Reasons to Integrate HubSpot with Google Sheets

• Integrating HubSpot with Google Sheets makes data analysis easier.
• Integrating HubSpot with Google Sheets makes reporting easier.
• Integrating HubSpot with Google Sheets allows users to build more flexible dashboards.
• Integrating HubSpot with Google Sheets allows users to share findings with team members more easily.
• Integrating HubSpot with Google Sheets allows users to combine HubSpot CRM data with other data sources.

Integration Requirements for HubSpot and Google Sheets

To set up the integration between HubSpot and Google Sheets, specific tools and steps are required. The integration process can be managed seamlessly through various methods, including using apps like Coefficient or automating workflows with Zapier. These approaches allow for efficient data import, update, and automation of reporting between the two platforms.

1. Install the Coefficient app to connect HubSpot to Google Sheets easily.
2. Use Zapier to automate workflows between HubSpot and Google Sheets.
3. Identify the triggers in HubSpot that will start the workflow for the integration.
4. Determine the actions needed in Google Sheets, such as creating or updating rows.
5. Set up a Zap in Zapier to manage the connection between the two applications.
6. Choose the specific HubSpot Object fields you want to import into Google Sheets.
7. Optionally add filters to your data import to simplify dataset searches.
8. Schedule automatic data refreshes to keep your Google Sheets updated with HubSpot information.

Integrating HubSpot with Google Sheets

Integrating HubSpot with Google Sheets can be achieved through various methods, each tailored to fit different workflow requirements. Whether you are looking to add new data or update existing information, there is a suitable integration process for you.

Connecting Through the App Marketplace

To begin the integration process, you must first connect Google Sheets to HubSpot via the App Marketplace. This connection enables the seamless transfer of data from HubSpot properties to your Google Sheets.

Adding Data with Workflows

Once the initial connection is made, you can utilize workflows to add data to Google Sheets. The Create Google Sheet row action inserts new rows with data from HubSpot properties, while the Update data in a Google Sheet action allows you to send updated information to existing rows in the sheet.

Formatting Data with Operations Hub Professional

If you have an Operations Hub Professional subscription, you gain the ability to format data, such as dates, into your desired format. This is done by adding a Format data action before the Create Google Sheets row action within your workflow.

Updating Existing Rows

To maintain data accuracy in your Google Sheets, it's important to reference only populated, existing rows. Use the Update existing Google Sheet rows action to make changes to data already present in your sheet, ensuring consistency and avoiding issues.

Using Sourcetable as an Alternative

If you're looking for an alternative to direct integration, Sourcetable offers a solution that syncs live data from almost any app or database, including HubSpot. This can simplify the process of managing your data across various platforms.

Common Use Cases

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  Automating the addition of hubspot crm data to google sheets for analysis and reporting
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  Creating flexible dashboards by combining hubspot data with other data sources in google sheets
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  Sharing crm insights easily with team members through google sheets
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  Formatting date properties from hubspot into a desired format before adding to google sheets
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  Updating existing records in google sheets with new data from hubspot without manual entry

Frequently Asked Questions

Why do I see a string of numbers instead of the property label name in my Google Sheet when using HubSpot integration?

The Google Sheets integration currently only pulls in data from internal values, not labels, which is why you see unix timestamps in milliseconds instead of readable date formats or user-friendly labels.

How can I make the data from HubSpot more understandable and usable in Google Sheets?

You can use Airboxr, a GSheets plugin that imports and analyses your data from HubSpot, or if you have a paid Zapier plan, you can create a multi-step Zap that pulls in more detailed information.

What are the prerequisites for using the Create Google Sheet row action in the HubSpot integration?

To use the create google sheets row action, you must have a subscription to Marketing Hub Professional, Enterprise, Sales Hub Professional, Enterprise, Service Hub Professional, Enterprise, or Operations Hub Professional, Enterprise.

How does the Create Google Sheet row action affect my Google Sheets?

Using the Create Google Sheet row action inserts a new row into the sheet which may affect referenced cells and formulas. Ensure only populated, existing rows are referenced to avoid issues.

Can I update existing rows in my Google Sheet with data from HubSpot?

Yes, you can use the Update existing Google Sheet rows action to add data to existing rows. Ensure the spreadsheet has been correctly formatted and remember that this action does not add additional rows.