read crm.objects.quotes.write crm.schemas.quotes.read crm.objects.line_items.read crm.objects.line_items.write crm.schemas.line_items.read
NOTE: You can use other scopes too, but they must match the scopes defined in your Public app.- For ReturnUrl field use one of Redirect URLs.
- When you are done with that, click Generate Token button to generate Access and Refresh Tokens.
- Done! Now you are ready to use HubSpot Connector!
API Connection Manager configuration
Just perform these simple steps to finish authentication configuration:
-
Set Authentication Type to
Public app [OAuth] - Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Press Generate Token button to generate the tokens.
- Finally, hit OK button:
HubspotDSNHubspotPublic app [OAuth]https://api.hubapi.comRequired Parameters UseCustomApp Fill-in the parameter... Scope (Must Match with App Scopes) Fill-in the parameter... Optional Parameters Client ID Client Secret ReturnUrl RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True
Find full details in the Hubspot Connector authentication reference.
- Once you create an app, go to SSIS package or ODBC data source and in Public app authentication set these parameters (use values from your Public app configuration in HubSpot):
Hubspot authentication
Deprecated authentication method. Use [Private app] instead. [API reference]
Using HubSpot API key is deprecated method for authentication. Use Private app authentication instead. If you still need one, then follow these instructions to get HubSpot API key:
- First of all, if you don't have HubSpot Developer's account, register one.
- Go to HubSpot and select your Developer account.
-
Click Apps on the left hand side and then click Get HubSpot API key button to get one:
-
When a popup appears, click Show Key button and then hit Copy button to copy API key:
-
Once copy the API key, go to SSIS package or ODBC data source and use it in API Key authentication configuration:
- Paste it in ApiKey parameter field.
- Done! Now you are ready to use HubSpot Connector!
API Connection Manager configuration
Just perform these simple steps to finish authentication configuration:
-
Set Authentication Type to
Developer API key (Deprecated) [Http] - Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Finally, hit OK button:
HubspotDSNHubspotDeveloper API key (Deprecated) [Http]https://api.hubapi.comRequired Parameters ApiKey Fill-in the parameter... Optional Parameters RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True
Find full details in the Hubspot Connector authentication reference.Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:
ZappySys API Driver - HubspotRead and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.HubspotDSN
Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in Microsoft Fabric to retrieve data from Hubspot. Hit OK button to use this query in the next step.
SELECT * FROM Companies -- WHERE Id=123
Some parameters configured in this window will be passed to the Hubspot API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful datamuch faster .Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Microsoft Fabric:
ZappySys API Driver - HubspotRead and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.HubspotDSNSELECT * FROM Companies -- WHERE Id=123
You can also access data quickly from the tables dropdown by selecting <Select table>.AWHEREclause,LIMITkeyword will be performed on the client side, meaning that thewhole result set will be retrieved from the Hubspot API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Hubspot servers).Click OK to finish creating the data source.
Install Microsoft On-premises data gateway (Standard mode)
To access and read Hubspot data in Microsoft Fabric, you must download and install the Microsoft On-premises data gateway (Standard mode). It acts as a secure bridge between Microsoft Fabric cloud services and your local Hubspot ODBC data source:
There are two types of On-premises data gateways:
Standard mode- Supports Power BI and other Microsoft Cloud services
- Installs as a Windows service
- Starts automatically
- Supports centralized user access control
- Supports the
Direct Queryfeature - Ideal for enterprise solutions
Personal mode- Supports Power BI services only
- Cannot run as a Windows service
- Stops when you sign out of Windows
- Does not support access control
- Does not support the
Direct Queryfeature - Best for individual use and POC solutions
You can download the On-premises data gateway directly from the Microsoft Fabric or Power BI portals:
You must use the Standard mode of the gateway. Personal mode is not supported by Microsoft Fabric.Link ODBC data source via the gateway
Follow these steps to download, install, and configure the gateway in Standard mode:
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Download On-premises data gateway (standard mode) and run the installer.
