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CRMs like Hubspot or Salesforce are useful for storing and relating your marketing, sales, and service data. In other words, you can record data on your customer interactions in a single platform. However, when it comes to interacting with that data and manipulating it for analysis and visualization, it’s best to use tools designed for that purpose. Like many, you’re probably already familiar with Google Sheets and would much rather interact with your data there.

So how can you get your Hubspot data into Google Sheets? In this article, you will learn how to connect Google Sheets to Hubspot by installing the add-on. This will allow you to import data from Hubspot. You will also learn how to use Layer to import data from Hubspot into Google Sheets or Microsoft Excel, schedule updates, and set up dashboards with key metrics. That way, you’re always up to date and can automatically share dashboards and reports with interested parties. Layer takes care of the boring, repetitive tasks so you can focus on making the most of your data.

Layer Google Sheets Add On
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Does HubSpot Integrate with Google Sheets?

To connect Hubspot to Google Sheets, you need the add-on. Log into your Hubspot account and click on the Marketplace icon, then “App Marketplace”. Search for Google Sheets and follow the instructions to install. Click on the Marketplace icon again, then “Connected apps”. Right-click the app to “Set up sync”.

You can send data to Google Sheets from your Hubspot account by going to Automation > Workflows. This feature is only available for Professional accounts, so Starter accounts will not have this functionality.

How Do I Integrate Google Sheets With Hubspot?

In the actions panel, select “Create Google Sheet row” to create new rows or “Update data in a Google Sheet row” to edit existing data. Choose the destination Sheets file. From the ‘Header’ and ‘Property’ menus, choose the columns you want to target and the properties you’ll send data from.

If you’re updating data, you’ll also have to specify the rows that need to be updated by indicating the values or properties that need to be matched. Below, you have step-by-step instructions on how to integrate Google Sheets and Hubspot.

1. Connect HubSpot to Google Sheets

Sign in to your Hubspot account. Click on the “Marketplace” icon on the right side of the top bar, then on “App Marketplace”.

Hub Spot Google Sheets Integration Complete Guide Hub Spot App Marketplace
HubSpot + Google Sheets Integration (Complete Guide) - HubSpot App Marketplace

Search for ‘Google Sheets’ and select the app.

Hub Spot Google Sheets Integration Complete Guide Google Sheets App
HubSpot + Google Sheets Integration (Complete Guide) - Google Sheets App

Click on “Install app” and follow the instructions to connect to your account and approve access.

Hub Spot Google Sheets Integration Complete Guide Install Google Sheets App
HubSpot + Google Sheets Integration (Complete Guide) - Install Google Sheets App

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2. Connect Google Sheets to Hubspot

In Google Sheets, go to Extensions > Get add-ons and search for “Hubspot”.

Hub Spot Google Sheets Integration Complete Guide Google Sheets Extensions
HubSpot + Google Sheets Integration (Complete Guide) - Google Sheets Extensions

Click on the add-on shown below and follow the instructions to install and approve access.

Hub Spot Google Sheets Integration Complete Guide Install Hub Spot Add On
HubSpot + Google Sheets Integration (Complete Guide) - Install HubSpot Add-On

3. Go to Hubspot Workflows

In your Hubspot account, go to Workflows and select the workflow you want to edit or create a new one.

Hub Spot Google Sheets Integration Complete Guide Create Hubspot Workflow
HubSpot + Google Sheets Integration (Complete Guide) - Create Hubspot Workflow

4. Create Google Sheets Rows

Click the plus '+' button to add an action. From the ‘Actions’ pane, select “Create Google Sheet row” to add new rows to a spreadsheet.

Hub Spot Google Sheets Integration Complete Guide Create Google Sheets Rows
HubSpot + Google Sheets Integration (Complete Guide) - Create Google Sheets Rows

Select your spreadsheet from the drop-down menu.

Hub Spot Google Sheets Integration Complete Guide Select Spreadsheet
HubSpot + Google Sheets Integration (Complete Guide) - Select Spreadsheet

From the ‘Sheet’ dropdown menu, select the sheet or tab you want to send data to.

Hub Spot Google Sheets Integration Complete Guide Select Sheet
HubSpot + Google Sheets Integration (Complete Guide) - Select Sheet

Select the columns and properties you want to send data from in the ‘Header’ and ‘Property’ dropdown menus.

