Are you looking to connect your HubSpot CRM data with SQL Server for advanced analytics and reporting? You’re in the right place. This guide will walk you through three proven methods to integrate these platforms, helping you choose the best solution based on your technical skills and business needs.

Why Connect HubSpot to SQL Server?

Before we dive into the “how,” let’s quickly cover the “why.” Connecting HubSpot to SQL Server offers several key advantages:

1. Enhanced Data Analysis: By combining HubSpot’s customer interaction data with SQL Server’s powerful querying capabilities, you can uncover deeper business insights and create more comprehensive reports.
2. Automated Data Warehousing: Maintain an up-to-date backup of your HubSpot data in SQL Server, improving data governance and enabling historical analysis.
3. Cross-Platform Data Accessibility: Allow your teams to access and analyze HubSpot data using familiar SQL tools and business intelligence platforms.

Now that we understand the benefits, let’s explore the top three methods to connect HubSpot to SQL Server.

Top 3 Methods to Connect HubSpot to SQL Server

Solution	Best For
Coefficient	Non-technical teams needing a spreadsheet-based solution for easy HubSpot data import into SQL Server with real-time syncing capabilities
Skyvia	Organizations requiring a dedicated integration platform with no-code options for direct HubSpot to SQL Server connections
MS SQL Server Replicator	Enterprise users needing native integration capabilities with advanced customization options

Let’s break down each method in detail.

1. Coefficient : The No-Code Solution for Your Spreadsheet

Coefficient provides a user-friendly approach that uses spreadsheets as an intermediate layer between HubSpot and SQL Server. This method allows for data transformation and cleaning before pushing to SQL Server, making it ideal for business users without extensive technical knowledge.

Step-by-Step Guide:

Step 1. Install Coefficient

For Google Sheets

• Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.
• In the Google Workspace Marketplace, search for “Coefficient.”
• Follow the prompts to grant necessary permissions.
• Launch Coefficient from Extensions > Coefficient > Launch.
• Coefficient will open on the right-hand side of your spreadsheet.

For Microsoft Excel

• Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
• Type “Coefficient” in the search bar and click ‘Add.’
• Follow the prompts in the pop-up to complete the installation.
• Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Step 2. Connect and Import Data from HubSpot

• Launch Coefficient in Google Sheets or Excel.

• Navigate to the Coefficient sidebar, click on the Menu, choose HubSpot and authorize access.

• After authorization, select From Objects & Fields.
• Import data from HubSpot by selecting the objects and fields needed.

When finished, click ‘Run’ to import the data to your spreadsheet.

Step 3. Export Data from Your Spreadsheet to MS SQL

Before starting, make sure you’ve connected to MS SQL.

Then, navigate to Coefficient’s menu >Click “Export to…”

Select MS SQL.

Choose the tab in your workbook that contains the data you want to export and specify the header row that contains the database field headers.

Specify the table in your database where you want to insert the data and choose the appropriate action (Insert, Update, Delete).

Complete the field mappings for the export. Then, confirm your settings and click “Export” to proceed.

Then, highlight the specific rows in your sheet that you want to export, or choose to export all rows.

Review your settings and follow the prompts to push your data back to MS SQL.

Pros:

• No coding required
• Familiar spreadsheet interface
• Real-time data syncing
• Automated scheduling options

Cons:

• Requires a spreadsheet as an intermediate step
• Limited to spreadsheet row limitations

For more details on connecting SQL Server to Google Sheets, check out our guide on Microsoft SQL Server to Google Sheets.

2. Skyvia: The Dedicated Integration Platform

Skyvia offers a dedicated integration platform for connecting HubSpot to SQL Server directly, with both simple and advanced configuration options.