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Once the configuration window opens, sign in:
Sign in with the same email address you use for Microsoft Fabric. -
Select Register a new gateway on this computer (or migrate an existing one):
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Name your gateway, enter a Recovery key, and click the Configure button:
Save your Recovery Key in a safe place (like a password manager). If you lose it, you cannot restore or migrate this gateway later. -
Once Microsoft gateway is installed, check if it registered correctly:
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Go back to Microsoft Fabric portal
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Click Gear icon on top-right
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And then hit Manage connections and gateways menu item
-
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Continue by clicking the On-premises data gateway tab and selecting Standard mode gateways from the dropdown menu:
If your gateway is not listed, the registration may have failed. To resolve this:
- Wait a couple of minutes and refresh Microsoft Fabric portal page
- Restart the machine where On-premises data gateway is installed
- Check firewall settings
-
Success! The gateway is now Online and ready to handle requests.
- Done!
Make sure to download and install Standard mode. The Personal mode gateway is not supported by Microsoft Fabric cloud services and will not work.You are now ready to load data into Microsoft Fabric.
Load Hubspot data into Microsoft Fabric
Now that we have configured the ODBC data source and installed the On-premises data gateway, we can proceed with loading data. You can accomplish this in two ways:
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Copy job
Best for simple, high-speed data copying without modification.
-
Dataflow Gen2
Best if you need to transform, clean, or reshape data before loading.
Let's dive into the steps for both methods.
Use Copy job for high-speed loading
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Go to the Microsoft Fabric Portal.
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Select an existing Workspace or create a new one by clicking New workspace (ensure you are in the Home section):
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Inside your workspace, click the New item button in the toolbar to start creating your data pipeline:
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In the item selection window, choose Copy job to open the data ingestion wizard:
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In the Choose data source screen, search for
odbcand select the Odbc source:
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Then enter your ODBC connection string (
DSN=HubspotDSN) and selectMyGatewayfrom the Data gateway dropdown we configured in the previous step:DSN=HubspotDSNDSN=HubspotDSN
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Select the table(s) and preview the data you wish to copy from Hubspot. Once done, click Next:
DSN=HubspotDSN
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Choose your Data Destination. You can create a New Fabric item (like a Lakehouse or Warehouse) or select an existing one:
In this example, we will use a Lakehouse as the destination. -
Choose Full copy to load all data, or Incremental copy to load only changed data in subsequent runs:
-
Review the Column and Table mappings section:
-
On the summary screen, review your settings. You can optionally enable Run on schedule. Click Save + Run to execute the job:
DSN=HubspotDSNDSN=HubspotDSN
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The job will enter the queue. Monitor the Status column to see the progress:
DSN=HubspotDSN
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Wait for the status to change to Succeeded. Your Hubspot data is now successfully integrated into Microsoft Fabric!
-
Let's go to our Lakehouse (
MyLakehouse) and verify the data:
-
Success! The data has been loaded.
Use Dataflow for advanced transformation
Another way to load data is by creating a Dataflow Gen2. This approach allows you to perform complex data transformations (ETL) before loading the data into its destination.
Configure Dataflow activity
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Go to the Microsoft Fabric Portal.
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Inside your workspace, click New item and select Dataflow Gen2:
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In the Power Query editor, click Get data from another source:
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Search for ODBC in the search bar and select the ODBC connector:
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Then in the next step follow these instructions:
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Enter your ODBC connection string (e.g.,
DSN=HubspotDSN) - Expand Advanced options
- Enter your SQL statement
- Select your On-premises data gateway
- Finally, click Next:
DSN=HubspotDSNDSN=HubspotDSNSELECT * FROM Companies -- WHERE Id=123
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Enter your ODBC connection string (e.g.,
-
You will see a preview of your Hubspot data. You can now transform the data if needed (filter rows, rename columns, change types, etc.):
Odbc.Query("DSN=HubspotDSN", "SELECT * FROM Companies #(lf)-- WHERE Id=123")
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Now, let's send this data to the Lakehouse. Click the + button (Add data destination) at the bottom right and select Lakehouse:
Odbc.Query("DSN=HubspotDSN", "SELECT * FROM Companies #(lf)-- WHERE Id=123")
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Configure the destination connection settings and click Next:
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Select your specific Lakehouse, enter the Table name you want to create, and click Next:
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Uncheck Use automatic settings to set data update or schema options manually. Map the columns with proper data types and click Save settings when done:
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The destination is now set. Click the Publish button to save the Dataflow:
Odbc.Query("DSN=HubspotDSN", "SELECT * FROM Companies #(lf)-- WHERE Id=123")
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Done! You can now start building reports using your new semantic model.
