HubSpot V4 Data Model
The CData Excel Add-In for HubSpot models HubSpot CRM API v4 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.
Common tables include:
| Table | Description |
| Contacts | Lists all contacts in HubSpot, supporting both OAuth and private-app token authentication methods. |
| Companies | Lists all company records in HubSpot, supporting both OAuth and private-app token authentication methods. |
| Deals | Lists all deal records in HubSpot, supporting both OAuth and private-app token authentication methods. |
| Leads | Lists all lead records available in HubSpot, supporting lead management workflows. |
| Tickets | Lists all ticket records in HubSpot, supporting both OAuth and private-app token authentication methods. |
| EngagementsCalls | Retrieves all call engagement records in HubSpot, used for tracking customer communication. |
| EngagementsEmails | Retrieves all email engagement records in HubSpot for analyzing customer email interactions. |
| EngagementsMeetings | Lists all meeting engagement records in HubSpot, useful for scheduling and meeting tracking. |
| EngagementsNotes | Retrieves note engagement records in HubSpot, used for logging internal or customer notes. |
| EngagementsTasks | Lists all task engagement records in HubSpot for managing customer relationship management (CRM) related tasks. |
| Lineitems | Lists all line item records in HubSpot, supporting 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 quote records in HubSpot, useful for sales proposal management. |
| Orders | Lists all order records in HubSpot for managing order workflows. |
| Goals | Retrieves all goal records configured in HubSpot, supporting goal tracking and performance management. |
| ContactsToDealsAssociations | Returns deal IDs associated with specific contacts, useful for tracking contact-to-deal relationships. |
| ContactAssociations | Returns object IDs associated with specific contacts, enabling management of contact relationships to deals and other objects. |
| CompanyAssociations | Returns object IDs associated with specific companies, useful for managing associations to deals and other CRM objects. |
| TicketAssociations | Returns object IDs associated with specific tickets, supporting customer support case associations. |
| DealAssociations | Lists object IDs associated with specific deals, supporting deal-to-object relationships management. |
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 OAuth tokens.