Question 1

What can I write from Redshift into HubSpot?

Accepted Answer

Companies, contacts, deals, tickets, products and line items, activities such as calls, meetings, emails, notes and tasks, plus invoices, services, custom objects, static lists and custom behavioural events. That covers most of the CRM, so you can put an account health score on a company record, log product milestones as events, or keep a static list matching a model you maintain in the warehouse.

Question 2

How does Polytomic read the model from Redshift?

Accepted Answer

With an ordinary SELECT issued straight against the cluster, streamed back over the database connection. A custom SQL model is wrapped and queried the same way. Worth knowing: UNLOAD is implemented for bulk sync sources, not for model syncs, so enabling it will not speed up a reverse ETL read. The S3 bucket is not involved either, since it exists for destination writes. Read credentials need only database access.

Question 3

Will reverse ETL slow down my Redshift cluster?

Accepted Answer

It can, and this is the main thing to design around. These are normal Redshift queries, so a large scan, a heavy join or several syncs running at once all consume cluster and workload management resources. Polytomic does not set a query group, a WLM queue, a slot count or a source side concurrency cap, so the controls are yours. A dedicated read only user routed to its own WLM queue, sensible sort and distribution keys on the tables the model touches, and heavy first loads scheduled off peak all help. Concurrency scaling is worth considering if the cluster is already busy.

Question 4

Can Polytomic create HubSpot properties automatically?

Accepted Answer

No. Existing custom properties can be written to, but property creation is not exposed, so create the property in HubSpot first and then map to it. One extra step, and worth keeping in the process, because it means a mistyped mapping fails cleanly rather than quietly creating stray fields nobody intended in a CRM other people rely on.

Question 5

Why push warehouse data into HubSpot at all?

Accepted Answer

Because reps act on what is already in front of them. A score sitting in Redshift changes nothing, while the same score on a company record changes which accounts get called this week. This is the most used reverse ETL pairing out of Redshift that we see, which suggests the argument lands in practice as well as in theory. It also removes the usual alternative, which is somebody exporting a list and emailing it round.

Sync Redshift to HubSpot

Sync Redshift to HubSpot with Polytomic

Most of the CRM is writable

Reads straight from the cluster

Incremental on a tracking column

Or sync HubSpot to Redshift

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Connect Redshift in Polytomic

Connect HubSpot in Polytomic

Create a sync between Redshift and HubSpot

Map fields and enable the sync

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