Step-by-Step Guide:

Let’s walk through setting up your HubSpot to SQL Server integration using Skyvia:

1. Create a Skyvia Account First, let’s set up your Skyvia environment:

• Visit skyvia.com and click “Start Free Trial”
• Register using your business email
• Select “Integration” from the product options
• After verification, you’ll be taken to your dashboard
• Click “New Integration” to begin

1. Configure HubSpot Connection Now let’s connect your HubSpot account:

• In the Skyvia dashboard, select “Connections” → “New Connection”
• Choose “HubSpot” from the connector list
• Click “Connect with HubSpot”
• In the authorization window, log in to your HubSpot account

Grant necessary permissions:
{

  “required_scopes”: [

    “contacts”,

    “companies”,

    “deals”,

    “tickets”,

    “e-commerce”

  ]

• }
  
• Test the connection using Skyvia’s connection tester
• Save your connection with a recognizable name (e.g., “HubSpot-Production”)

1. Set up SQL Server Connection Configure your destination database:

• Create another new connection, selecting “Microsoft SQL Server”

Enter your SQL Server details:

Server: your-server.database.windows.net

Database: your_hubspot_data

Authentication: SQL Server Authentication

Username: your_username

Password: your_password

• Port: 1433
  

Configure advanced settings:

Connection Timeout: 30 seconds

Command Timeout: 300 seconds

Encrypt Connection: Yes

• Trust Server Certificate: Yes
  
• Test the connection to ensure it’s working
• Save this connection as “SQLServer-Destination”

1. Define Data Mapping Create your data synchronization rules:

— Example target table structure

CREATE TABLE dbo.hubspot_contacts (

    contact_id INT PRIMARY KEY,

    email VARCHAR(255),

    firstname VARCHAR(100),

    lastname VARCHAR(100),

    company VARCHAR(255),

    last_modified DATETIME,

    created_date DATETIME,

    lifecycle_stage VARCHAR(50),

    lead_source VARCHAR(100)

);

In Skyvia’s mapping interface:

• Select “New Integration Package”
• Choose source (HubSpot) and target (SQL Server) connections
• For each object type (Contacts, Companies, Deals):
  • Create a new task
  • Select source object (e.g., “Contacts”)
  • Choose target table

Map fields:
HubSpot Field : SQL Server Column

vid : contact_id

email : email

firstname : firstname

lastname : lastname

company : company

hs_lastmodifieddate : last_modified

createdate : created_date

lifecyclestage : lifecycle_stage

• leadsource : lead_source
  

Set up field transformations where needed:

// Example: Standardize date format

function transformDate(date) {

  return new Date(date).toISOString();

}

// Example: Standardize company names

function transformCompany(company) {

  return company ? company.trim().toUpperCase() : null;

• }
  

1. Schedule Synchronization Set up your sync schedule:

• Click “Schedule” in your integration package

Configure sync settings:

Sync Frequency:

  Type: Incremental

  Schedule: Every 6 hours

  Start Time: 00:00 UTC

  Days: Monday-Sunday

Error Handling:

  Retry Attempts: 3

  Retry Interval: 5 minutes

  Error Notification: Email

Monitoring:

  Log Level: Detailed

  Success Notifications: Yes

Failure Notifications: Yes

• Set up email notifications for sync status
• Enable real-time monitoring dashboard

Pros:

• Direct integration
• Visual mapping interface
• Comprehensive scheduling options

Cons:

• Paid solution
• Requires separate platform subscription

3. MS SQL Server Replicator: The Native Integration

The official HubSpot integration for SQL Server provides native support for data replication between the two platforms.

