Connect Hubspot with AWS S3: Step‑by‑Step Setup Guide

Connecting Hubspot to Amazon Web Services (AWS) Simple Storage Service (S3) lets you move CRM data into cloud storage for analysis, archiving, and downstream workflows. This guide walks through how to install the integration, authenticate securely, send data, and resolve common issues.

The instructions below are based on the official documentation for the HubSpot Data Share with AWS S3 integration and are tailored to be easy to follow for new and advanced users alike.

What the Hubspot and AWS S3 Integration Does

Before you connect the two systems, it helps to understand what the integration offers.

Exports selected CRM data from your Hubspot account to an AWS S3 bucket.
Supports recurring data share updates on a schedule you configure.
Uses AWS S3 as the destination so you can connect BI tools or data pipelines.
Helps centralize contact and company records outside of Hubspot for analytics.

The integration is designed for secure data sharing, not for real‑time bidirectional sync. You configure Hubspot as the source and AWS S3 as the storage destination.

Requirements Before Connecting Hubspot and AWS S3

Prepare the following items before you start the setup flow so you can complete the connection without interruption.

Hubspot account requirements

A Hubspot account with the required subscription level for data share features.
Super admin permissions or equivalent integration management permissions.
Access to the Hubspot App Marketplace to install the integration.

AWS S3 and IAM requirements

An active AWS account.
An existing S3 bucket in the region you plan to use.
An IAM policy and role or user with permissions such as:
- s3:PutObject for writing data files.
- s3:GetBucketLocation for validating bucket location.
- s3:ListBucket if listing objects is required by your workflow.

Set up these AWS resources before turning on the integration in Hubspot, so credentials and bucket details are immediately available.

How to Install the Hubspot AWS S3 Integration

Once prerequisites are ready, install the integration from within your CRM.

Sign in to your Hubspot account with an administrator user.
In the main navigation, go to App Marketplace.
Search for HubSpot Data Share with AWS S3.
Open the app listing, review the permissions, and click Install app.
Choose the Hubspot account where you want to install the integration, if prompted.

After installation, you can access the integration settings from your account settings under the integrations or connected apps section.

Configure the Hubspot Connection to AWS S3

Next, connect your CRM to your S3 bucket so that Hubspot can deliver data files correctly.

Step 1: Open the Hubspot data share settings

In Hubspot, click the settings icon in the main navigation.
Navigate to the integrations area and select the AWS S3 data share app.
Open the configuration or connection tab to begin setup.

Step 2: Enter AWS S3 bucket information

Provide the destination details where Hubspot will write data.

Bucket name: Enter the exact S3 bucket name.
Region: Select or confirm the AWS region of the bucket.
Folder or prefix (optional): Define a folder path where files should be stored, such as hubspot/data/.

Ensure the region and name match what you configured in AWS; mismatches will cause connection failures.

Step 3: Configure AWS credentials

You must grant Hubspot permission to write into the S3 bucket. Depending on your security model, you may use an IAM role or IAM user credentials.

Access key and secret key: If using an IAM user, paste the keys in the corresponding fields.
IAM role ARN: If using a role and trust policy, provide the role ARN and follow any additional trust configuration steps defined in AWS.

Confirm that the IAM entity has at least the minimum S3 write permissions required by the integration.

Step 4: Test and save the Hubspot integration

Click the Test connection button in the Hubspot integration screen.
Watch for any validation errors related to permissions, bucket name, or region.
If the test succeeds, click Save or Finish to finalize the connection.

After saving, the integration is ready to be used for data sharing from Hubspot to AWS S3.

Set Up Data Shares from Hubspot to AWS S3

With the base connection online, define what CRM data should be exported.

Choose objects and data scope in Hubspot

Typical export options include:

Contacts: Core contact properties and any custom fields.
Companies: Business records and custom company properties.
Deals or other CRM data: Depending on the limits of the Hubspot data share integration.

Select only the objects you need to keep file sizes manageable and to avoid exposing unnecessary fields.

Configure schedule and file format

Frequency: Choose daily, weekly, or another interval offered in the Hubspot data share configuration.
Format: Typically CSV or similar structured file formats suitable for analytics tools.
Naming convention: Review how Hubspot names exported files so you can build reliable downstream processes.

Save your configuration. Hubspot will then begin generating files and writing them to your AWS S3 bucket based on the schedule you selected.

Verify Data Delivery from Hubspot in AWS S3

After the first scheduled run, confirm that files are appearing correctly in your bucket.

Log in to the AWS Management Console.
Open the S3 service and navigate to your configured bucket.
Browse to the folder or prefix you defined in Hubspot.
Check for new files with names and timestamps that match your data share schedule.
Download a file and open it to verify the CRM fields and records are correct.

If no files are present after a completed run, revisit the Hubspot integration screen and confirm the schedule, connection status, and any error messages.

Troubleshooting Common Hubspot and AWS S3 Issues

When problems occur, they usually fall into a few categories related to permissions, configuration, or data scope.

Authentication and permission errors

Access denied: Verify S3 bucket policies and IAM permissions match what Hubspot requires.
Invalid credentials: Rotate IAM access keys if they were changed or expired, and update them in the integration settings.
Region mismatch: Ensure the bucket region in AWS matches the region selected in the Hubspot connection.

Data availability problems

Missing objects: Confirm that the selected CRM objects and properties are supported by the integration.
Empty files: Review filters or segmentation applied in Hubspot, such as lifecycle stages or date ranges.
File naming conflicts: If downstream tools do not see updated files, check for overwriting or retention behavior.

Use any error logs or status messages in the Hubspot integration panel to pinpoint the exact cause and adjust AWS or CRM settings accordingly.

Best Practices for Managing Hubspot Data in AWS S3

Once your data flow is stable, optimize your configuration for security, performance, and analytics.

Limit permissions: Grant the Hubspot integration only the S3 actions it needs to operate.
Segment data: Store different CRM objects in separate prefixes to simplify downstream processing.
Monitor usage: Track S3 storage costs and manage lifecycle policies to archive or delete older Hubspot exports.
Integrate analytics: Connect S3 to services such as AWS Glue and Amazon Athena for querying Hubspot data directly from the data lake.

Additional Resources for Hubspot and AWS S3

For more technical details, policy samples, and the latest supported features, refer to the official documentation page for the integration: Connect HubSpot and AWS S3.

If you need expert help designing a broader data architecture around this integration, you can learn more at Consultevo, which covers CRM strategy and cloud data workflows.

By following these steps, you can reliably connect your Hubspot account with AWS S3, automate recurring data exports, and create a solid foundation for advanced reporting and analytics in your cloud environment.

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Hubspot AWS S3 Integration Guide