Introduction

You can connect to your Hubspot data using PowerShell using the high-performance Hubspot ODBC Driver (powered by Hubspot Connector). We'll walk you through the entire setup.

Let's not waste time and get started!

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.

While this video uses the OData Connector as an example, the core concepts and setup process are exactly the same for the Hubspot Connector.

Video doesn't load? Watch this video on YouTube.

Step-by-step instructions

To get data from Hubspot using PowerShell, we first need to create an ODBC data source. We will later read this data in PowerShell. Perform these steps:

  1. Download and install ODBC PowerPack (if you haven't already).

  2. Search for odbc and open the ODBC Data Sources (64-bit):

    Open ODBC Data Source

  3. Create a User data source (User DSN) based on the ZappySys API Driver driver:

    ZappySys API Driver
    Create new User DSN for 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

  4. 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:

    HubspotDSN
    Hubspot
    ODBC DSN Template Selection

  5. 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.
    Private app (Static Access Token)

    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:

    1. First of all, go to HubSpot portal.
    2. Then click Data Management option on the left and then hit Integrations menu item: Go to integrations in HubSpot
    3. Move on by clicking Private Apps menu item and then click Create a private app button to create one: Create private app to get HubSpot data via REST API
    4. Then continue by following the instructions on HubSpot Docs.
    5. 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.
    6. Done! Now you are ready to use HubSpot Connector!

    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to Private app (Static Access Token) [Http]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Finally, hit OK button:
    HubspotDSN
    Hubspot
    Private app (Static Access Token) [Http]
    https://api.hubapi.com
    Required Parameters
    AccessToken Fill-in the parameter...
    Optional Parameters
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN HTTP Connection Configuration
    Find full details in the Hubspot Connector authentication reference.
    Public app

    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:

    1. First of all, if you don't have HubSpot Developer's account, register one.
    2. Go to HubSpot and select your Developer account.
    3. Click Apps on the left hand side and then click Create app button to create a Public app: Create public app to get HubSpot data via REST API
    4. 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).

    5. 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.
    6. When you are done with that, click Generate Token button to generate Access and Refresh Tokens.
    7. Done! Now you are ready to use HubSpot Connector!

    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to Public app [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Press Generate Token button to generate the tokens.
    5. Finally, hit OK button:
    HubspotDSN
    Hubspot
    Public app [OAuth]
    https://api.hubapi.com
    Required 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
    ODBC DSN OAuth Connection Configuration
    Find full details in the Hubspot Connector authentication reference.
    Developer API key (Deprecated)

    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: Get HubSpot API key
    • When a popup appears, click Show Key button and then hit Copy button to copy API key: Use API key to read HubSpot data via REST API
    • 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:

    1. Set Authentication Type to Developer API key (Deprecated) [Http]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Finally, hit OK button:
    HubspotDSN
    Hubspot
    Developer API key (Deprecated) [Http]
    https://api.hubapi.com
    Required Parameters
    ApiKey Fill-in the parameter...
    Optional Parameters
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN HTTP Connection Configuration
    Find full details in the Hubspot Connector authentication reference.

  6. 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 - Hubspot
    Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.
    HubspotDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API

  7. 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 PowerShell to retrieve data from Hubspot. Hit OK button to use this query in the next step. 

    SELECT * FROM Companies
-- WHERE Id=123
    Configure table/endpoint parameters in ODBC data source based on API Driver
    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 data much faster.

  8. 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 PowerShell:

    ZappySys API Driver - Hubspot
    Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.
    HubspotDSN
    SELECT * FROM Companies
-- WHERE Id=123
    API ODBC Driver-based data source data preview
    You can also access data quickly from the tables dropdown by selecting <Select table>.
    A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole 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).

  9. Click OK to finish creating the data source.

Read Hubspot data in PowerShell

Sometimes, you need to quickly access and work with your Hubspot data in PowerShell. Whether you need a quick data overview or the complete dataset, this article will guide you through the process. Here are some common scenarios:

Viewing data in a terminal
  • Quickly peek at Hubspot data
  • Monitor data constantly in your console
Saving data to a file
  • Export data to a CSV file so that it can be sliced and diced in Excel
  • Export data to a JSON file so that it can ingested by other processes
  • Export data to an HTML file for user-friendly view and easy sharing
  • Create a schedule to make it an automatic process
Saving data to a database
  • Store data internally for analysis or for further ETL processes
  • Create a schedule to make it an automatic process
Sending data to another API
  • Integrate data with other systems via external APIs

In this article, we will delve deeper into how to quickly view the data in PowerShell terminal and how to save it to a file. But let's stop talking and get started!

