CRM data, ready to plan on
Get HubSpot data out, and enriched data back in
Pipeline, contacts and custom objects rarely arrive in the shape a plan needs. Nexadata flattens them, joins them to the rest of your stack, and writes the result back into the CRM your team actually works in.
At a glance
Two-way connectorOut of HubSpot
- Contacts, companies, deals, tickets
- Custom objects, auto-discovered
- Object associations, joined for you
Back into HubSpot
- Upsert
- Create
- Update
Authentication
One OAuth 2.0 approval, with tokens refreshed for you.
- SOC 2 Type II
- Zero data retention
- SSO / SAML / RBAC
- Cloud-agnostic
The platform processes your data. An LLM never touches it.
The connector
What the HubSpot connector does
Your objects, including the ones you invented
Nexadata discovers what is actually in your portal rather than shipping a fixed list. Standard objects and the custom ones your team built both appear in the picker, with their properties loaded from your own schema, so a field added in HubSpot this morning is selectable this afternoon.
Relationships come with the data
CRM value lives in the joins: a deal is only interesting next to its company and its tickets. Pick the associated objects you want and Nexadata brings them through with the main record, keeping every row or only matched ones, without a line of custom query.
Nested fields arrive flat
HubSpot returns nested property structures that most tools hand you as-is and leave you to unpick. Nexadata flattens them into typed columns on the way in, so what lands in your pipeline is a table rather than a parsing job.
Write back without breaking the CRM
Map each pipeline column to an object and a property, choose whether to upsert, create or update per object, and use HubSpot object IDs, alternate IDs or association keys to decide what matches what. Fields are validated against your schema before anything syncs.
No admin in the loop to wire it up
The person who understands the CRM is rarely the person who builds pipelines, and that gap is where CRM projects wait. Nexadata's MCP server closes it: connect Claude, ChatGPT or any MCP-capable client, say what you need, and the workflow, datasets, pipelines and mappings are built and run from the conversation. The agent handles object names and schemas, never your contact records.
Sources
Connect what feeds it
HubSpot is rarely the only system in the answer. Join it to whatever else the question needs: if a system has an OpenAPI or OData spec, the Connector Copilot reads it and builds a working connection, with no prebuilt connector to wait on.
How it works
From source system to HubSpot
Connect, transform, map, review. Each step is guided by a no-code copilot, and you approve the plan before anything runs.
- 01
Connect
Approve Nexadata once through HubSpot's OAuth flow. Tokens are encrypted in the secrets manager and refreshed automatically, so the connection does not quietly expire.
- 02
Transform
Flatten the properties you selected, bring in the finance and support data a deal only makes sense next to, and collapse duplicate accounts, all described in plain language.
- 03
Map
Turn lifecycle stages, deal types and owner fields into members your downstream model recognizes, rather than free text nobody downstream can group on.
- 04
Review
Check the plan before it runs, and see who changed a mapping group, what changed, how and when.
Use cases
What people run through it
Land pipeline in your planning model
Move deal and stage data into the model your forecast actually runs on, with the mapping from CRM stages to model dimensions held in one place the business can read.
See the use caseAnalyze deals with their full context
Associate deals to companies for industry and size, or to tickets for support history, and get one dataset that reflects how your CRM is actually connected.
See how associations workPush enriched records back
Send scores, segments and harmonized account data back into HubSpot so the team selling from it sees the same numbers as the team planning from it.
Read the guideSet it up
Step-by-step documentation
Every screen, in order, with screenshots.
Setting up a HubSpot connection
The OAuth flow, and picking your objects and properties.
Read the guideUsing a HubSpot connection
Build a dataset, then map and sync results back to the CRM.
Read the guideUsing HubSpot object associations
Bring related deals, companies and tickets through together.
Read the guideTroubleshooting the HubSpot connector
Setup, sync and permission problems and how to clear them.
Read the guideQuestions
HubSpot integration FAQ
- Does Nexadata support custom HubSpot objects?
- Yes. Objects are discovered from your portal rather than read off a fixed list, so custom objects appear in the picker alongside contacts, companies, deals and tickets, with their properties loaded from your own schema.
- Can I include related records, like a deal and its company?
- Yes, through object associations. Choose the related objects you want alongside the main one and pick whether to keep every row or only rows with a match, which behaves like a left join and an inner join respectively. No custom query is needed.
- How does Nexadata write data back into HubSpot?
- Per object, you choose upsert, create or update. Columns are mapped to a HubSpot object and property, and you can match on HubSpot object IDs, alternate IDs or association keys. Fields are validated against your schema before the sync runs.
- What happens to nested HubSpot properties?
- They are flattened into typed columns as the data comes in, so your pipeline starts from a clean table rather than from a nested structure you have to unpick first.
- Can I build a HubSpot integration with Claude or ChatGPT?
- Yes, through Nexadata's MCP server. Any MCP-capable client can create the workflow, attach the datasets, build the pipelines and mappings and start the run. What the agent sees is metadata: object and property names, schemas, run state. Your data is never processed or moved by the model.
More integrations
Other ways to connect
Pigment
Read from and write to Pigment blocks, views and lists, with column validation on every writeback.
ExploreAnaplan
Reach past your models into Anaplan's own tenant data, and load results back through the actions your model already runs.
ExploreSalesforce
Pull via SOQL or saved reports, tune extract mode for volume, and write back with insert, update, upsert or delete.
ExploreConnector Copilot
Load a spec, authenticate, describe the data you want, and get a typed dataset. Over 20,000 public APIs are documented in OpenAPI.
ExplorePDF documents
Detect and curate the tables inside a document, then reuse that configuration on every later file in the same layout.
ExploreSpreadsheets
Point at the sheet and the cell where the real data starts, and load a clean typed table out of a messy workbook.
ExploreSee it on your data
Start free with your first use case, or talk to us about your stack.