Hub Spot Google Sheets Integration Complete Guide Select Headers and Properties
HubSpot + Google Sheets Integration (Complete Guide) - Select Headers and Properties

Click “Save” to complete the process.

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5. Update Google Sheets Rows

In your Hubspot workflow, go to the ‘Actions’ pane and select “Update data in Google Sheet”.

Hub Spot Google Sheets Integration Complete Guide Update Data in Google Sheet
HubSpot + Google Sheets Integration (Complete Guide) - Update Data in Google Sheet

Select the spreadsheet and the tab you want to update using the corresponding dropdown menus.

Hub Spot Google Sheets Integration Complete Guide Select Spreadsheet and Tab
HubSpot + Google Sheets Integration (Complete Guide) - Select Spreadsheet and Tab

You will need to set up identifiers to determine which rows to update. In the “Lookup column header” menu, select the column from your spreadsheet. In the next step, you will choose the Hubspot property that will be used as an identifier.

Hub Spot Google Sheets Integration Complete Guide Lookup Column Header
HubSpot + Google Sheets Integration (Complete Guide) - Lookup Column Header

From the “Lookup column property” menu, select a property belonging to the “Lookup column header” selected above. Keep in mind that if there are multiple rows with matching values, only the first will be updated.

Hub Spot Google Sheets Integration Complete Guide Lookup Column Property
HubSpot + Google Sheets Integration (Complete Guide) - Lookup Column Property

In the ”Create a new row if none match” menu, you can select what happens when no matches are found. If you select “Yes”, a new row will be added containing only the properties that were to be updated.

Hub Spot Google Sheets Integration Complete Guide Create a New Row if None Match
HubSpot + Google Sheets Integration (Complete Guide) - Create a New Row if None Match

In the “Select columns to update” menu, you can choose from a list of all the column headers for that spreadsheet.

Hub Spot Google Sheets Integration Complete Guide Select Columns to Update
HubSpot + Google Sheets Integration (Complete Guide) - Select Columns to Update

Select the column you want to update and click on the dropdown menu under the column header. You can choose to update with an existing property value or with the result of an earlier workflow action.

Hub Spot Google Sheets Integration Complete Guide Select Column to Update
HubSpot + Google Sheets Integration (Complete Guide) - Select Column to Update

How to Import HubSpot Data Into Google Sheets?

Layer is an add-on that equips you with the tools to increase efficiency and data quality in your processes on top of Google Sheets. Share parts of your Google Sheets, monitor, review and approve changes, and sync data from different sources – all within seconds. See how it works.

Using Layer, you can:

  • Share & Collaborate: Automate your data collection and validation through user controls.
  • Automate & Schedule: Schedule recurring data collection and distribution tasks.
  • Integrate & Sync: Connect to your tech stack and sync all your data in one place.
  • Visualize & Report: Generate and share reports with real-time data and actionable decisions.

Limited Time Offer: Install the Layer Google Sheets Add-On today and Get Free Access to all the paid features, so you can start managing, automating, and scaling your processes on top of Google Sheets!

Conclusion

It’s possible to integrate Hubspot with Google Sheets. You now know how to connect your accounts and install the app. If you have a Professional account, you can use this integration to send data from Hubspot to Google Sheets. You have the option to create new rows or to update existing rows in Google Sheets with your Hubspot data. 

However, you also know that there’s a much easier way to do this. Layer can automate the entire process, synchronizing your data across multiple formats and platforms, including Google Sheets and Hubspot. Using Layer, you can set up customized data flows and schedule updates, manage access and assign tasks, as well as create and share sophisticated dashboards and reports.

To learn how you can connect Google Sheets to Salesforce, check out our post on How To Use The Google Sheets Salesforce Connector.

Layer Google Sheets Add On
Get Started With Layer Today!

Share parts of your Google Sheets, monitor, review and approve changes, and sync data from different sources – all within seconds.

GET STARTED FOR FREE
Hady ElHady
Hady is Content Lead at Layer.

Hady has a passion for tech, marketing, and spreadsheets. Besides his Computer Science degree, he has vast experience in developing, launching, and scaling content marketing processes at SaaS startups.

Originally published Nov 26 2022, Updated Nov 25 2022