Reading individual fields

  1. Open your favorite PowerShell IDE (we are using Visual Studio Code).

  2. Use this code snippet to read the data using HubspotDSN data source:

    "DSN=HubspotDSN"
    Read API data with PowerShell using ODBC DSN in Visual Code

    For your convenience, here is the whole PowerShell script: 

    # Configure connection string and query
$connectionString = "DSN=HubspotDSN"
$query = "SELECT * FROM Customers"

# Instantiate OdbcDataAdapter and DataTable
$adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
$table = New-Object System.Data.DataTable

# Fill the table with data
$adapter.Fill($table)

# Since we know we will be reading just 4 columns, let's define format for those 4 columns, each separated by a tab
$format = "{0}`t{1}`t{2}`t{3}"

# Display data in the console
foreach ($row in $table.Rows)
{
    # Construct line based on the format and individual Hubspot fields
    $line = $format -f ($row["CustomerId"], $row["CompanyName"], $row["Country"], $row["Phone"])
    Write-Host $line
}
    Access specific Hubspot table field using this code snippet: 
    $field = $row["ColumnName"]
    You will find more info on how to manipulate DataTable.Rows property in Microsoft .NET reference.
    For demonstration purposes we are using sample tables which may not be available in Hubspot.

  3. To read values in a console, save the script to a file and then execute this command inside PowerShell terminal:

    Read API data in PowerShell using ODBC DSN
    You can also use even a simpler command inside the terminal, e.g.: 
    . 'C:\Users\john\Documents\dsn.ps1'

Retrieving all fields

However, there might be case, when you want to retrieve all columns of a query. Here is how you do it:

"DSN=HubspotDSN"
Read all API columns from ODBC data source in PowerShell

Again, for your convenience, here is the whole PowerShell script: 

# Configure connection string and query
$connectionString = "DSN=HubspotDSN"
$query = "SELECT CustomerId, CompanyName, Country, Phone FROM Customers"

# Instantiate OdbcDataAdapter and DataTable
$adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
$table = New-Object System.Data.DataTable

# Fill the table with data
$adapter.Fill($table)

# Display data in the console
foreach ($row in $table.Rows) {
    $line = ""
    foreach ($column in $table.Columns) {
        $value = $row[$column.ColumnName]

        # Let's handle NULL values
        if ($value -is [DBNull])
        {
            $value = "(NULL)"
        }
        $line += $value + "`t"
    }
    Write-Host $line
}
You can limit the numbers of lines to retrieve by using a LIMIT keyword in the query, e.g.: 
SELECT * FROM Customers LIMIT 10

Using a full ODBC connection string

In the previous steps we used a very short format of ODBC connection string - a DSN. Yet sometimes you don't want a dependency on an ODBC data source (and an extra step). In those times, you can define a full connection string and skip creating an ODBC data source entirely. Let's see below how to accomplish that in the below steps:

  1. Open ODBC data source configuration and click Copy settings:
    ZappySys API Driver - Configuration [Version: 2.0.1.10418]
    ZappySys API Driver - Hubspot
    Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.
    HubspotDSN
    Copy connection string for ODBC application
  2. The window opens, telling us the connection string was successfully copied to the clipboard: Successful connection string copying for ODBC application
  3. Then just paste the connection string into your script: Paste ODBC connection string in PowerShell to read API data
  4. You are good to go! The script will execute the same way as using a DSN.

Have in mind that a full connection string has length limitations.

Proceed to the next step to find out the details.

Handling limitations of using a full connection string

Despite using a full ODBC connection string may be very convenient it comes with a limitation: it's length is limited to 1024 symbols (or sometimes more). It usually happens when API provider generates a very long Refresh Token when OAuth is at play. If you are using such a long ODBC connection string, you may get this error: 

"Connection string exceeds maximum allowed length of 1024"

But there is a solution to this by storing the full connection string in a file. Follow the steps below to achieve this:

  1. Open your ODBC data source.
  2. Click Copy settings button to copy a full connection string (see the previous section on how to accomplish that).
  3. Then create a new file, let's say, in C:\temp\odbc-connection-string.txt.
  4. Continue by pasting the copied connection string into a newly created file and save it.
  5. Finally, the last step! Just construct a shorter ODBC connection string using this format: 
    DRIVER={ZappySys API Driver};SettingsFile=C:\temp\odbc-connection-string.txt
  6. Our troubles are over! Now you should be able to use this connection string in PowerShell with no problems.
This feature requires ODBC PowerPack v1.9.0 or later.

Write Hubspot data to a file in PowerShell

Save data to a CSV file

Export data to a CSV file so that it can be sliced and diced in Excel: 

# Configure connection string and query
$connectionString = "DSN=HubspotDSN"
$query = "SELECT * FROM Customers"

# Instantiate OdbcDataAdapter and DataTable
$adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
$table = New-Object System.Data.DataTable

# Fill the table with data
$adapter.Fill($table)

# Export table data to a file
$table | ConvertTo-Csv -NoTypeInformation -Delimiter "`t" | Out-File "C:\Users\john\saved-data.csv" -Force

Save data to a JSON file

Export data to a JSON file so that it can ingested by other processes (use the above script, but change this part): 

# Export table data to a file
$table | ConvertTo-Json | Out-File "C:\Users\john\saved-data.json" -Force

Save data to an HTML file

Export data to an HTML file for user-friendly view and easy sharing (use the above script, but change this part): 

# Export table data to a file
$table | ConvertTo-Html | Out-File "C:\Users\john\saved-data.html" -Force
Check useful PowerShell cmdlets other than ConvertTo-Csv, ConvertTo-Json, and ConvertTo-Html for other data manipulation scenarios.

