HubSpot V3 Data Model
The CData Excel Add-In for HubSpot models HubSpot CRM API v3 data as an easy-to-use SQL database. There are three parts to the data model: tables, views, and stored procedures.
Tables
The Tables section, which details standard SQL tables, and the Views section, which lists read-only SQL tables, contain samples of what you might have access to in your HubSpot account. Note that Custom objects are exposed as tables with "__c" appended to the end of the name.
Common tables include:
| Table | Description |
| Contacts | Retrieves contact records from HubSpot, supporting both OAuth and private-app token authentication methods. |
| Companies | Retrieves company records available in HubSpot, supporting both OAuth and private-app token authentication methods. |
| Deals | Retrieves all deals from HubSpot, supporting both OAuth and private-app token authentication methods. |
| Tickets | Lists all tickets in HubSpot, supporting both OAuth and private-app token authentication methods. |
| EngagementsCalls | Retrieves all call engagement records in HubSpot, useful for tracking customer communication. |
| EngagementsEmails | Retrieves all email engagement records in HubSpot, supporting email interaction analysis. |
| EngagementsMeetings | Retrieves all meeting engagement records, used to track meetings scheduled within HubSpot. |
| EngagementsNotes | Retrieves all note engagement records, helpful for logging internal or customer-related notes. |
| EngagementsTasks | Retrieves all task engagement records, allowing management of action items related to CRM records. |
| LeadProperties | Retrieves all available lead property fields, supporting lead data management and enrichment. |
| Lineitems | Lists all line items in HubSpot, with support for both OAuth and private-app token authentications. |
| Products | Lists all product records configured in HubSpot, supporting both OAuth and private-app token authentications. |
| Quotes | Lists all quotes in HubSpot, useful for managing proposals and sales offers. |
| Workflows | Retrieves and manages workflows in HubSpot used to automate processes across marketing, sales, and service. |
| DealPipelines | Provides pipelines associated with deals, used to visualize and manage sales stages. |
| DealPipelineStages | Lists stages within deal pipelines to track deal progress through different phases. |
| ContactProperties | Retrieves all available contact property fields in HubSpot, including both standard and custom properties. |
| CompanyProperties | Retrieves all available company property fields in HubSpot, supporting company data enrichment. |
| Owners | Returns a list of owners in HubSpot used to assign CRM records to specific users within the organization. |
The add-in uses the HubSpot API to process supported filters. The add-in processes other filters client-side within the add-in.
Stored Procedures
Stored Procedures are actions that are invoked via SQL queries. They perform tasks beyond standard create, read, update, delete (CRUD) operations, including managing custom objects and OAuth tokens.