How to Query Hubspot Data in Snowflake

Connecting Hubspot to Snowflake lets your team analyze CRM and marketing data with powerful SQL and BI tools while keeping information secure and up to date.

This guide explains how the data share works, what permissions you need, and the exact steps to start querying records in your own Snowflake account.

How Hubspot Data Sharing with Snowflake Works

The integration is powered by Snowflake Secure Data Sharing. Instead of exporting files or moving data through ETL pipelines, your warehouse receives a live, read-only share that Hubspot maintains.

Key characteristics of the shared data:

• Read-only access so you cannot alter source objects.
• Near real-time availability based on Hubspot syncs.
• Secure isolation between your Snowflake account and the provider.
• Central governance controlled in Snowflake, not in the CRM UI.

This model reduces duplication, simplifies governance, and ensures teams work from a consistent, analytics-ready view of your customer data.

Permissions and Requirements in Hubspot

Before you can use the integration, confirm that your account and user meet the necessary conditions.

Account Requirements

• Your subscription must include Snowflake data share as part of its data or reporting features.
• Your Snowflake region must match the data share region made available by Hubspot.
• Your organization must be allowed to use Snowflake Secure Data Sharing under its data privacy and security policies.

User Permissions

Within the CRM, only certain users can manage the connection to Snowflake. Typically, a user needs:

• Super admin or equivalent high-level data access.
• Permissions to manage integrations and connected apps.
• Permissions to view all records that will be included in the share.

If you do not see the options described below in your settings, contact a super admin to grant access or set up the integration on your behalf.

Enable the Hubspot Data Share in Snowflake

Once prerequisites are in place, follow these steps to turn on the data share and connect it to your Snowflake account.

Step 1: Locate the Snowflake Settings in Hubspot

1. Sign in to your CRM portal as a user with the required permissions.
2. Go to your Settings area.
3. In the navigation, open the section related to Data Management or Integrations.
4. Look for the option labeled Snowflake data share or a similar data warehouse connection setting.

The precise label can vary by product tier and region, but the configuration panel will describe sharing CRM data with Snowflake.

Step 2: Review and Accept Data Sharing Terms

1. Open the Snowflake data share configuration screen.
2. Read any terms describing which objects, tables, and fields will be shared.
3. Review details about region, data processing, and security.
4. Confirm that the information aligns with your internal compliance guidelines.
5. Accept the terms to continue.

At this stage, the CRM side of the integration is prepared to create a provider share that your Snowflake account will consume.

Step 3: Configure Your Snowflake Account Details

1. In the same settings page, provide your Snowflake account identifier. This usually follows a pattern like ORG_NAME-ACCOUNT_NAME or region-specific formats.
2. Double-check spelling and region, because a mismatch will prevent you from seeing the data share.
3. Save the configuration so the system can generate a secure share for that account.

After saving, the integration will create a data share in Snowflake that your warehouse team can see from the provider hub.

Accept the Share in Snowflake

The next steps take place inside Snowflake itself, where a data engineer or admin formally accepts the share and creates a database.

Step 4: Locate the Provider Share

1. Log in to Snowflake as a user with ACCOUNTADMIN or equivalent privileges.
2. Navigate to the Data or Shares area in the Snowflake UI.
3. Open the list of Inbound Shares from providers.
4. Find the entry corresponding to your CRM provider, often labeled with a recognizable name referencing Hubspot data.

If you do not see the share, verify that the account ID matches what you entered in the CRM configuration and confirm that you are using the correct region.

Step 5: Create a Database from the Share

1. Select the inbound share representing your CRM data.
2. Choose the option to Create Database from this share.
3. Assign a clear database name, such as HUBSPOT_ANALYTICS or your internal naming standard.
4. Confirm and create the database; Snowflake now exposes schemas and tables that mirror the shared CRM structure.

The new database is read-only, but you can build additional layers—such as views, derived tables, and marts—in separate writable databases.

Query Hubspot Records in Snowflake

Once the database has been created, your analysts and engineers can start querying immediately.

Understanding the Shared Schema

Although specific table names and columns may evolve, you will usually find objects organized by entity type, for example:

• Contacts and companies.
• Deals, tickets, and activities.
• Custom objects, where applicable.
• Metadata and relationship tables.

Consult the latest schema documentation linked from the provider or the original knowledge base page at the official Snowflake data share article.

Sample Workflow for Analysts

1. Connect your BI tool or SQL client to Snowflake using standard credentials.
2. Select the database created from the share.
3. Explore available schemas to identify the tables you need.
4. Write SQL queries to combine CRM data with internal data sources.
5. Create views or models for dashboards and recurring reports.

Because the share is maintained by the provider, you avoid manual imports and reduce the risks tied to stale exports or ad hoc CSV uploads.

Best Practices for Managing Hubspot Data in Snowflake

To get consistent value from the integration, align your CRM and warehouse practices.

• Centralize access control: Use Snowflake roles and policies to manage which teams can query sensitive tables.
• Document business logic: Clearly define how lifecycle stages, deal stages, and custom fields are interpreted downstream.
• Create semantic layers: Build curated views that hide raw complexity and expose clean, analytics-ready datasets.
• Monitor schema changes: Periodically compare shared schemas with your models to adapt to new or modified fields.

If you need help designing a robust data stack around this integration, consult a specialist. For example, Consultevo offers services for analytics strategy, data modeling, and warehouse optimization.

Troubleshooting the Hubspot and Snowflake Connection

If something is not working as expected, start with these checks.

Connection and Visibility Issues

• Confirm that the correct Snowflake account ID and region are configured in CRM settings.
• Verify that your Snowflake user has permission to see inbound shares.
• Make sure your subscription still includes access to the data share feature.

Data and Schema Issues

• Check whether expected objects are included in the integration tier.
• Look for updated schema documentation if a column or table appears missing.
• Validate that filters or row-level security in your models are not excluding data.

For persistent problems, open a support ticket with the CRM provider and include your Snowflake account ID, region, and the name of the shared database.

Next Steps

By connecting your CRM to Snowflake via secure data sharing, you enable deeper analysis, cleaner governance, and more reliable reporting. Set up the integration, create a shared database, and build curated models so your teams can explore pipeline performance, customer behavior, and lifecycle trends using a modern analytics stack.