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 PowerShell, so you don't have to figure out the setup from scratch. Check out the step-by-step guides below:

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 ODBC
data source
Simple 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 PowerShell (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:

  1. Search for gateway in the Windows Start Menu and open ZappySys Data Gateway Configuration:

    Open ZappySys Data Gateway Service Manager

  2. Go to the Users tab and follow these steps to add a Data Gateway user:

    • Click the Add button
    • In the Login field enter a username, e.g., john
    • Then enter a Password
    • Check the Is Administrator checkbox
    • Click OK to save
    Data Gateway - Add User

  3. 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
    HubspotDSN
    ZappySys API Driver
    Data Gateway - Add data source

  4. 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 - Configuration [Version: 2.0.1.10418]
      ZappySys API Driver - Hubspot
      Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.
      HubspotDSN
      Copy connection string for ODBC application
    • The window opens, telling us the connection string was successfully copied to the clipboard: Successful connection string copying for ODBC application

    • Then go to Data Gateway configuration and in data source configuration window click Load settings:

      HubspotDSN
      ZappySys API Driver - Configuration [Version: 2.0.1.10418]
      ZappySys API Driver - Hubspot
      Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.
      HubspotDSN
      Load configuration in ZappySys Data Gateway data source
    • Once a window opens, just paste the settings by pressing CTRL+V or by clicking right mouse button and then Paste option.

  5. Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:

    Data Gateway - Add firewall rule for inbound connections
    • This will initially allow all inbound traffic.
    • Click Edit IP filters to restrict access to specific IP addresses or ranges.

  6. 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:

    ZappySys Data Gateway - Save Changes
    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 PowerShell. To achieve that, let's perform these steps:

  1. Search for odbc and open the ODBC Data Sources (64-bit):

    Open ODBC Data Source

  2. Create a User data source (User DSN) based on the ODBC Driver 17 for SQL Server driver:

    ODBC Driver 17 for SQL Server
    Create new User DSN for 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.

  3. Then set a Name for the data source (e.g. Gateway) and the address of the Data Gateway:

    ZappySysGatewayDSN
    localhost,5000
    ODBC driver for SQL Server - Setting hostname and port
    Make sure you separate the hostname and port with a comma, e.g. localhost,5000.

  4. 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
    ODBC driver for SQL Server - Selecting SQL Authentication

  5. Then set the default database property to HubspotDSN (the one we used in the Data Gateway):

    HubspotDSN
    HubspotDSN
    ODBC driver for SQL Server - Selecting database
    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).

  6. Continue by checking the Trust server certificate option:

    ODBC driver for SQL Server - Trusting certificate

  7. Once you do that, test the connection:

    ODBC driver for SQL Server - Testing connection

  8. If the connection is successful, everything is good:

    ODBC driver for SQL Server - Testing connection succeeded

  9. Done!

We are ready to move to the final step. Let's do it!

Access data in PowerShell via the gateway

Finally, we are ready to read data from Hubspot in PowerShell via the Data Gateway. Follow these final steps:

  1. Go back to PowerShell.

  2. Use this code snippet to read the data using ZappySysGatewayDSN data source:

    "DSN=ZappySysGatewayDSN"
    Read API data with PowerShell using ODBC DSN in Visual Code

    For your convenience, here is the whole PowerShell script: 

    # Configure connection string and query
$connectionString = "DSN=ZappySysGatewayDSN"
$query = "SELECT * FROM Customers"

# Instantiate OdbcDataAdapter and DataTable
$adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
$table = New-Object System.Data.DataTable

# Fill the table with data
$adapter.Fill($table)

# Since we know we will be reading just 4 columns, let's define format for those 4 columns, each separated by a tab
$format = "{0}`t{1}`t{2}`t{3}"

# Display data in the console
foreach ($row in $table.Rows)
{
    # Construct line based on the format and individual Hubspot fields
    $line = $format -f ($row["CustomerId"], $row["CompanyName"], $row["Country"], $row["Phone"])
    Write-Host $line
}
    Access specific Hubspot table field using this code snippet: 
    $field = $row["ColumnName"]
    You will find more info on how to manipulate DataTable.Rows property in Microsoft .NET reference.
    For demonstration purposes we are using sample tables which may not be available in Hubspot.

  3. Read the data the same way we discussed at the beginning of this article.

  4. That's it!

Now you can connect to Hubspot data in PowerShell via the ZappySys Data Gateway.

If you are asked for authentication details, use Database authentication, SQL authentication or Basic authentication option and enter the credentials you used when configuring the Data Gateway, e.g. john and your password.

Conclusion

In this guide, we demonstrated how to connect to Hubspot using PowerShell and integrate your data — all without writing complex code.

Ready to get started? Download ODBC PowerPack now or ping us via chat if you still need help:

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