Step-by-Step Guide:

Let’s set up the native HubSpot integration:

1. Install MS SQL Server Replicator First, prepare your environment:

• Download the MS SQL Server Replicator from HubSpot’s website
• Run the installer as administrator

Configure installation settings:

# Installation path

C:Program FilesHubSpotSQLReplicator

# Service configuration

Service Name: HubSpotSQLReplicator

Start Type: Automatic

• Log On As: Local System Account
  

1. Configure HubSpot API Credentials Set up your API access:

• Log into your HubSpot developer account

Create a private app:

App Name: SQL Server Replicator

Scopes Required:

  – crm.objects.contacts.read

  – crm.objects.companies.read

  – crm.objects.deals.read

•   – crm.schemas.custom.read
  

Copy your API key and enter it in the Replicator configuration:

{

  “api_key”: “your-api-key”,

  “rate_limit”: 100,

  “batch_size”: 250

• }
  

1. Select Data Objects for Replication Configure what data to sync:

• Open the Replicator Configuration Manager

Select target database:

— Create necessary tables

CREATE TABLE [dbo].[HubSpot_Contacts] (

    [Id] [int] PRIMARY KEY,

    [Properties] [nvarchar](max),

    [Associations] [nvarchar](max),

    [SyncDate] [datetime2](7)

);

• — Repeat for Companies, Deals, etc.
  

Choose objects to replicate:

Objects:

  Contacts:

    Enabled: true

    Properties:

      – email

      – firstname

      – lastname

      – company

      – lifecyclestage

  Companies:

    Enabled: true

    Properties:

      – name

      – domain

      – industry

  Deals:

    Enabled: true

    Properties:

      – dealname

      – amount

•       – closedate
  

1. Set up Replication Schedule Configure your sync timing:

Schedule:

  Initial Sync:

    Mode: Full

    Batch Size: 1000

    Rate Limit: 100/minute

  Incremental Sync:

    Frequency: 15 minutes

    Change Detection: Modified Date

    Lookback Window: 24 hours

1. Monitor Sync Status Set up monitoring:

— Create monitoring view

CREATE VIEW dbo.vw_HubSpot_Sync_Status AS

SELECT 

    ObjectType,

    LastSyncDate,

    RecordsProcessed,

    ErrorCount,

    SyncDuration

FROM dbo.HubSpot_Sync_Log

WHERE SyncDate >= DATEADD(day, -7, GETDATE());

— Create alert procedure

CREATE PROCEDURE dbo.sp_Alert_FailedSync

AS

BEGIN

    DECLARE @ErrorMessage NVARCHAR(MAX)

    SELECT @ErrorMessage = ‘Sync failed for ‘ + ObjectType

    FROM dbo.HubSpot_Sync_Log

    WHERE ErrorCount > 0

    AND SyncDate >= DATEADD(hour, -1, GETDATE());

    IF @ErrorMessage IS NOT NULL

        EXEC msdb.dbo.sp_send_dbmail

            @profile_name = ‘Notifications’,

            @recipients = ‘your.email@company.com’,

            @subject = ‘HubSpot Sync Failed’,

            @body = @ErrorMessage;

END;

Pros:

• Native integration
• Direct support from HubSpot
• Enterprise-grade security

Cons:

• Technical setup required
• Limited customization options

Connect HubSpot to SQL Server with Coefficient

Connecting HubSpot to SQL Server opens up new possibilities for data analysis and reporting. Whether you opt for the user-friendly Coefficient solution, the dedicated Skyvia platform, or the native MS SQL Server Replicator, you now have the knowledge to choose the best method for your needs.

Ready to start syncing your HubSpot data to SQL Server? For a user-friendly experience with powerful automation capabilities, we recommend trying Coefficient’s spreadsheet-based solution. Get started now and take your data analysis to the next level.

Frequently Asked Questions

Can you use SQL in HubSpot?

While HubSpot doesn’t directly support SQL queries, using Coefficient you can easily export HubSpot data to SQL Server and then run any SQL queries you need.

How do I pull data from HubSpot to SQL Server?

The easiest method is using Coefficient’s spreadsheet integration, which allows you to import HubSpot data and push it to SQL Server without any coding required.

How often can I sync HubSpot data to SQL Server?

With Coefficient, you can set up automatic syncs as frequently as every 15 minutes, ensuring your SQL Server database always has the most recent HubSpot data.