Configure and run Pipeline
Once you have created and published your Dataflow, you can use a Pipeline to orchestrate and run it.
-
Go to the Microsoft Fabric Portal.
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Inside your workspace, click New item and select Data Pipeline to create a new pipeline.
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In the pipeline editor, select the Dataflow activity from the toolbar to add it to your canvas:
-
Select the Dataflow activity on the canvas and click the Settings tab. Choose your Workspace and the Dataflow you created in the previous steps:
-
You are now ready to link the Dataflow with other Pipeline activities.
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Once the Pipeline flow is configured, click the Run button at the top, then click Save and run to execute the pipeline:
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Monitor the Output tab below. The Pipeline status will initially show as In progress:
-
Wait for the process to complete. The status will update to Succeeded, indicating your data has been successfully loaded via the Dataflow:
-
Done! You can now start building reports on your new semantic model.
Optional: Centralized data access via ZappySys Data Gateway
In some situations, you may need to provide Hubspot data access to multiple users or services. Configuring the data source on a Data Gateway creates a single, centralized connection point for this purpose.
This configuration provides two primary advantages:
-
Centralized data access
The data source is configured once on the gateway, eliminating the need to set it up individually on each user's machine or application. This significantly simplifies the management process.
-
Centralized access control
Since all connections route through the gateway, access can be governed or revoked from a single location for all users.
Data Gateway Local ODBCdata sourceSimple configuration Installation Single machine Per machine Connectivity Local and remote Local only Connections limit Limited by License Unlimited Central data access Central access control More flexible cost To achieve this, you must first create a data source in the Data Gateway (server-side) and then create an ODBC data source in Microsoft Fabric (client-side) to connect to it.
Let's not wait and get going!
Create Hubspot data source in the gateway
In this section we will create a data source for Hubspot in the Data Gateway. Let's follow these steps to accomplish that:
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Search for
gatewayin the Windows Start Menu and open ZappySys Data Gateway Configuration:
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Go to the Users tab and follow these steps to add a Data Gateway user:
- Click the Add button
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In the Login field enter a username, e.g.,
john - Then enter a Password
- Check the Is Administrator checkbox
- Click OK to save
-
Now we are ready to add a data source:
- Click the Add button
- Give the Data source a name (have it handy for later)
- Then select Native - ZappySys API Driver
- Finally, click OK
HubspotDSNZappySys API Driver
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When the ZappySys API Driver configuration window opens, go back to ODBC Data Source Administrator where you already have the Hubspot ODBC data source created and configured, and follow these steps on how to Import data source configuration into the Gateway:
-
Open ODBC data source configuration and click Copy settings:
ZappySys API Driver - HubspotRead and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.HubspotDSN
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The window opens, telling us the connection string was successfully copied to the clipboard:
-
Then go to Data Gateway configuration and in data source configuration window click Load settings:
HubspotDSNZappySys API Driver - Configuration [Version: 2.0.1.10418]ZappySys API Driver - HubspotRead and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.HubspotDSN
-
Once a window opens, just paste the settings by pressing
CTRL+Vor by clicking right mouse button and then Paste option.
-
Open ODBC data source configuration and click Copy settings:
-
Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:
- This will initially allow all inbound traffic.
- Click Edit IP filters to restrict access to specific IP addresses or ranges.
-
Crucial Step: After creating or modifying the data source, you must:
- Click the Save button to persist your changes.
- Hit Yes when prompted to restart the Data Gateway service.
This ensures all changes are properly applied:
Skipping this step may cause the new settings to fail, preventing you from connecting to the data source.
Create ODBC data source to connect to the gateway
In this part we will create an ODBC data source to connect to the ZappySys Data Gateway from Microsoft Fabric. To achieve that, let's perform these steps:
-
Search for
odbcand open the ODBC Data Sources (64-bit):
-
Create a User data source (User DSN) based on the ODBC Driver 17 for SQL Server driver:
ODBC Driver 17 for SQL Server
If you don't see the ODBC Driver 17 for SQL Server driver in the list, choose a similar version. -
Then set a Name for the data source (e.g.
Gateway) and the address of the Data Gateway:ZappySysGatewayDSNlocalhost,5000
Make sure you separate the hostname and port with a comma, e.g.localhost,5000. -
Proceed with the authentication part:
- Select SQL Server authentication
-
In the Login ID field enter the user name you created in the Data Gateway, e.g.,
john - Set Password to the one you configured in the Data Gateway
-
Then set the default database property to
HubspotDSN(the one we used in the Data Gateway):HubspotDSNHubspotDSN
Make sure to type the data source name manually or copy/paste it directly into the field. Using the dropdown might fail because the Trust server certificate option is not enabled yet (next step). -
Continue by checking the Trust server certificate option:
-
Once you do that, test the connection:
-
If the connection is successful, everything is good:
-
Done!
We are ready to move to the final step. Let's do it!
Access data in Microsoft Fabric via the gateway
Finally, we are ready to read data from Hubspot in Microsoft Fabric via the Data Gateway. Follow these final steps:
-
Go back to Microsoft Fabric.
-
Then, go to your Copy job or Dataflow and start configuring your ODBC data source (like you did in the previous step).
-
In the ODBC configuration window, configure these fields:
-
Enter your ODBC connection string (DSN format), for example:
DSN=ZappySysGatewayDSN - Expand Advanced options and set the SQL statement
-
Select
MyGatewayfrom the Data gateway dropdown that you configured in the previous step -
Select
Basicfrom the Authentication kind dropdown -
Enter the Username (e.g.,
john) and Password that you configured in ZappySys Data Gateway
DSN=ZappySysGatewayDSNSELECT * FROM Companies -- WHERE Id=123
DSN=ZappySysGatewayDSN
-
Enter your ODBC connection string (DSN format), for example:
-
Read the data the same way we discussed at the beginning of this article.
-
That's it!
Now you can connect to Hubspot data in Microsoft Fabric via the Data Gateway.
Supported Hubspot Connector actions
Got a specific use case in mind? We've mapped out exactly how to perform a variety of essential Hubspot operations directly in Microsoft Fabric, so you don't have to figure out the setup from scratch. Check out the step-by-step guides below:
- Archive Companies
- Archive Contacts
- Archive Deals
- Archive Line Items
- Archive Products
- Archive Quotes
- Archive Tickets
- Create Companies
- Create Contacts
- Create Deals
- Create Line Items
- Create Products
- Create Quotes
- Create Tickets
- Get Companies
- Get Company By ID
- Get Company Properties
- Get Contact By ID
- Get Contact Properties
- Get Contacts
- Get Deal By ID
- Get Deal Properties
- Get Deals
- Get Line Item By ID
- Get Line Item Properties
- Get Line Items
- Get Owners
- Get Product By ID
- Get Product Properties
- Get Products
- Get Quote By ID
- Get Quotes
- Get Quotes Properties
- Get Ticket By ID
- Get Tickets
- Get Tickets Properties
- Search Companies
- Search Contacts
- Search Deals
- Search LineItems
- Search Products
- Search Quotes
- Search Tickets
- Update Companies
- Update Contacts
- Update Deals
- Update Line items
- Update Products
- Update Quotes
- Update Tickets
- Upload File from Local Disk
- Make Generic REST API Request
- Make Generic REST API Request (Bulk Write)
Conclusion
In this article we showed you how to connect to Hubspot in Microsoft Fabric and integrate data without writing complex code — all of this was powered by Hubspot ODBC Driver.
Download ODBC PowerPack now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):
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